Collect situation, goal, timeline and stakeholders before the first sales meeting — so the discovery call starts past the basics and moves faster.
Quick answer
A pre-meeting intake of situation, goal, timeline and stakeholders, so the first discovery call starts past the basics and moves faster.
The first fifteen minutes of a discovery call are usually wasted on questions the prospect could have answered beforehand. This intake form collects the current situation, the goal, the timeline and who else is involved before you dial — so the call opens on the problem, not on paperwork. Ideal for consultative sellers and agencies.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Free-text answers preserve how the prospect actually describes the problem.
Know every stakeholder before the champion goes quiet.
A stated timeline tells you which deals deserve speed.
Open any meeting by reflecting their answers back to them.
From copy to deliverable in four steps.
Copy the intake form into your FormLM workspace — free.
Attach the link to the booking confirmation.
Their situation, goals and players land before you dial.
Skip the basics; start on the problem and the plan.
Pick your role — see how it fits your workflow.
Turn discovery from interrogation into a designed conversation.
Qualify projects before the billable call starts.
Prep renewals and expansions with the account's own words.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
