Question 1

What is the discovery call questionnaire template for?

Accepted Answer

Consultants, agencies and coaches get more from a discovery call when the prospect has thought about the basics. This questionnaire asks them, scores readiness and books the strongest prospects straight in.

Question 2

What does the discovery call questionnaire template ask?

Accepted Answer

8 questions: What's your first name? Nice to meet you, {{first_name}}. What's your email? Which company are you with? What do you want to achieve? What's getting in the way? Have you tried to solve this before? Have you set a budget? When would you like to start?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 45 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 20 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Discovery call questionnaire template

Before our call