Discovery Call Form Template
Screen discovery-call requests before your calendar fills. Need, team size, budget, and urgency are scored quietly, so strong-fit prospects get a faster reply.
A few quick questions before we book time together. They help us prepare, and they save you a call if we're not the right fit.
A discovery call costs you an hour whether the prospect fits or not. This form spends ninety seconds of the prospect's time to protect that hour, and it scores every submission so the strongest fits hear back first.
How the scoring works. Two answers carry weight: budget and urgency. Higher budget brackets add two points to a fit variable, the middle bracket adds one; starting this month adds two, this quarter adds one. When the total reaches three, a logic rule swaps the ending screen, so strong fits see a priority-queue message promising call times within a day while everyone else sees the standard considered-reply ending. The mechanism is a calculated variable plus a set-ending rule, all visible and editable in the Logic panel: change the point values, move the threshold, or add scoring for team size in a few clicks. Respondents never see a score; they experience an ending that matches how fast you will move.
Why these five questions qualify. "What prompted you to reach out now?" is the trigger question, and the answer contains the event, a launch, a departure, a growth spurt, that gives the engagement its deadline and its stakes. Team size calibrates the conversation's altitude. The budget phrasing, "could unlock if the fit is right", asks about capacity rather than commitment, which draws truthful answers from people who would refuse to "state your budget". And the source question tells you which channel sends prospects worth cloning.
One screen at a time. This form runs in focus mode on purpose. Qualification questions feel lighter when they arrive singly, because a wall of budget-team-urgency selects reads like an application, while the same questions one per screen read like a conversation warming up.
What you send instead of asking. No phone field, since booking happens by email reply. No full project brief, since that is the call's job. No calendar-slot picking inside the form either, because you send times in your reply and keep control of your calendar's shape.
Who gates with it, and how to tune it. Consultants and agencies gate every "book a call" button with it. Fractional executives use the scoring threshold to protect deep-work days. Sales teams of one use the priority ending as a service-level promise they can keep. To tune the machine, adjust the brackets to your pricing, rewrite the priority ending's promise to match your real turnaround, and watch the responses view for a week: if too many prospects hit priority, raise the threshold; if none do, your traffic or your brackets need work. The scoring column also exports with the CSV, which puts channel-quality analysis a pivot table away.
Frequently asked questions
How does the priority routing work?
Logic rules add points to a fit variable based on budget and urgency answers; at three or more points, a set-ending rule shows the priority screen. All of it is editable in the Logic panel.
Can respondents tell they were scored?
No, because variables are internal. Respondents only see whichever ending screen the rules select, and both endings read as normal confirmations.
Can I add scoring for team size too?
Duplicate a scoring rule, point its condition at the team-size answer, and assign points. The threshold rule picks up the new total automatically.
Why is this form one-question-at-a-time?
It uses focus mode, which suits short choice-heavy forms. You can switch the same form to document mode in Settings, and the definition stays identical.