Discovery/Inquiry Form


Best practices to lead prospects through a conversation that uncovers key wants, needs, motivators, decision making roles and timeframe as well as budgets. Use this tool to personalize tours and follow up activities to improve closing ratios.

More Information

This form leads sales teams through a guided conversation that covers key areas of discovery including:

  • Understanding The Current Situation
  • Uncovering Motivations
  • Life Story
  • Budget/ Financial Considerations
  • Next Steps/ Planning