ARDOTOOLS

Client Discovery Question Builder

Generate focused client discovery questions based on industry and service.

Context

Questions



  

    
How it works

    
    
      
  1. 
        
    Describe the engagement
    
        
    What kind of work, and who the client is.
    
      
    2. 
      
  2. 
        
    Get the question set
    
        
    The things worth knowing before you can price or scope it.
    
      
    3. 
      
  3. 
        
    Take it into the call
    
        
    Asking these first is what stops a quote becoming a guess.
    
      
    4. 
    

  


  

    
Who this is for

    

      

        
Before quoting

        
Most underpriced projects were underpriced at the discovery stage.

      

      

        
First client call

        
A prepared question set stops you improvising.

      

      

        
Handing off to a colleague

        
The same questions, so scoping does not depend on who took the call.

      

      

        
Spotting a bad fit

        
The answers often tell you not to take the work.

      

    

  


  

    
Questions

    

      
Why not just ask for the budget?

      
Ask, but expect a vague answer early on. What the project has to achieve and what happens if it does not are usually more informative than a number a client has not settled yet.


      
What is the most commonly skipped question?

      
Who signs off. Projects run long far more often because approval is unclear than because the work is hard.


      
Should I send the questions in advance?

      
For anything substantial, yes. It gives the client time to find real answers and makes the call shorter.