{
  "key": "discovery-call-questionnaire",
  "slug": "discovery-call-questionnaire-template",
  "name": "Discovery Call Questionnaire",
  "category": "intake-onboarding",
  "summary": "Give a service provider enough context to make a discovery call productive.",
  "priority": "P1",
  "seo": {
    "title": "Discovery Call Questionnaire Template",
    "description": "Give a service provider enough context to make a discovery call productive. Try the editable template and form preview.",
    "primaryKeyword": "discovery call questionnaire template",
    "secondaryKeywords": [
      "discovery call questionnaire example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "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.",
    "whenToUse": "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.",
    "customizationTip": "Explain whether the call is a fit conversation or a paid consultation before sending this questionnaire.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "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."
    ],
    "faqs": [
      {
        "question": "What does this discovery call questionnaire collect?",
        "answer": "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."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Explain whether the call is a fit conversation or a paid consultation before sending this questionnaire."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "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."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Discovery Call Questionnaire",
    "description": "Give a service provider enough context to make a discovery call productive.",
    "category": "Client intake & onboarding",
    "theme": "paper",
    "accent": "plum",
    "submitLabel": "Send request",
    "thankYouTitle": "Your request has been received",
    "thankYouBody": "Your response has been recorded. The organizer will review it and follow up if needed.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "Used to respond about this request.",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "what-prompted-you-to-reach-out",
        "type": "textarea",
        "label": "What prompted you to reach out?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "what-have-you-already-tried",
        "type": "textarea",
        "label": "What have you already tried?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "which-question-must-the-call-answer",
        "type": "textarea",
        "label": "Which question must the call answer?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "who-else-will-attend",
        "type": "text",
        "label": "Who else will attend?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "preferred-call-windows-and-time-zone",
        "type": "text",
        "label": "Preferred call windows and time zone",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-intake-form-template",
    "client-onboarding-form-template",
    "web-design-client-intake-form-template"
  ]
}