Capture the essentials to get the ball rolling.
Full Name
First Name
Last Name
Title/Role
Email Address
Primary Phone Number
Secondary Phone Number
Company Name
Industry
Preferred Contact Method
How did you hear about my services?
This is the "What is the pain point?" section.
Current Challenge: Briefly describe the primary issue or opportunity you are facing.
Desired Outcome: What does "success" look like 6 months from now?
Scope of Work: What specific tasks or areas do you expect the consultant to handle? (e.g., Strategy, Implementation, Auditing, Training).
Previous Efforts: Have you tried to solve this before? If so, what were the results?
Numbers don't lie, and they help you quantify your eventual impact.
Key Performance Indicators (KPIs): Which metrics will be used to measure the success of this project?
Target Audience: Who are your primary customers or internal stakeholders for this project?
Relevant Systems/Tools: What software or platforms are currently in use that relate to this project?
Setting expectations early prevents "scope creep" later.
Timeline: What is your ideal start date and the projected deadline?
Budget Range: (Optional but recommended) Providing a range helps ensure the proposed solution aligns with your financial expectations.
Decision Makers: Who are the key stakeholders who will need to sign off on milestones?
Availability: How many hours per week is your team able to dedicate to this collaboration?
Soft skills are often the difference between a good project and a great one.
Communication Style: Do you prefer high-level summaries or granular, data-heavy reports?
High-Level Summaries: Just the "big picture," key takeaways, and major milestones. (Executive style)
Granular & Data-Heavy: Give me the raw data, technical details, and line-item progress. (Analyst style)
Hybrid: A brief summary at the top with detailed data attached below.
Urgency Level: Is this a "business as usual" improvement or a "critical fire" that needs immediate attention?
🟢 Business as Usual (Low): General improvements, non-urgent optimizations, or "nice-to-haves.
🟡 Priority (Medium): Important for upcoming deadlines or fixing recurring friction.
🔴 Critical Fire (High): System is down, revenue is being lost, or there is a total blocker.
Context & Considerations: Are there any additional factors, background information, or specific sensitivities we should keep in mind for this project?
Form Template Insights
Please remove this form template insight sections before publishing.
The way a client describes their struggle is often different from the actual root cause. By including open-ended questions about their "Current Challenge," the form allows you to analyze their perception of the problem.
A detailed form acts as a silent negotiator. By asking about Decision Makers and Resource Availability, you are setting the expectation that your time is valuable and that the project requires their active participation.
For the form creator, the primary insight is Standardization. Without a template, every discovery phase is a custom build, which is impossible to scale.
The manner in which a form is completed provides as much insight as the content itself.
Mandatory Questions Recommendation
Please remove this mandatory questions recommendation before publishing.
Why it’s mandatory: You cannot provide a solution if the problem is poorly defined. This question forces the client to move beyond generalities. It reveals whether they are looking for a "band-aid" fix or a deep structural overhaul. Without this, the scope of your work has no anchor.
Why it’s mandatory: This establishes the finish line. If success isn't defined at the start, "scope creep" is inevitable. It allows you to align your efforts with their expectations and provides a benchmark for you to prove your value when the project concludes.
Why it’s mandatory: There is nothing more frustrating than reaching the end of a discovery process only to realize your contact doesn't have the power to say "Yes." Knowing the stakeholder hierarchy ensures you are communicating with the right people and prevents the project from stalling in a middle-management bottleneck.
Why it’s mandatory: This is the ultimate "fit" test. A client may have a million-dollar problem but a thousand-dollar budget. By making this mandatory, you ensure that the solution you design is financially viable for them. It saves both parties from wasting time on a proposal that will never be signed.
Why it’s mandatory: Consulting is a game of capacity management. You need to know if their expectations align with your current workload. Furthermore, it identifies if the project is driven by an external factor (like a board meeting or a product launch), which dictates the intensity of the work.
Please remove this mandatory questions recommendation before publishing.
To configure an element, select it on the form.