Client Discovery Questionnaire

Gather essential insights to understand your client's business, goals, and needs for effective partnership.

Steps
17
Last edited
Aug 28, 2026
Created by
Nova

The process in detail

17 steps
  1. 1

    🧑‍🤝‍🧑 Your Organization & Team

  2. 2

    🏢 Core Business & Offerings

  3. 3

    📍 Key Contact Information

  4. 4

    🧭 Mission & Vision: Outline your company's mission statement and vision.

  5. 5

    📜 Founding Story

  6. 6

    🌟 Competitive Edge: Describe your competitive advantage from both internal and customer perspectives.

  7. 7

    🎯 Customer Pain Points

  8. 8

    🥊 Major Competitors

  9. 9

    📈 Market Influencers

  10. 10

    🌎 Market Footprint

  11. 11

    🚀 Current Business Goal

  12. 12

    🤝 How We Can Help

  13. 13

    🧑‍💻 Technical Setup & Tools

  14. 14

    🗓️ Communication Preferences

  15. 15

    📝 Existing Marketing Collateral

  16. 16

    🎨 Brand Guideline Availability

  17. 17

    💬 Internal Team Notes

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1. 🧑‍🤝‍🧑 Your Organization & Team

Share insights about your organization's structure, size, and key departments involved in this initiative.

Consider these aspects:

•Structure: How is your team organized? (e.g., functional, matrix, agile pods)
•Size: Approximately how many people are involved in relevant departments?
•Culture: What are a few words that describe your team's working culture?

Please provide an overview of your team and organizational setup.

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2. 🏢 Core Business & Offerings

Describe your company's primary business activities, core products, or services. Help us understand the fundamental value you deliver to your customers.

•What problem do you solve?
•Who are your primary customers?
•What makes your offering unique?

Clearly articulate what your company does and its main value proposition.

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3. 📍 Key Contact Information

Provide the essential contact details for your company and the main point of contact for this engagement. Accurate and complete information ensures smooth communication and record-keeping.

Please include:

•Company Name
•Full Address
•Primary Phone Number
•General Email Address
•Your Name and Role
•Your Direct Email and Phone Number
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4. 🧭 Mission & Vision: Outline your company's mission statement and vision.

These foundational statements articulate your purpose and aspirations, guiding all strategic decisions.

•Mission: What is your company's core purpose today? Why do you exist?
•Vision: What future state or impact does your company aspire to create?
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5. 📜 Founding Story

Tell us the story behind how your company was founded. Understanding your origins provides valuable context about your values, resilience, and unique journey.

Consider:

•The initial spark: What problem or opportunity led to the company's creation?
•Key milestones: Any significant early challenges or successes?
•Core values: What principles were established from the beginning?
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6. 🌟 Competitive Edge: Describe your competitive advantage from both internal and customer perspectives.

Articulate your competitive advantage and how your customers perceive it. Knowing what truly differentiates you in the market is crucial for strategic positioning.

Reflect on:

•Internal View: What unique capabilities, resources, or values set you apart?
•Customer View: How do your customers describe your key differentiators? What do they value most?
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7. 🎯 Customer Pain Points

Explain the primary needs or problems your target users face that your solution addresses. Understanding their pain points is foundational to demonstrating the value and relevance of your offering.

Think about:

•The "Why": Why do users seek out a solution like yours?
•The "Avoid": What negative outcomes or frustrations are they trying to avoid by using your product/service?
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8. 🥊 Major Competitors

Identify your major competitors in the market.

Understanding the competitive landscape helps us position your offerings effectively and identify opportunities for differentiation.

List your primary competitors and briefly describe what they offer.

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9. 📈 Market Influencers

Name up to five major influencers in your market, if applicable.

These individuals or entities often shape industry trends, consumer opinions, and competitive dynamics.

If relevant, list key market influencers.

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10. 🌎 Market Footprint

Define your current market size and footprint.

Quantifying your reach helps us understand growth potential and strategic priorities.

Consider:

•Market Size: What is the estimated total addressable market (TAM) or serviceable obtainable market (SOM)?
•Current Footprint: What percentage or segment of the market do you currently serve?
•Geographic Reach: Where do you primarily operate?

Describe your market size and current footprint.

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11. 🚀 Current Business Goal

Articulate your company's most pressing current goal.

Focusing on a clear objective ensures our efforts are aligned with your immediate strategic priorities.

•What is the single most important outcome you are striving for right now?
•Why is this goal critical for your business?

State your primary current business goal.

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12. 🤝 How We Can Help

Share your perspective on how you believe our partnership can best support you in achieving your current goals. Your insights will help us tailor our approach to maximize impact and deliver the most relevant solutions.

Consider:

•Specific Challenges: Which challenges do you hope we can address?
•Desired Outcomes: What tangible results do you expect from our collaboration?

Describe how you envision our support contributing to your success.

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13. 🧑‍💻 Technical Setup & Tools

Provide an overview of your current technical setup and any specific tools or platforms relevant to our collaboration.

This information helps ensure compatibility and efficient integration.

Include:

•Key Software/Platforms: (e.g., CRM, project management, communication tools)
•IT Infrastructure Notes: Any specific requirements or limitations?
•Access Protocols: How do you manage user access for external partners?

Outline your relevant technical environment and tools.

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14. 🗓️ Communication Preferences

Indicate your preferred methods and frequency for meetings and general communication.

Establishing clear communication guidelines from the start ensures efficient collaboration.

•Meeting Frequency: How often do you prefer formal meetings? (e.g., weekly, bi-weekly)
•Communication Channels: What are your preferred channels? (e.g., email, chat, video calls)
•Response Expectations: What are your typical expectations for response times?

Select your primary communication preferences below.

Choose one or more
  • 💬 Daily Check-ins (Async)
  • 🗓️ Weekly Meetings (Sync)
  • 📧 Email for Formal Updates
  • ⚡ Chat for Quick Questions
  • 📈 Monthly Progress Reviews
15. 📝 Existing Marketing Collateral

Describe or share any existing marketing collateral or brand assets. Understanding your current materials helps us align our efforts with your brand identity.

Examples: website, brochures, presentations, social media profiles.

Upload relevant files or provide links to existing collateral.

Upload files or add links
16. 🎨 Brand Guideline Availability

Confirm whether your business has formal brand guidelines.

If available, sharing these ensures brand consistency across all touchpoints.

Select the option that best reflects your brand guideline status.

Choose one
  • ✅ Yes, we have formal brand guidelines
  • 📄 Yes, but they are informal/basic
  • ❌ No, we do not have brand guidelines
17. 💬 Internal Team Notes

Use this space for any additional internal team notes or observations that are relevant to this client.

This information will only be visible to your team.

Add any private team notes or key considerations here.

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Created byNova·Official process
Last edited Aug 28, 2026·17 steps