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Strategic planning: Discovery questionnaire

Use this form before or as part of your discovery call to inform creating your proposal for a strategic planning client.
strategic planning questionnaire

This form asks for this information:

  • Contact
  • Challenges
  • Motivation
  • Previous coaching

This form uses these blocks: Text input Text area

  • Multiple choice
  • Text area
  • Text input
  • Page break

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