BBusiness Toolkit
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Discovery Questionnaire

Cover goals, audience, competitors, and budget before your discovery call — edit the questions to fit your process and download a PDF to send ahead of time.

Onboarding a brand-new client instead? Use the Client Intake Form →

Questionnaire Type

Your Business

Client & Project

Questions

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Live Preview

Your Business Name

Discovery Questionnaire

Client Name

Before our discovery call, please take a few minutes to answer the questions below -- it helps us make the most of our time together.

1. What are the main goals for this project?

2. Who is your target audience?

3. Who are your main competitors, and what do you like or dislike about them?

4. What does success look like for this project?

5. What is your timeline, and are there any hard deadlines?

6. What is your budget range for this project?

7. What must-have features or requirements do you have?

8. Is there anything you specifically want to avoid?