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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!

What’s Inside

An PDF worksheet, full of questions that will guide you through your first meeting with a perspective client.

Ready to print on ANIS Letter sized paper.