Describe the client meeting. Get a short, editable questionnaire for goals, context, priorities, attendees, and useful documents before the call.
Send answers to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a meeting, adjust the details, and send the editable prompt into the builder.
Audience
New clients before a consulting session
Format
Short intake with optional upload
Prompt size
258 chars
Example questionnaire structure
Short intake with optional upload
What prompted this meeting now?
What is the main outcome you want?
What have you already tried?
Who will attend or decide?
Upload a relevant brief or report
Suggested routing tags
Needs research
Decision meeting
Files attached
Ask what a useful outcome looks like; the answer gives the host a clearer agenda.
Step 1
Ask
send a short questionnaire with the invitation
Step 2
Review
scan goals, context, attendees, and files
Step 3
Plan
shape the agenda around decisions and gaps
Step 4
Meet
start with context already collected
Why ask before the call
A focused questionnaire provides enough context to research, invite the right people, and prepare a useful agenda.
Ask whether the client wants a recommendation, decision, plan, price, or answers; then design the session around it.
Collect the current process, previous attempts, blockers, and stakeholders. Follow up on gaps before the meeting.
Collect a brief, report, screenshot, or brand guide early so the host can review it before the call.
Built around the meeting
Start with the meeting's purpose, then remove every question that will not change preparation.
Capture the trigger, outcome, current state, past attempts, and constraints.
Ask about workflow, pain, stakeholders, timeline, and demo priorities.
Gather scope, audience, dates, approvers, files, and required decisions.
Collect progress, changes, open issues, priorities, and agenda requests.
Preparation workflow
Generate core questions, edit them, share one link, and route responses to the host.
State the meeting type, relationship stage, decisions, and information needed.
Put easy context first, group topics, add conditional follow-ups, and remove low-value questions.
Place the link in the confirmation or reminder and give a response deadline.
Send responses to the host, draft the agenda, and research open questions.
Preparation options
The purpose is not to collect more information. It is to collect the small set of answers that changes what the host researches, shows, invites, or decides.
Field guide
Keep fields that alter the agenda, research, participants, or materials; leave the rest out.
Outcome
Ask for the main goal and desired result. A concrete outcome distinguishes a decision meeting from an exploratory conversation.
Current state
Collect the current process, tools, baseline, or challenge. Focused prompts keep the answer concise.
Priorities
A ranked choice or limited checkbox list reveals which topic deserves airtime.
People
Ask for attendee names, roles, and involvement in the decision. This lets the host adjust the level of detail and notice when an essential reviewer is missing.
Constraints
Timeline, budget range, required systems, procurement steps, and non-negotiables can shape the recommendation. Ask only the constraints relevant at this stage of the relationship.
Evidence
Invite links or uploads for briefs, reports, screenshots, examples, or current documents. Explain what will be useful so clients do not upload an unsorted folder.
Related tools
Use a focused tool for discovery, intake, sales consultation, project context, or post-meeting feedback when the workflow needs more than one pre-call questionnaire.
Collect goals, current process, pain points, and call expectations before an exploratory conversation.
Open toolCreate a broader client questionnaire for context that extends beyond one scheduled meeting.
Open toolGather contact, service, onboarding, and administrative details from a new client.
Open toolQualify needs and buying context before a sales consultation or product conversation.
Open toolGather audience, positioning, visual preferences, and references before a brand discussion.
Open toolCollect structured feedback and agenda input for a recurring annual meeting.
Open toolFAQ
Practical answers for consultants, salespeople, and account teams preparing client sessions.
It is a short form sent before a meeting to gather goals, context, priorities, attendees, constraints, and relevant files. It focuses only on answers that change the upcoming agenda.
Ask what prompted the meeting, the desired outcome, current approach, biggest obstacle, previous attempts, decision makers, and fixed requirements. Request relevant documents and remove questions that will not affect preparation.
Most discovery calls need five to ten focused questions. Use choices and conditional follow-ups to reduce effort. A strategic kickoff may require more detail, with optional questions clearly labeled.
Include the link in the booking confirmation and reminder. Give a deadline that leaves the host time to review answers, and allow longer when clients must locate documents.
Yes. Keep the default path short and reveal special questions only when relevant. For example, show procurement questions for a near-term purchase or brand-file requests for a creative project.
Yes. Add an upload for briefs, reports, screenshots, examples, or current documents. Explain which files are useful, make them optional when possible, and offer a shared-link field.
Yes. Makeform provides unlimited free forms and responses. Generate, edit, share, and reuse questionnaires without a response cap; the paid tier removes the Makeform badge.
Review answers early, follow up on gaps, research unfamiliar context, confirm attendees, and draft an agenda around the desired outcome and decisions. Do not ask clients to repeat submitted information.
Prepare before everyone joins the call.
