Go into discovery with the right context
Use Formkii to collect consulting inquiries, prepare discovery sessions, and gather feedback after an engagement.
Free to use · No credit card required
Qualification without clutter
Ask about the problem, current approach, and urgency. Keep the first inquiry short enough to complete before a discovery call.
Engagement feedback
Check whether recommendations are clear and what prevents implementation. Separate satisfaction with the conversation from progress toward the agreed outcome.
Start with these questions
- Current process
- How do you handle this today?
- Desired outcome
- What needs to work differently?
- Readiness
- Who needs to be involved in a decision?
Get started with a clear next step
- 1
Choose the first intake or feedback workflow to improve.
- 2
Build a short form or survey and test it with a colleague.
- 3
Share the link and assign someone to review and follow up on responses.
Do not request confidential strategy documents in an initial public form. Agree on an appropriate information-sharing process first.