Module 2 / Project intake
Client discovery and project setup
Turns the freelance and client-document material into a repeatable intake system: qualify the request, collect context, define scope, and start cleanly.
Learning outcomes
- Qualify a project before design work begins.
- Use discovery questions to uncover business, audience, competitor, brand, and content context.
- Draft a brief that aligns goals, timeline, communication, scope, and responsibilities.
Lessons
Lead qualification and project fit
Not every request should become design work. A designer should verify goal, budget range, timeline, decision maker, and fit.
Practice: Write a short intake script for a potential Jambo client and mark which answers would block the project.
Discovery questionnaire as research input
Good discovery covers story, offer, audience, competitors, trust, brand personality, references, and constraints.
Practice: Turn a vague website request into 15 focused discovery questions grouped by business, audience, brand, and operations.
Creative brief and communication rules
A brief protects the team by recording the goal, scope, timeline, budget, documents, project parties, meeting rhythm, and open questions.
Practice: Fill a one-page brief for a sample redesign of a local service business.
Pricing, scope, and revision boundaries
Pricing should connect to effort, value, deliverables, rounds of feedback, timeline, and what is excluded.
Practice: Create three scope options for the same landing page: lean, standard, and launch-ready.
Studio assignment
Discovery pack: questionnaire, brief, scope outline, and kickoff message.
Run a mock discovery for a Tanzanian startup, then produce a brief, scope note, and kickoff checklist.