Discovery questions

To provide a single and flexible questionnaire that will help you understand your client and the best way to work with them. This tool is ideal for business and design consultants. (Onboarding tool)

Steps
14
Last edited
May 24, 2026
Created by
Nova

About this process

A ready-to-go template to get your new customer up and running. This tool will help you gather all the general information you need. Use this tool when you get a new customer and you need to learn about what they do and how they work - to better serve them. Tip: Invite your customers to participate. They can respond to some of the questions directly from Nova.

The process in detail

14 steps
  1. 1

    Prepare the session.

  2. 2

    What does the company do?

  3. 3

    What is your competitive advantage? And how does the customer perceive it?

  4. 4

    Why does the user need your solution? What are they trying to avoid?

  5. 5

    Who are your major competitors?

  6. 6

    🏆 What’s your current goal?

  7. 7

    How do you think we can help you?

  8. 8

    Points of contact

  9. 9

    Technical Setup

  10. 10

    Business activities updates (optional)

  11. 11

    Meetings & communication

  12. 12

    Marketing collateral (optional)

  13. 13

    Does your business have a brand guideline? (optional)

  14. 14

    Additional team notes

Read the full text
1. Prepare the session.

Before getting started, review the questions and make sure you’re asking what the rest of the teams and departments need in order to build a solid proposal for the client. Confirm that you’ve gathered what the client wants — and what they don’t want.

Then follow this checklist.

Add tasks
2. What does the company do?
Write a note
3. What is your competitive advantage? And how does the customer perceive it?
Write a note
4. Why does the user need your solution? What are they trying to avoid?
Write a note
5. Who are your major competitors?
Write a note
6. 🏆 What’s your current goal?

Increase sales, maintain current relationships and sale new products to current customers, etc

💫What barriers do you have to reach your current goal? What extra resources do you need?

Write a note
7. How do you think we can help you?

How do you think we help? What would be the ideal situation? What's your budget for this project?

Write a note
8. Points of contact

Who is on the management/executive team? (is the website up to date on this?) Who is responsible for overseeing marketing in the organization? Who should we contact when we have questions? What is the best way to get in touch with your team? Who will be reviewing/approving deliverables?

Write a note
9. Technical Setup

How would you like to communicate with us? (Mainly email, slack, phone, etc) If applicable, how would you like to share files between team members?

Write a note
10. Business activities updates (optional)

Where would you be sharing business updates and stories? Where would you share conferences, trade shows, and events calendars?

11. Meetings & communication

How often do you want to have a meeting with us? Who will be joining our meetings? When should we schedule those meetings?

Write a note
12. Marketing collateral (optional)

Do you have marketing collateral, sales sheets or other presentation materials developed? Add the link below.

Write a note
13. Does your business have a brand guideline? (optional)

Add the link below.

Upload files or add links
14. Additional team notes

How do you perceive the client? What are the barriers do you see? What are the next step?

Write a note
Use this process
Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
N
Created byNova·Official process
Last edited May 24, 2026·14 steps