We prefer to do this via a face-to-face briefing session, where it is possible to do so, but conference calls suffice for national and international clients. The aim is to get a clearer idea of where the client has come from, where they are now, and where they want to go. We find out everything we need to know about their business, in terms of its customers, competitors, and products and services. Ideally, we will have access to business plans, sales forecasts and any other relevant documentation and support materials. We identify the stakeholders involved in the decision-making process and get a clearer idea on budgets and timescales. Finally, we identify any other relevant details that are specific to the client’s needs and requirements.