Business & sales template

Sales discovery questionnaire

Identify current conditions, priorities and gaps related to the organisation's goals, challenges and buying needs.

3 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

How would you rate the current situation for the organisation's goals, challenges and buying needs?

Required

Creates a consistent numeric measure that can be compared across respondents. It is required in this starting template, but you can change that in the builder.

2

Which challenges currently apply?

Required

Allows more than one applicable factor without forcing a false single choice. It is required in this starting template, but you can change that in the builder.

Limited resourcesLimited informationAccess barriersCapacity or skillsNo major challenge
3

Is adequate support currently available?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

4

Which priority should be addressed first?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

Immediate basic needAccessQualityCapacityLong-term sustainability
5

Please explain the most important need or recommendation.

Captures context, examples, and ideas that fixed options may miss. It is optional so respondents can continue when it does not apply.

Sample-size considerations

Invite the people involved in the relevant buying or service decision. Separate directional account feedback from statistically representative market research.

Best practices

Ask only what the next action requiresState how contact details will be usedRoute urgent requests outside normal analysis

Common mistakes

Collecting excessive commercial informationTreating a lead form as independent researchFailing to follow up on promised contact

Frequently asked questions

Can I edit the sales discovery questionnaire template?

Yes. Every question, answer option, required setting, section, theme, and eligible logic rule can be changed in Surveyor before you publish.

Can I preview the questionnaire before signing up?

Yes. The respondent preview is available without an account. An account is required only when you want to create and save an editable survey in a protected workspace.

Last reviewed 2 August 2026

Sales discovery questionnaire template | Surveyor