The Discovery Call Checklist was created by ©Philip VanDusen 2025 and is just one of the over 25 tools available as part of the Brand Strategy 101 course.

Discovery calls with clients are an essential information gathering step and critical to the success of any project. The purpose of these calls is to assess the company's history, structure, operational, marketing methods and goals for the engagement.

It’s your job as a branding partner to act as a detective, uncovering insights and details about the company that will inform your assessment of the scope of work that will be necessary to achieve the company's desired results.

The questions on this checklist will supply you with a fantastic opportunity to up-sell additional products and service when you discover a "hole" in the brand's strategic foundation or brand design ecosystem.

I hope you enjoy this free resource!

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