Free Diagnostic Session Prep Questionnaire Template

Quick answer

Capture the client’s background, symptoms, goals and constraints before a diagnostic session, so hour one starts with facts, not guesswork.

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About this template

The first hour of a diagnostic engagement is usually spent catching up on context that could have arrived before the meeting. This prep questionnaire collects who you are, what hurts, what you have already tried, what changed, and the practical constraints — handed to the consultant in advance so the session starts at analysis. Structured intake fields, timestamped responses, no scoring.

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Template at a Glance

Template	Diagnostic Session Prep Questionnaire
Category	Business & Strategy
Format	Structured intake form with timestamped, exportable records
Time to complete	About 10 minutes per response
What you get	Structured, timestamped records you can review, export or keep on file
Best for	Consultants · Coaches · Agency leads
Cost	Free to copy and customize on FormLM

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What This Form Captures

The five areas every response records, as a structured written record.

Contact & context — who you are and how the business is shaped?
Presenting concern — what symptom or decision prompted this?
History & attempts — what has been tried and what changed?
Goals — what would make the engagement a success?
Constraints — budget, timing and political boundaries?

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What's Included

Everything you need to run this template.

1

Structured intake fields

Contact & context, Presenting concern, History & attempts, Goals, Constraints — captured as one clean form.

2

Timestamped records

Every response saved as a dated, exportable record.

3

Share by link or QR

Send it ahead of the session; responses land automatically.

4

1-click copy to workspace

Free to copy and re-shape per engagement type.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the form and its field settings into your FormLM workspace — free.

2

Customize

Add or remove fields to match your engagement type.

3

Share and collect

Send the link or QR; every response is captured and timestamped.

4

Review and prep

Export or open the structured record before the session.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Consultants

Start engagements at analysis.

2

Coaches

A structured pre-session record.

3

Agency leads

Sharper discovery calls.

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Key Features

What makes this template work as a professional deliverable.

Contact & context
Presenting concern
History & attempts
Goals
Constraints
Structured, exportable responses
Free to copy and customize

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Sample Questions Inside

A preview of the questions it asks — capture context, goals and constraints before the session.

Your name and best contact details (field)
Company, role and a one-paragraph picture of the business (field)
What prompted you to seek a diagnostic now? (open)
What have you already tried, and what changed? (open)
What would a successful outcome look like in three months? (open)
Constraints we should know about — timing, budget, internal politics (open)

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Frequently Asked Questions

Who fills this in — the client or their team?

The person who will attend the session, ideally with one or two colleagues' inputs; it is a prep sheet, not a committee document.

What happens to the answers?

Responses are captured as a timestamped structured record the consultant reads before the meeting; nothing is scored.

How is this different from a discovery call?

It front-loads the discovery call — the meeting time is spent on analysis and options rather than intake.

Can the fields be customized?

Yes — copy the template, adjust questions to your engagement type, and share the link or QR.

Is it free to use?

Yes. Copy it into your FormLM workspace, customize and send before your next session.