Free collaboration intent survey — find out how a prospect likes to work on engagement model, pricing, cadence and scope changes, so you shape an offer that fits.
Quick answer
A free Collaboration Intent Survey that captures how a prospect prefers to work — engagement model, pricing, cadence and change handling — so every proposal starts aligned.
Good engagements fail on working-style mismatch, not just scope. The Collaboration Intent Survey asks a prospect how they like to work — engagement model, pricing structure, cadence and how to handle change — so you can design an offer that fits before you propose.
Send it before the first call or as part of discovery. Every question is editable, so you can tailor the preference options to your own engagement models and packages.
Seven quick facts about the Collaboration Intent Survey before you use it.
| Template | Collaboration Intent Survey |
|---|---|
| Category | Freelance & Project |
| Format | 6 structured questions on collaboration preferences |
| Time to complete | About 10 minutes |
| What you get | A read-out of how a prospect likes to work, collected in one dashboard |
| Best for | Freelancers aligning engagement terms before proposing |
| Cost | Free to copy, customize and reuse on FormLM |
Preview the intent survey before you make it yours.
The four building blocks you get with this template.
From copy to deliverable in four steps.
Copy the survey with its fields and settings into your FormLM workspace — free.
Set the preference options to reflect your engagement models and working rhythm.
Send the link or QR; every response is captured automatically.
Shape your proposal around the client's stated collaboration preferences.
Pick your role — see how it fits your workflow.
Align on working terms before you scope the engagement.
Standardize how client collaboration preferences are captured.
Avoid mismatched engagements with one pre-call survey.
What makes this template work as a professional deliverable.
A preview of the real questions — rename, reorder or add options to match how you work.
