Use this while you are on the phone. Capture the practical bits at the top, follow the question prompts, then send the basics into the proposal pack builder when the call is done.
Phone call information
Notes from the call
Question prompts
Who are you thinking about filming?
What are they like as a person?
What would the family most want to remember?
Are there stories they tell again and again?
What do people love about their voice, laugh, humour or way of speaking?
Who would this film or message be for?
Are there photographs, letters, objects, rooms or places that matter?
Would they enjoy being interviewed, or might they need a gentle approach?
Is there any timing I should be aware of?
Who else in the family needs to be involved in the decision?