Client Discovery Brief

20 Questions for a Complete Audit

Fill out as thoroughly as possible. Every answer impacts the quality of our audit. If you don't know — write "N/A". That's valuable too.

Your email

Where should we send the report and follow-up?

Section A — Product & Brand

What is your product and its main function?

Describe in 2–3 sentences. What does it do, who is it for, why is it better?

Product stage

COGS per unit (USD)

Manufacturing per unit ($)

Packaging per unit ($)

Labeling / inserts per unit ($)

MOQ (units)

Total COGS per unit ($)

Certificates, permits, safety documentation

MSDS, CE, FCC, UL, FDA, leak-test, etc. What you have and what you're missing.

Section B — Finances & Pricing

Planned retail price (MSRP) $

Funding goal breakdown (USD)

Tooling / Moulds

First batch production

Marketing / Ads

Operations / Logistics

Other

Total funding goal

Pre-launch marketing budget (USD)

Ads, PR, influencers, video — before launch. If none, enter 0.

Section C — Shipping & Logistics

Delivery plan

Shipping from (country)

3PL partner

Domestic shipping cost (est. $)

International shipping (est. $)

Special handling (hazmat, fragile?)

Delivery timeline (months after campaign)

Section D — Audience & Marketing Assets

Email subscribers

Total email subscribers

Source (organic / paid / existing)

Open rate %

Click rate %

Email platform

Social media (followers / engagement)

Instagram

Facebook

TikTok

YouTube

Landing / pre-launch page

Link or tools (Systeme.io, Carrd, own site)

Leak-test video, ad testing, survey

12A

Ever charged for this product?

Pre-orders, deposits, early access — units/deposits and price

12B

Paid ads validation

CPL and conversion (landing → email). Or planned test budget.

Section E — Campaign Page & Content

Indiegogo draft page

Link and access, or current stage

Video / visual materials

Check what you have

Main campaign video (script / filmed / edited / final)Hero image / key visualProduct photography (studio shots)Lifestyle photography (product in use)GIFs / animationsExplainer graphics / infographicsTestimonials / reviews (video or written)Behind-the-scenes / manufacturing footagePress kit materials

Section F — Team & Resources

15A

Final decision authority

Who makes the final call on creative, pricing, timeline, go/no-go?

15B

Hours per week (founder) for next 6–8 weeks

Bonus (optional)

Competitors who ran crowdfunding

Ideal launch date and why

What concerns you most about this campaign?

Submit your brief

We'll calculate a preliminary readiness score and store your answers for the full Campaign Intelligence Report (after you order).