Prepare your first client listening proposal

A discovery agenda and draft scope with clear deliverables, responsibilities and assumptions.

No account needed. Your document is free to view, edit and download.

The engagement

Organisation or team name (optional)

Your name or business (optional)

What is the prospective client's situation?

What decision should this engagement support?

Proposed deliverables — one per line

Name only the work you intend to include, with quantities where relevant.

Whose experience needs to be included? (optional)

Existing evidence (optional)

A useful result, ready to shape with your team

pindrop

Northbank Manufacturing — fictional example — Draft engagement proposal

Draft scope for discussion · Responsibilities, dates and commercial terms need agreement.

Discovery meeting agenda

1. What decision is needed about Decide what to improve in onboarding.? 2. What existing evidence is useful, and what remains unknown? 3. Whose experience needs to be included, across working patterns and sites? 4. Who can arrange access and who can act on findings? 5. Review deliverables, exclusions, responsibilities and the commercial next step.

Purpose and context

Situation: A 250-person manufacturer is reviewing onboarding. Decision to support: Decide what to improve in onboarding. People to include: To agree. Existing evidence: To identify during discovery.

Fictional example · the full document includes all sections and your edits.