Run a discovery call that clarifies the work
A short discovery call can prevent weeks of mismatched assumptions when it focuses on decisions, not introductions.
Aisha BelloClient success lead
1 min read

Ask about the finish line
Before discussing tools or tactics, ask what the client needs to be true when the project is complete. Who will use the work, what will they decide and how will they know it is useful?
Leave with written next steps
Send a short recap covering the deliverable, timeline, open questions and owner for each decision. The recap is often the beginning of a strong brief, and it gives both sides something concrete to approve.
