New Project Enquiry Form

£5.00

Struggling to capture all the right details on scoping calls? We’ve got you covered!

Do you find it challenging to remember what to ask during a scoping call or what information needs to be captured?

If this sounds like you, we’ve got the perfect solution. This resource has been designed specifically for self-employed professionals in the Learning & Development (L&D) sector. This comprehensive form ensures you capture all the necessary details during your initial and scoping calls with clients, making the transition to creating proposals and Statements of Work (SOW) smooth and efficient.

At L&D Free Spirits, we believe in empowering freelancers with the right tools. Members of our community can access this resource as part of their subscription, non-members can purchase it for just £5. You will receive both a printable version and an editable online PDF, giving you flexibility in how you use it.

This form covers everything from client contact details and project specifics to training content needs and performance metrics. It’s all about ensuring you have a streamlined process that saves you time, helps you price the project accurately and helps you deliver exceptional service to your clients.

This resource is free for L&D Free Spirit members, please email hello@ldfreespirits.com for your discount code. 

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