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What is Discovery Questionnaire?

Discovery Questionnaire is a set of targeted questions used during the early stages of client engagement to understand their needs, goals, challenges, and preferences. It helps agencies tailor solutions and align expectations before starting a project.

Table of Contents

Full Definition

Using a discovery questionnaire ensures agencies capture critical information upfront.

It helps in scoping projects accurately and preventing scope creep.

Well-structured questionnaires improve client-agency communication and project success.

Examples

  • Clarifies client needs

  • Supports accurate scoping

  • Improves communication

Benefits

  • Can be time-consuming

  • Requires customization per client

  • Needs client cooperation

Common Mistakes

  • Use templates and tailor questions for each client.

Conclusion

Use templates and tailor questions for each client.

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Other Related Terms

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