The Initial Consultation Conversion Checklist

Your Initial Consultation is one of the most important conversion points in your entire client journey.

When structured well, it gives you the confidence to lead the meeting, identify red flags early, clarify the scope, discuss money with ease, and communicate the value of your process before you even send a proposal.

Most importantly, it shows the client that you’re not just there to “have a chat”. You’re a professional designer who knows how to guide a project properly from the very first conversation.

This E-Book provides designers with 15 essential elements for converting an initial consultation.