Client Discovery Questionnaire

1 Business Information

What is the name of your business? *

Where is your business located? *

Do you operate: *

Locally

Nationally

Internationally

What industry are you in? *

How long have you been in business? *

Less than 1 year

1–3 years

3–5 years

5+ years

2 About Your Business

What does your business do? *

Who are your ideal customers? *

What makes your business different from competitors? *

What are your biggest business goals over the next 12 months? *

3 Current Challenges

What is your biggest challenge right now? *

What prompted you to seek our services today? *

Have you worked with another agency, freelancer, or IT company before? *

Yes

No

If yes, what worked well and what didn't?

4 Project Details

5 Existing Systems

Do you currently have: *

Website

Mobile App

CRM

ERP

POS

Online Store

Social Media Presence

None

If you have a website, what is its URL?

What do you like or dislike about your current setup?

6 Timeline & Budget

7 Decision Making

Are you the primary decision-maker? *

Yes

No

If no, who else is involved?

Have funds already been approved for this project? *

Yes

No

In Progress

8 Communication

What is your preferred communication method? *

Email

Phone

Microsoft Teams

Zoom

Google Meet

What time zone are you in? *

What is the best time to contact you? *

9 Vision Questions (Powerful Discovery Questions)

If this project is wildly successful, what changes in your business would you expect to see? *

What has prevented you from achieving this goal until now?

If nothing changes in the next 12 months, what will it cost your business?

Why is solving this problem important now? *

What would your ideal solution look like? *

What would make you say, "Brimcotech exceeded our expectations"?

Are there any companies whose digital experience you admire? Why?

Is there anything we should know before proposing a solution?

10 Contact Information

Full Name *

Job Title *

Company Name *

Email Address *

Phone / WhatsApp *

Website (if applicable)

LinkedIn (optional)