Templates
General Service Inquiry
Duplicate
Start Call Brief
General Service Inquiry
9 sections · 24 questions
A flexible discovery template for any service engagement. Use this when you're not sure which specific template fits.
Default template — duplicate to make changes.
Context
3 q
1
What made you reach out now?
2
What is currently not working?
3
What have you already tried?
Goals
3 q
1
What does success look like?
2
What outcome matters most?
3
What would make this project feel worth it?
Audience
2 q
1
Who are you trying to reach?
2
What do they currently believe or struggle with?
Scope
3 q
1
What do you need help with?
2
What is already done?
3
What needs to be created from scratch?
Budget
3 q
1
Do you have a budget range in mind?
2
Have you worked with a provider before?
3
What would make this investment easy to justify?
Timeline
2 q
1
When do you want this completed?
2
Is there a launch date or deadline?
Decision Process
3 q
1
Who needs to approve this?
2
Are there other stakeholders?
3
What would slow this down?
Objections / Risks
3 q
1
What concerns do you have?
2
What made past projects difficult?
3
What would make you hesitate?
Next Steps
2 q
1
What should happen after this call?
2
When should I follow up?