The discovery call as a form: what they want, for whom, by when and how success will be measured.
Who it’s for
Consultants, developers and agencies who write proposals and want the facts first.
Every question in this template
The pages as a respondent meets them. Pick any question to open it in the live preview above.
- Page 1About you4 questions
- Page 2The work5 questions
- Page 3Shape and scale4 questions
- ThenThank you
We will review this and suggest a discovery call with the right people.
What comes back
Every answer, in one place
Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.
- Partial answers and drop-off by question, on every plan
- CSV, JSON and PDF on every plan, Excel on Pro
- Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
MOMaya OkaforProject discovery · just nowNew
- Your name
- Maya Okafor
- Email address
- maya@northstar.co
- Company
- Northstar
- Your role
- Their answer, in their own words
- Project type
- Website
- What are you trying to achieve?
- Their answer, in their own words
and 7 more answers
Three steps, a couple of minutes
- Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
- Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
- formkit.app/you/project-discovery3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
What this form can also do
Questions about this template
Can AI draft my reply?
On Pro, AI replies can write each prospect a first response from your instructions and your own prices.
Can I send the answers to my CRM?
On Pro, straight into HubSpot, or to any other CRM through a signed webhook, the moment a response arrives.
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