Resources & Learning 1 min read

Client Discovery PDF Checklist

A simple PDF checklist for collecting goals, constraints, tools, data sources, and blockers before a build.

What this resource is for

Use this as the client intake or discovery checklist download.

Instructions

  1. Create the PDF and upload it to Media Library.
  2. Paste the PDF URL into the link custom field.
  3. Update this page with a short explanation of who should use it.