Overview
Gather the information needed to understand a prospective client’s organization, challenges, priorities, expectations, and readiness before recommending a service. This questionnaire creates a consistent foundation for discovery conversations and proposal development.
Use This Resource To:
Learn about a prospective client’s organization
Understand current challenges and desired outcomes
Identify key stakeholders and decision-makers
Clarify project expectations, timing, and budget
Explore previous attempts or existing resources
Recognize risks, constraints, and dependencies
Prepare a more relevant recommendation or proposal
Best For: Consultants, service providers, agencies, coaches, and small businesses conducting prospective-client discovery
Available Formats: Microsoft Word | Fillable PDF
What’s Included: Editable discovery questionnaire | Pre-consultation form | Consultation discussion guide | Internal notes section | Completed sample questionnaire
Overview
Gather the information needed to understand a prospective client’s organization, challenges, priorities, expectations, and readiness before recommending a service. This questionnaire creates a consistent foundation for discovery conversations and proposal development.
Use This Resource To:
Learn about a prospective client’s organization
Understand current challenges and desired outcomes
Identify key stakeholders and decision-makers
Clarify project expectations, timing, and budget
Explore previous attempts or existing resources
Recognize risks, constraints, and dependencies
Prepare a more relevant recommendation or proposal
Best For: Consultants, service providers, agencies, coaches, and small businesses conducting prospective-client discovery
Available Formats: Microsoft Word | Fillable PDF
What’s Included: Editable discovery questionnaire | Pre-consultation form | Consultation discussion guide | Internal notes section | Completed sample questionnaire