Client Profile: {{project_name}}
Created: {{date}}
Updated: {{date}}
Organisation
| Field |
Value |
| Type |
startup / scale-up / SME / enterprise / NGO / public sector / internal team |
| Size |
{{headcount_or_team_size}} |
| Industry |
{{industry}} |
| Tech maturity |
{{has_internal_tech_team}} — {{prior_digital_product_experience}} |
| Design maturity |
{{prior_design_experience}} |
People
Primary Contact — {{primary_contact_name}}
- Role: {{role}}
- Decision mandate: {{can_decide_autonomously_or_needs_signoff}}
- Notes: {{notes}}
Champion (if different)
- Name: {{champion_name}}
- Role: {{role}}
- Notes: {{notes}}
Technical Contact
- Name: {{tech_contact_name}}
- Role: {{role}}
Other Stakeholders
| Name |
Role |
Influence |
| {{name}} |
{{role}} |
{{approver / advisor / observer}} |
Decision Culture
- Decision style: {{fast-individual / consensus / hierarchical / committee}}
- Approval chain: {{description}}
- Timeline culture: {{fast-iterative / structured-milestones / slow-approval}}
Internal Driver
- What triggered this project: {{trigger}}
- What success means internally: {{political_or_personal_definition_of_success}}
- Internal deadline or pressure: {{yes_no_and_description}}
Working Style
- Communication preference: {{slack / email / calls — and response speed}}
- Prior agency experience: {{yes_no — what worked / what did not}}
- Notes: {{anything_else_relevant_to_collaboration}}
