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Sales

Client Discovery Questionnaire

Capture project scope, current systems, requirements, and success criteria before the first working session.

15 questions
7 minute completion
Starter schema
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Preview

Interact with the actual form experience before opening the template in Formspace. Responses entered here are not saved.

Interactive preview loads automatically when this section scrolls into view.

What's included

A quick static summary of the main sections and fields, so visitors can scan the structure before opening the full template.

🏢 Organization

Start with the basics of the team, audience, and project owner.

7 questions
Includes:

Primary contact, Email address, Organization name, Industry, plus 3 more.

Short textShort textShort textDropdown

🧩 Current state

Show us how the workflow works today and where it breaks down.

3 questions
Includes:

List the major steps in the current workflow, Which systems need to be considered?, Rank the biggest current pain points.

Dynamic tableTagsRanking

🚀 Future state

Prioritize the outcomes and capabilities the project should deliver.

5 questions
Includes:

Rate the importance of each capability, What metric or signal would tell you this project worked?, Will this require migrating data or forms from another system?, Do you need an executive-ready summary after discovery?, plus 1 more.

Matrix fieldsLong answerYes / noYes / no

How to use this template

When to use it

Use this template when you need a structured sales workflow for Agencies, Consulting, Professional services teams. It works best when the response needs enough context for a reviewer to take the next step without sending several follow-up messages.

How to customize it

  • Replace generic labels with language your respondents already use.
  • Move optional questions later in the form so the first page stays easy to complete.
  • Add internal routing notes or tags if different team members handle different response types.
  • Pair scores with one focused follow-up question so your team understands the reason behind the rating.
  • Use ranking questions when priorities matter more than selecting every applicable option.

Example questions

These visible question examples help you evaluate the template before opening the interactive preview.

Short text

Primary contact

Short text

Email address

Short text

Organization name

Dropdown

Industry

Dropdown

Approximate team size

Short text

Primary audience

Long answer

What are you trying to deliver?

Dynamic table

List the major steps in the current workflow

Tags

Which systems need to be considered?

Questions about this template

What is the client discovery questionnaire template for?

A richer discovery template for agencies, consultants, and internal teams who need to understand process, priorities, and technical reality upfront. It is a good fit for Agencies, Consulting, Professional services teams that need a structured sales workflow.

Can I customize this client discovery questionnaire template?

Yes. Open it in Formspace to edit questions, pages, logic, branding, publishing settings, notifications, and response handling before sharing it.

What questions are included?

The template includes 15 questions across 3 sections. Example questions include: Primary contact; Email address; Organization name; Industry.