When to use this template
Start with the questions below, then adapt them to your own process. Explain whether the call is a fit conversation or a paid consultation before sending this questionnaire.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to give a service provider enough context to make a discovery call productive.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- What prompted you to reach out?Long answer · Required
- What have you already tried?Long answer · Required
- Which question must the call answer?Long answer · Optional
- Who else will attend?Short answer · Optional
- Preferred call windows and time zoneShort answer · Optional
Make it your own
- Replace the introduction with your own context for discovery call questionnaire.
- Explain whether the call is a fit conversation or a paid consultation before sending this questionnaire.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this discovery call questionnaire collect?
It includes what prompted you to reach out, what have you already tried, which question must the call answer, who else will attend. Every question can be edited before you publish.
What should I customize before sharing it?
Explain whether the call is a fit conversation or a paid consultation before sending this questionnaire.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.