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The Complete Client Discovery Questionnaire

What should you ask your client on the kickoff call so you don’t need to send a dozen “quick question” emails during the project?

How can you guide this meeting effectively (so you don’t waste 2+ hours while Client narrates the entire evolution of their business)? 🙉

Course
What it is:

A comprehensive questionnaire template that gives you an efficient, time-saving structure for your discovery meeting — and makes you look PROFESH. 😎

Includes 49 carefully-crafted questions covering the 9 vital areas of your client’s business — so you get all the “meat” you need to do your job well, without reinventing the wheel.

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“The breadth and detail of the questionnaire Blew. Me. Away.”

I’d been doing discovery calls for a while before getting this template. While my discovery sessions always ran smoothly, I figured it's nice to see what’s out there, right? Well, I hadn’t even realized what I was missing. The breadth and detail of the questionnaire Blew. Me. Away. And significantly upped my efficiency — and the value I pass onto my clients. It’s about more than the discovery session. Using the Guide gave me a fuller, clearer, more complete picture of my client’s business so I get the copy right the first time — with less follow-up emails, clarifying phone calls, or revisions down the line. Happy clients, happy me.

Rachel Fakheri, CEO of Furrow, a product marketing agency

What should you ask your client on the kickoff call so you don’t need to send a dozen “quick question” emails during the project?

How can you guide this meeting effectively (so you don’t waste 2+ hours while Client narrates the entire evolution of their business)? 🙉

Template
What it is:

A comprehensive questionnaire template that gives you an efficient, time-saving structure for your discovery meeting — and makes you look PROFESH. 😎

Includes 49 carefully-crafted questions covering the 9 vital areas of your client’s business — so you get all the “meat” you need to do your job well, without reinventing the wheel.

Star iconStar iconStar iconStar iconStar icon
“The breadth and detail of the questionnaire Blew. Me. Away.”

I’d been doing discovery calls for a while before getting this template. While my discovery sessions always ran smoothly, I figured it's nice to see what’s out there, right? Well, I hadn’t even realized what I was missing. The breadth and detail of the questionnaire Blew. Me. Away. And significantly upped my efficiency — and the value I pass onto my clients. It’s about more than the discovery session. Using the Guide gave me a fuller, clearer, more complete picture of my client’s business so I get the copy right the first time — with less follow-up emails, clarifying phone calls, or revisions down the line. Happy clients, happy me.

Rachel Fakheri, CEO of Furrow, a product marketing agency

You might also like these templates:

You might also like these courses:

Want to handle sticky client situations (and simple project stages) with finesse?

The Client Management Template Pack

Template
Course
What it is:

A collection of 51 emails that our team uses for every stage of the copywriting process (tweaked for solopreneurs). 

If you ever wondered what to email when... 

  • your client comes late to a Zoom meeting
  • you send a proposal and don't hear back 
  • your client asks to "hop on a call" with you (again 😣) 
  • your client wants you to just do XYZ that's out of the project scope...

then these templates will save you HOURS of drafting emails. 

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“Saves me hours of work”

This email template pack is so comprehensive and valuable. Having bought most, if not all of Michal's resources, I'd say this one might be the highest-value product she's put out to date in terms of hours of work saved.

Adam Kirsch, AK Copywriting

Want to nail your proposal — even if it’s your first?
Unsure what to include (or remove) from your proposal?

The Ultimate Proposal Template

Template
Course
What it is:

An easy-to-follow guide for creating proposals that impress...and convert (so you can build your own template to use again and again — without starting from scratch).

Includes:

  • The 8 must-have sections of a complete, winning proposal (so you don’t leave anything out that your client expects)
  • Detailed breakdown + specific samples for every section (so you know exactly what it could look & sound like)
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“Saved time, boosted confidence, and presented professionally”

Prior to using this template my process was very informal, with details exchanged in multiple emails or too many conversations. The Proposal Template saved me time and boosted my confidence, allowing me to present a comprehensive overview to potential clients in a polished, professional way. I also love the way the template encouraged me to include social proof in the proposal (the "Why Work With Me" page), as this is not something I would have ever thought of doing prior to using the template. It’s yet another amazing tool from Michal that allows me to 'work smarter, not harder' as I establish myself in the world of copywriting.

Sara Anderson

Heads up:

In our world, fluff is for pillows, not products

As a busy mom of 5 Energizer Bunnies kids, I know the frustration of: 
  • sitting through a 3-hour (rambling) video course…and coming out with a half-hour’s worth (!) of insight 😣 
  • reading a 437-page book that could have been a blog post 🙄
  • buying a digital product only to discover that it’s 60% bloat, and never even using it once 🙈

That's why I’ve cut all fluff from my products.

Time invested
Practical
gain
Our products are designed for busy people.

So you get the maximum amount of practical takeaways with the least amount of time and effort.

My trainings are not the kind you can watch on 2X — while scrolling LinkedIn — and still not miss a thing. 😏

We get feedback that copywriters & freelancers use our products regularly, and find them helpful every time a project comes up. 

Sounds like we’re doing something right 😉

Questions? Ideas? Quesadillas?

We’d love to hear from you. 😊
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