This template was created for freelancers (new and established) of all web and print design disciplines. Agency Directors could also use the Portal to structure their project pipeline.
Designers in specialized niches may desire to include additional questions related to their niche. If so, the template is very easy to customize.
Will this work for virtual meetings, or just in-person?
Both. All you need for an in-person meeting is your laptop & internet access to open the portal. For virtual meetings, just login with ZOOM (or another meeting platform), open the Project Portal and go!
Do I screen share the “Kickoff Call” script with my client?
Our suggestion for using the script is to keep it on your screen during the call, and work through the questions with your prospect in a normal, conversational fashion.
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