Discovery Call Questionnaire

Discovery Call Questionnaire — Form Fields

This sales template includes 7 fields. Prepare for and document discovery calls with prospects using a structured questionnaire. Captures current challenges, goals, timeline, and key stakeholders for deal qualification. Free to customize and use on ZenBuild.

• Prospect / Company Name (text, required)
• Account Executive (text, required)
• What is the prospect's primary problem or goal? (long text, required)
• Decision Timeline (dropdown selection, required) — options: Within 30 days, 1–3 months, 3–6 months, 6+ months, Unknown / exploring
• Is there an active budget for this? (multiple choice, required) — options: Yes, approved budget, Budget pending approval, No budget yet
• Key Stakeholders Identified (long text, optional)
• Agreed Next Steps (long text, optional)