Free web design discovery call questions template (PDF and Word).
Everything for the call before you quote: a short form so the call is for the “why”, seven questions with follow-ups, a notes sheet that feeds your quote and a follow-up email with a day on it.
Free, no email needed. 6 pages, in English. Updated .
What is inside the template
8 sections, in the order you use them, each with short guidance you delete before sending.
The booking email
Sent when they say yes to a call: the length, the goal of leaving with what you need for a fixed quote, and a link to the short form.
The short form to send ahead
Five questions on the business, the goal, three liked sites, who has the words and photos, and a live-by date.
The opening script
Say the time and the goal first, and ask before recording a call.
The seven questions
Goal, success, what is not working, pages and features, content, who signs off, and range and date, each with a follow-up.
Notes sheet
Fill in live: their words on one side, what it means for the quote on the other. Every line needs a goal, a number or a day, and an owner.
The budget question
How to ask for a range without asking cold, and replies for “I have no idea” and “I won’t say”.
The follow-up email
Sent within a few hours: what you heard, the day the quote lands, one reply to confirm and a walkthrough you booked before hanging up.
Ready to quote? Checklist
Eight checks, including that you have not named a price on the call.
Plus a filled-in example
A fictional dental website call lasting 25 minutes with a practice manager. The notes sheet captures a goal of more online bookings and a new patient worth about $800 a year. Three sizes are offered, $7,500, $4,800 and $2,340, and the follow-up promises a quote by Friday the 6th.
How to use it
- Download the PDF to read it, or the Word file to edit it. The Word file also opens in Google Docs and Pages.
- Send the booking email with the short form, and have the notes sheet open during the call.
- Ask the seven questions in their order, use the budget wording and book a walkthrough before you hang up.
- Send the follow-up email within a few hours and check the ready-to-quote list before you price.
In Workspace369 a prospect can fill your intake form and land in your Requests inbox as a request. One click converts it to a client. See intake forms in Workspace369. Our #1 pick is Workspace369.
Questions about the template
Is the web design discovery call questions template free?
Yes. Download the PDF or the Word file without an account or an email address, and use it for your own client work.
What should I ask on a web design discovery call?
What the site should do, what success looks like, what is not working now, which pages and features they picture, who writes the words and sends photos and by when, who signs off, and whether they have a range and a date in mind.
How long should a discovery call be?
The template suggests 25 minutes. There is no standard length, so pick what you can hold and say it up front.
How do I ask a client about their budget?
Say why you are asking: “To suggest the right size of site, do you have a range in mind?” If they have no idea, offer three sizes, biggest first. If they will not say, offer two options and ask which is closer.
Is this template legal advice?
No. It is general information. Have your terms checked by someone qualified where you work, and check your local rules before recording any call.