SAGE

Convert to project

Project name Service type

Creates a client + project at stage "intake", marks this inquiry as won, and logs the conversion to activity log.

Discovery Worksheet

1. Contact & context

Lead type

New client Existing client add-on

Name * Business Email * Phone Role / title

Meeting date What does the business do? How did they find Storyline?

2. The need What problem are they trying to solve? What does success look like? Have they already pictured a solution? What have they already tried?

3. Solution shape New website
Website refresh / fixes
Custom analytics dashboard (Storyline portal)
Data integration / automation
Advisory / problem-solving (no build)
Ongoing support / retainer
Other / don't know yet

4. Hosting (skip if advisory-only) Where will it live? If client-hosted: my access during/after build? Existing site to migrate from? (URL + current host)

5. Maintenance (skip if advisory-only) Who owns it after launch? Will Storyline keep admin/hosting/DNS access long-term? Expected update cadence

6. Brand assets (skip if advisory-only) Logo on hand? Colors / fonts already chosen? Style references (sites they like)

7. Budget & timeline Budget comfort zone Timeline / hard deadlines Who else is part of the decision?

8. Notes Freeform — vibes, red flags, follow-ups

Leads

✉ Notify Wade

Convert to project