Collect key information from prospects before a discovery or sales call.

Full name

Email address

Company name

Job title

What is the main challenge you're looking to solve?

Have you tried any solutions before? If so, what didn't work?

What does success look like for you?

What is your estimated budget?

What is your timeline to make a decision?

How did you hear about us?

A discovery call intake form for sales teams and consultants who want to show up to first calls prepared. Prospects describe their main challenge, what they've already tried, their definition of success, budget range, and decision timeline. Reviewing this before the call lets you skip the generic openers and focus on what actually matters to them.

Discovery Call Intake

Discovery Call Intake Form Template

Questions included

Use this template