1. Instructions

    1. Instructions

  2. Basic Information

    1. *What is your full name?

    2. *What is your email address?

    3. What is your primary contact number?

    4. *Please describe your company.

    5. *Please describe your role within the company.

  3. Goals & Problem solving

    1. *Please describe your goals for the business.

    2. *What is your approximate timeframe for achieving those goals?

    3. *What is the primary problem you're looking to solve?

    4. *Are you having issues in (INSERT THE AREA OF BUSINESS YOUR PRODUCT RELATES TO)?

    5. *What do you feel is the main reason for these problems?

    6. *Why is solving this problem important to you?

    7. *Why hasn’t it been addressed prior to this?

    8. Do you have any ideas of potential solutions?

    9. *What would success look like for you?

    10. *Without our product, do you have a plan in place to address this problem?

    11. *What are the main obstacles preventing successful implementation of your plan?

    12. *Please provide us with an approximate timeframe for implementation.

  4. Budget

    1. *Please provide us with an idea of the budget you have available for this.

    2. *Where does this budget originate from?

    3. *Is the budget owner an “executive sponsor”?

  5. Closing Questions

    1. *What potential obstacles or curveballs do you think could appear during implementation?

    2. *How can we make the process as seamless as possible?

    3. *How will this solution improve your business and productivity?

    4. *Upon implementation, what differences do you expect to see within your business?

    5. *Please provide a date on which we can follow up with you.

    6. Do you have anything else to add?

Client Discovery Questionnaire


Client Discovery Questionnaire

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Getting started


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*What is your full name?

What is your primary contact number?

*Please describe your company.

Talk to us about what you do and the products/services you offer.  

*Please describe your role within the company.

Talk to us about the tasks you undertake daily.  

*Please describe your goals for the business.

 These could be general or relating to a specific sector.  

*What is your approximate timeframe for achieving those goals?

*What is the primary problem you're looking to solve?

*Are you having issues in (INSERT THE AREA OF BUSINESS YOUR PRODUCT RELATES TO)?

*What do you feel is the main reason for these problems?

*Why is solving this problem important to you?

 Why is it a priority?  

*Why hasn’t it been addressed prior to this?

Do you have any ideas of potential solutions?

 If so, please describe these.  

*What would success look like for you?

 How will you know when the problem has been solved?  

*Without our product, do you have a plan in place to address this problem?

*What are the main obstacles preventing successful implementation of your plan?

*Please provide us with an approximate timeframe for implementation.

*Please provide us with an idea of the budget you have available for this.

*Where does this budget originate from?

*Is the budget owner an “executive sponsor”?

*What potential obstacles or curveballs do you think could appear during implementation?

*How can we make the process as seamless as possible?

Our goal is to ensure things remain as easy as possible for you, so let us know how we can aid towards that being the case.  

*How will this solution improve your business and productivity?

*Upon implementation, what differences do you expect to see within your business?

*Please provide a date on which we can follow up with you.

Do you have anything else to add?