First Meeting Workbook

Ask the right questions, land your next project

Never leave a client meeting unsure—ask all the right questions to nail your next proposal and win your next project with this workbook created from decades of design agency experience.

  • Downloadable and reusable PDF
  • Questions to always ask
  • Note-taking templates
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First Meeting Workbook

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About the Author
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Leaving First Meetings Without the Info You Need?

We've all been there—finishing a meeting with a potential client, but still not sure how to craft the perfect proposal. Maybe you forgot to ask about key details like budget, deadlines, or project scope, and now you're left guessing. Or worse, the client says they'll "talk it over" with someone else. You shouldn’t be walking away from important meetings with more questions than answers.

Walk Away Confident, With All the Answers You Need

With the First Meeting Workbook, you’ll have a step-by-step guide for gathering all the information you need to create winning proposals. It’s not just about taking notes—it’s about impressing clients by showing them you fully understand their project from the get-go. By asking the right questions, you’ll build trust and clarity while reducing the stress that typically comes with sales calls.

  • A proven four-step process for successful first meetings.
  • A structured template for capturing critical details during client calls.
  • The right questions to uncover the project’s true goals and constraints.
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meet the author

This Workbook was created by Chris Do

As the Founder and CEO of The Futur and Blind, Chris has over 27 years of experience in brand design, strategy, and consultancy, working with clients such as Microsoft, Sony, Nike, and Starbucks. He is passionate about helping people realize their value and communicate it to others, whether through design, content, education, or coaching.

He is also a sought-after public speaker and mentor, delivering keynote speeches, workshops, and courses at various events, conferences, and organizations around the world.

His mission is to empower the next generation of creative entrepreneurs and leaders to achieve their full potential.

Meet Chris

Ready to Lead Your Client Meetings with Confidence?

Download the First Meeting Workbook and always walk away ready to craft the perfect proposal.

  • Downloadable and reusable PDF
  • Questions to always ask
  • Note-taking templates
Sign Up & Download

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