Please note: all fields are mandatory. Enter "n/a" if a field doesn't apply.

Who are ya?

What's your e-mail?

Potential client name

Uncovery meeting date

What is the purpose/goal of this meeting?

Who is attending the meeting? List their names and positions, and give an explanation of their role in the decision making process.

Give the details of the budget and campaign schedule.

Account activity summary - what is our history/experience with this client?

Anything else - past marketing ventures/relationship dynamics we should be aware of?

What does success look like from the potential campaign?