Template
The Orbit Project Brief
Fill this out before a discovery call and we'll show up prepared. You'll skip the basic "tell me about your business" portion entirely and we'll talk about what's actually going to move the needle.
The business
- 1
In one sentence, what does your business do?
Plain language. Assume we're a customer who's never heard of you.
- 2
Who is your ideal customer?
Demographics, psychographics, or just "the kind of person who..."
- 3
How do customers find you today?
Referrals, Google, Instagram, Yelp, cold outreach, etc.
The current state
- 4
Do you have a website now? If so, what's the URL?
We'll run an audit before our call.
- 5
What's working about it?
Be specific — pages, features, copy that performs well.
- 6
What's not working?
Pain points, complaints from customers, things you wish you could change.
The new project
- 7
Why now?
Launch? Rebrand? Growth milestone? Frustration with current setup?
- 8
What's the #1 outcome you need from this project?
More leads? Better positioning? Self-serve bookings? Faster pages?
- 9
Which Orbit template (if any) feels like a fit?
See the 10 options at joinorbit.net/templates. OK to say "not sure."
The practical stuff
- 10
What's your budget range?
See our tiers: Launch $2.5k, Growth $7.5k, Custom $15k+. Honesty here saves time.
- 11
Ideal launch date?
Even a rough timeline helps — "before Q4" or "within 6 weeks" is fine.
- 12
Anything else we should know?
Constraints, non-negotiables, prior agencies you've worked with, relevant context.
Ready to send it?
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