Back to glossaryFreelancing & ConsultingDiscovery Intake
Practical working label — agree its meaning within your project
A structured questionnaire or interview that captures essential information about a client’s objectives, constraints, and preferred outcomes. It establishes a shared understanding before work begins.
discovery intakefreelancing & consultingdiscoveryintakestructuredquestionnaireinterviewcaptures
When to use discovery intake
Apply it at the outset of any new freelance contract to avoid misaligned expectations.
A practical example of discovery intake
Suppose a copywriter asks the client for target audience, brand voice guidelines, and deadline during a short video call.
How it applies to Ideoreto
Use this reference when preparing a project introduction or explaining your work on Ideoreto. Registration does not guarantee work, collaborators or funding.
Key takeaways
- Ensure the client has provided a written brief outlining goals.
- Confirm agreement on key milestones and delivery dates.
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