Client Discovery Brief
Turner & Barnett Consulting — Confidential
Thank you for taking the time to complete this brief. Your answers help us arrive prepared — so our time together is focused on your needs, not background. This takes approximately 10 minutes.
01 — About Your Business
Business / Organisation Name
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Your Name
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Your Role / Title
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Contact Email
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example@example.com
Contact Phone
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Where did you hear about us?
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How many staff does your organisation currently employ?
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1–10
11–30
31–80
81–150
150+
Are you the primary decision-maker for this investment, or will others need to be involved in approving it?
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Sole decision-maker
Shared decision — board or CFO approval required
Still to be determined
Briefly describe what your business does and the industries or sectors you operate in.
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02 — Current Operations
What is the single operational failure that costs you the most — in time, money, or risk?
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What are the main day-to-day operational tasks your team handles?
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What tools or software does your team currently use for operations, documentation, or reporting? (including your tech stack)
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03 — Pain Points
What is driving the urgency to address this now — and when do you need a solution in place?
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What are the 1–3 biggest time drains or frustrations your team faces right now?
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Are there tasks that frequently fall through the cracks, get delayed, or require significant manual follow-up? If yes, describe them.
Have you previously explored software, automation, or AI tools to address any of these issues? If yes, what did you try and what was the outcome?
04 — What Success Looks Like
What would have to be true for this engagement to be considered a failure in 12 months?
If we could solve one problem for your team in the next 90 days, what would have the biggest impact?
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What does a successful outcome look like for your organisation?
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Is there a budget range you're working within for a project like this?
$150,000 – $250,000
$250,000 – $400,000
$400,000+
Investment scope not yet confirmed
05 — Interview Logistics
Additional Interview Attendees
Add anyone else from your team who should be part of the discovery call (optional).
Attendee 1
Full Name
Email Address
example@example.com
Role / Title
Phone Number
Attendee 2
Full Name
Email Address
example@example.com
Role / Title
Phone Number
Attendee 3
Full Name
Email Address
example@example.com
Role / Title
Phone Number
Book Your Discovery Call — Select a time that suits you below. Your session will be held via Google Meet.
https://calendly.com/marcus-turnerbarnettconsulting/30min
Is there anything else you'd like us to know before we meet?
Turner & Barnett Consulting Pty Ltd | ABN 39 697 783 038 | Confidential — for T&B internal use only
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