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First Meeting Workbook

Never make another proposal blind again and ask all the questions that show potential clients you really understand their projects' needs.

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Ever wonder how to run a first meeting with a lead?

You’re in the right place. This is a template to help you through that first meeting with a prospective client. This structure is what we commonly use at Blind, and we thought you’d enjoy it. There has been just about a million versions of this floating around our office – special thanks to Keone Cheung, who pioneered the first version. There’s no catch, no cost, and no action needed from you, except to fill out the form above and download your worksheet! And of course, we’d love it if you forwarded this link to your friends, especially if they would get value out of this worksheet. As always, thanks for being so awesome!

Always know the right questions to ask when meeting with a potential client.

Download the First Meeting Workbook and you’ll:

  • Know the four essential steps to take when meeting with a new lead.
  • Have a template for all the notes you need to take during an initial meeting.
  • Get to the root of what clients are asking for rather than assuming.
  • Have all the answers you need to create the perfect proposal.
  • Get to the nitty gritty of first meetings- we're talking budget, deadline, and key stakeholders

Ever leave a first meeting with a client and still not know what to put into a proposal?

It's happened to all of us.

We've forgotten to ask about pricing. Or timelines. Or what problems this project will solve for clients.

Or maybe you've gone through an entire call only to hear a lead say, "This all sounds great. Let me take all of this back to my business partner."

While we can't promise to take away all the stress that sales calls cause, we can promise that you'll never leave a new client meeting without the answers to all the essential questions you need to not just make a solid proposal but to also impress prospects with how deeply you've thought about their project before you've even been hired.

Frequently Asked Questions

Does a first meeting need to be this structured?

First meetings with potential clients can be stressful. But having a proven set of questions to ask not only lowers sales-call anxiety, but they also show clients you're a professional who's ready to solve big business problems.

But hey- if you like stressful sales calls, you can just wing it.

Why do I need to fill out the information?

Your information is safe with us.

We ask for your information in exchange for this valuable resource so we can send additional resources to your email as well as other marketing communications we think will help you grow your creative skills and business.

Is this really free?

We would never lie to you!

We’re sharing this resource with you so you can continue to help The Futur reach our mission of teaching one billion people how to make a living doing what they love. It’s our way of thanking you for being a part of our community. We hope you keep our products and courses in mind in the future.

Always know the right questions to ask when meeting with a potential client.

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