Free template
Understand the work before you price it. Send prospective customers a short questionnaire about what they want and why, then use the discovery worksheet to record the call — scope, priorities, decision makers, dates, open questions and next steps. Both come blank and as two completed examples.
Enlarge preview: Intake questionnaire — for the prospectSend it after a first enquiry, before a call or site visit.
The outcome they want and the problem behind it, what the work should include and in what order, exclusions, constraints, budget if they want to share it, who decides and how approval works, dates, and their questions.
Blank and 2 examples · Word and PDF
Enlarge preview: Discovery call worksheet — internalFill it in during or straight after the call.
What they said in their words, scope with priorities and in/out, constraints and risks, budget as stated, decision-makers and approval, dates, unanswered questions, agreed next steps with owners, and your own assessment.
Blank and 2 examples · Word and PDF
Choose a document, a version and a format. After the first download, the others need no new form.
Word files open in Microsoft Word, Google Docs, Apple Pages and LibreOffice; we checked them in LibreOffice. US Letter portrait with room to write; change the paper size for A4. The examples use invented businesses and customers.
This pack comes first: it helps you understand the work before anything is agreed, so you can quote or propose accurately. The welcome pack starts work the customer has already agreed to.
Where it helps you suggest the right option, yes — the questionnaire makes it optional, and the worksheet records “not discussed” rather than a guess.
Only if you send them. The questionnaire is written for the prospect; your assessment and internal notes go in the discovery worksheet, which carries an “Internal” header on every page.