Detailed Intake Questionnaire
Deeper intake questions for stronger-fit freelance leads before discovery.
Detailed Intake Questionnaire
What this is: A deeper set of questions for stronger-fit leads so you can prepare for discovery calls with better context.
When to use it: Use this when a lead looks promising and you need better context before discovery, not for every new inquiry.
How this connects: Send this after the short inquiry form, store the answers in your lead tracker, and use them to prepare your discovery notes.
Questions
- What does your business do, and what is your role in it?
- What do you need help with right now?
- What problem are you trying to solve?
- What would a successful outcome look like?
- What have you already tried so far?
- What tools, systems, or platforms are involved today?
- Is there a specific deliverable, scope, or result you think you need?
- Are there any hard deadlines, launch dates, or timing constraints?
- Is there a budget range or investment range you are comfortable sharing?
- Who is involved in reviewing or approving the work?
- Are there any known constraints, blockers, or dependencies?
- Anything else I should know before a discovery call?
Usage notes
- Do not require this for every lead; reserve it for higher-potential inquiries.
- Use it when better context will materially improve the discovery call and your ability to scope.
- Keep the actual form clean and easy to complete, ideally on one page.
- Use the answers to prepare questions and notes in your tracker, not to replace the call.
Example message for sending this questionnaire
You can adapt this for email or DM:
Hi [Name],
Thanks again for reaching out. Before we schedule a discovery call, it would help to have a bit more context.
If you’re open to it, please take a few minutes to answer the questions here: [link or attach this questionnaire].
Your answers will help me come prepared with better questions and a clearer recommendation for next steps.
Best,
[Your name]
Version 1.0 – Last reviewed March 2026