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Discovery Call Questions That Don’t Turn Into Free Consulting

The point of a discovery call is fit: outcome, constraints, decision process, budget, and next step.

Make the call easier before it starts

The best discovery calls are pre-qualified. Send an intake form first, score the answers, then use the call to confirm fit instead of extracting basic details live.

Get the intake form + call agenda — €9.50

Markdown templates. Copy into Notion, Google Docs, Typeform, Tally, Airtable, or your CRM.

20-minute agenda

Best questions

  1. What prompted this now?
  2. What have you already tried?
  3. Where is the current process breaking?
  4. What is the cost of not fixing this?
  5. What does success look like in measurable terms?
  6. Who approves the work?
  7. What constraints should I know before recommending anything?
Boundary line:

“I can outline how I would approach the project after we confirm fit. Today I’m checking whether the problem, budget, and timeline make sense for both sides.”

Recommended next step

If you are still guessing:

Start with the free scorecard and score your last five leads. Patterns appear quickly.

Open the free scorecard →

If you want the full flow:

Use the pack to connect form questions, scoring, call structure, reply scripts, and scope boundaries.

Get the pack — €9.50 →

Install the full intake flow

Get the complete discovery agenda plus intake form, lead scorecard, reply scripts, and scope checklist.

Get the pack — €9.50