What works for me...
For what it's worth.
If I get a chance to talk to a prospective client, the single most important question I ask him/her is (most of my contacts have web sites,) "Why do you have a web site?" Then, I sit back and listen, making a few mental notes as well as writing down a few things.
It's surprising how much you can learn by asking that, and how far you can move forward based on the answers your getting.
Before I even meet with them, or even if it's just talking on the phone, I've taken a look at their website, check out keywords that I feel "Should" be associated with what they're trying to do, etc. So, I pretty much know when I get with them what needs to be done, starting with the basics, and moving forward from there.
Pete
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from Invictus by William Ernest Henley