Client questionnairesTechnical Tasks

Discovery questionnaire to send your client before a project

Delivery from 1 dayRevisions includedQuality check
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  • Revisions within the package are free.
  • If you do not respond within 3 days of delivery, the work is accepted automatically.
Order · $25

The money is reserved when you pay and released only once you accept the work.

Discovery questionnaire to send your client before a project

Example result

Example for the Standard package

Technical specification: booking website for a yoga studio

1. Project goals

  1. Let clients see the timetable and book a class in under one minute, from a phone.
  2. Sell class passes and memberships online.
  3. Cut the time staff spend on bookings from about 10 hours a week to under 2.

Success measures (3 months after launch): 70% of bookings made online; no-shows below 10%.

2. Users

RoleWhat they need
VisitorSee classes, prices and teachers; buy a first-class trial
ClientBook and cancel classes, see remaining passes, join a waitlist
TeacherSee their own classes and the list of booked clients
AdminManage timetable, prices, passes, teachers and refunds

3. Pages and screens

  1. Home: next classes today, trial offer, studio address.
  2. Timetable: week view, filters by class type, level, teacher and room.
  3. Class page: description, teacher, length, places left, Book button.
  4. Prices: single class, 5- and 10-class passes, monthly membership.
  5. Teachers: list and individual profiles.
  6. Account: upcoming bookings, history, passes, payment methods.
  7. Admin panel: timetable editor, client list, sales report.

4. Key features

4.1 Booking

  • A client can book if they have a valid pass or pay for a single class.
  • Class capacity is set per room (Room A: 18, Room B: 10).
  • When a class is full, the client can join a waitlist; if a place opens, the first person in line gets it and receives an email and text message.

4.2 Cancellation

  • Free cancellation up to 12 hours before class; the pass credit returns.
  • Later cancellation or a no-show uses up the credit.

4.3 Payments

  • Card payments through a payment provider chosen by the studio.
  • Passes expire: 5-class after 2 months, 10-class after 3 months.

4.4 Notifications

  • Booking confirmation, reminder 3 hours before class, waitlist updates.

5. Non-functional requirements

  • Mobile-first; pages load in under 2 seconds on 4G.
  • Works in the two latest versions of major browsers.
  • Personal data stored in line with local data protection law.

6. Open questions

#QuestionWho decides
1Do teachers mark attendance in the app, or does the front desk?Studio owner
2Is a 2-week trial pass needed in addition to a single trial class?Studio owner
3Should the timetable be embedded on the current website or replace it?Owner + developer
4Which payment provider and text-message service are preferred?Owner

Client: Lotus Lane Yoga, a studio with 2 rooms, 9 teachers and about 60 classes a week. Today bookings go through direct messages and a paper sign-up sheet. Standard package: specification up to 10 pages. Excerpt below.

The client and all details are made up.

About this service

A designer, developer or marketer who starts without the right answers ends up redoing the work, and long calls with the client rarely cover everything. We write a discovery questionnaire for your kind of project: questions in a logical order, plain wording a client without your jargon can answer, examples next to tricky questions, and a short intro that explains why you ask. You send it before the kickoff and start the project with goals, audience, content, access and approvals already written down.

What is included

  • What you getA discovery questionnaire with an intro, grouped questions, answer examples and a list of materials to request, as formatted text to paste into Google Forms, Typeform, Notion or an email.
  • Questions by blockGoals, audience, content, technical, approvals
  • Client-friendly wordingNo jargon, examples for hard questions
  • Materials checklistLogo, texts, access, brand rules to request
  • Red-flag questionsBudget, deadline and decision-maker early on
  • Form-ready layoutAnswer types noted: text, choice or upload

How it works

  1. 1
    BriefYou describe your service and typical client
  2. 2
    QuestionsWe write and order the questions
  3. 3
    QuestionnaireYou paste it into your form or email

What we need from you

Your service and the kind of projects you take, the questions you always forget to ask, where projects usually go wrong, and the tool you will send the questionnaire in.

We will ask you:

  • What service do you offer?
  • Where do your projects usually get stuck?
  • Which tool will you send the questionnaire in?
  • How long should it take the client to fill in?

Compare packages

PackagesBasicUp to 15 questions$12StandardUp to 35 questions$25PremiumShort and full versions$45
Deadline1 day3 days5 days
Revisions123
Questionsup to 15up to 35up to 50
Answer examplesNoYesYes
Versions112, plus a second language
Order BasicOrder StandardOrder Premium

Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

Can you put it into Google Forms for me?

No, we never log in to your accounts. Each question comes with its answer type, so building the form takes a few minutes.

Can I have one version for small and one for big projects?

Yes, in Premium you get a short and a full version that share the same blocks.

Can the questionnaire be in my client’s language?

Yes. Name the language in the brief; in Premium we add a second language version.

Packages
Order · $25· 3 days