Community managers: Discovery questionnaire

Use this form as part of your discovery process to get every detail you need in one fell swoop so you can create the perfect proposal for your new client.

This form asks for this information:

  • Contact
  • Brief history
  • Goals and objectives
  • Ideal customer
  • Brand elements and tone
  • Motivations

This form uses these blocks:

  • Text area
  • Text input
  • Page break

Link this form to a meeting scheduler to make your discovery meeting as effective as possible.