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Consulting discovery session survey

Improve understanding before a consulting engagement.

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Editable examplesPractical guidanceNo-code starting point
ILLUSTRATIVE QUESTIONNAIRE3 prompts

Try the first three questions here. Nothing is submitted or saved.

A useful starting point

Questions to understand the actual experience.

Improve understanding before a consulting engagement. Use the prompts relevant to your audience and allow people to skip situations they did not encounter. Keep response handling consistent with what you explain in the invitation.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

QUESTION 01

Which problem was clarified?

The clarified problem identifies the shared decision context reached during discovery. Compare interpretations without treating agreement on wording as proof of feasibility.

QUESTION 02

What assumption remains unresolved?

An unresolved assumption identifies a condition that could change the proposed consulting scope or required evidence. Record it for an appropriate discussion before agreement, without promising feasibility or requesting confidential project information.

QUESTION 03

What should the next discussion cover?

A proposed next discussion identifies an unresolved decision or evidence need before scope is agreed. Keep confidential details out and confirm the appropriate participants.

Download the questions as text ↓

Examples to adapt, rather than a validated research instrument.

Read the answers carefully

Keep the conclusion within the evidence.

Do not infer contractual agreement from discussion feedback.

Participants agree on a broad aim but not a decision. This is a synthetic example, not a customer result. Do not infer contractual agreement from discussion feedback.

Before you send it

Check what your wording assumes.

BEFORE / LEADING

Would you agree that everything about consulting discovery session was clear and easy?

AFTER / CONTEXTUAL

Which problem was clarified?

The first wording combines an assumed positive outcome with two different judgments. The revised prompt asks about a specific experience and permits an inconvenient or uncertain answer.

A worked interpretation example

From a comment to a practical next step.

Illustrative scenario. These are not customer results.

01 / OBSERVE

Keep the finding specific

Participants agree on a broad aim but not a decision.

02 / INVESTIGATE

Choose an action to test

Write a concrete decision brief.

03 / FOLLOW UP

Check the experience again

After trying the change, repeat “Which problem was clarified?” with people who experienced it. Check whether they still describe the original issue: participants agree on a broad aim but not a decision. Compare explanations and sample context, rather than claiming the change caused an improvement.

From question to next step

Make the feedback useful.

01

Set the decision

Start with the decision: Improve understanding before a consulting engagement.

02

Invite relevant voices

Invite people with relevant experience. Ask after someone has encountered the situation described in “Which problem was clarified?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.

03

Choose an action

Write a concrete decision brief.

Choose the response format

Make room for the explanation.

Suggested formats for this example questionnaire
QuestionSuggested formatWhat to preserve
Which problem was clarified?Optional short textRetain the specific point or condition described; avoid replacing it with an unexplained rating.
What assumption remains unresolved?Optional written explanationKeep context that distinguishes different experiences. Do not infer contractual agreement from discussion feedback.
What should the next discussion cover?Optional improvement suggestionKeep the suggested change separate from whether it has been tested. Write a concrete decision brief.

Make questions optional where appropriate. If you add a rating scale, label its endpoints, keep one idea per question, and retain a follow-up for reasons. These examples are not a validated measurement instrument.

Before you send it

Questions, answered.

Who should receive this questionnaire?

Clients or service owners involved in the described visit or engagement. Ask only about steps each person encountered; do not treat a voluntary response sample as representative.

When should I ask these questions?

Ask after someone has encountered the situation described in “Which problem was clarified?”, while they can still recall the details. For material testing, show the actual draft first; for planning, ask before the next relevant activity.

What should I investigate in the answers?

Participants agree on a broad aim but not a decision. This is an illustrative pattern to look for, not a claim about your respondents. Do not infer contractual agreement from discussion feedback.

What would a practical follow-up look like?

Write a concrete decision brief. After trying the change, repeat “Which problem was clarified?” with people who experienced it. Check whether they still describe the original issue: participants agree on a broad aim but not a decision. Compare explanations and sample context, rather than claiming the change caused an improvement.

How should I ask “What assumption remains unresolved?”?

An unresolved assumption identifies a condition that could change the proposed consulting scope or required evidence. Record it for an appropriate discussion before agreement, without promising feasibility or requesting confidential project information. Use an optional written explanation when predefined choices would hide relevant context.

Can I use the questions in SurveyTeams?

Copy the prompts or download TXT, CSV, JSON, or a Markdown worksheet, then adapt them in your own survey. The CTA opens registration; it does not import this example automatically. Verify available features in your account.

Build with SurveyTeams

Draft your own consulting discovery session questionnaire.

Use these examples to draft your questionnaire. Create a survey draft, add questions, and check the respondent preview in SurveyTeams. Additional features depend on your account and plan.

Create your survey in SurveyTeams

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