Prospective Client Needs & Fit Discovery Survey

Thanks for your interest in working with us! A few quick questions will help us understand your situation and make our first conversation more useful for you. Your responses are completely confidential and anonymized. This takes about 8 minutes.

What prompted you to look into a solution like ours right now?

• Our team is growing and outgrowing our current process
• Problems or limitations with our current tool/vendor
• Trying to reduce costs
• New compliance or security requirement
• New leadership or strategy shift
• A recommendation from a colleague or peer

How much of a problem are each of the following for your organization today?

When choosing a solution, which of these matters most to you and which matters least?

• Price / total cost of ownership
• Ease of use
• Integration with our existing tools
• Quality of customer support
• Reporting and analytics capabilities
• Ability to scale as we grow
• Security and compliance features

How urgent is it for your organization to solve this problem in the next 90 days?

Which best describes where you are in your evaluation process?

• Just starting to research options
• Actively comparing a few vendors
• In final review, close to deciding
• Already selected a different vendor

Who else, besides you, will be involved in this decision?

• I have final decision-making authority
• My manager or team lead
• A procurement or legal team
• A finance or budget owner
• Technical or IT stakeholders
• An executive sponsor

What's your approximate budget range for this initiative? (Template note: replace these tiers with your own pricing bands before launching.)

• Under $10,000/year
• $10,000–$50,000/year
• $50,000–$150,000/year
• More than $150,000/year
• Not yet determined
• Prefer not to say

What's your expected timeline to make a decision?

• Within the next 30 days
• 1–3 months
• 3–6 months
• 6+ months or no set timeline

Dig into the respondent's single biggest pain point from their severity ratings and their top-priority factor from the trade-off question. Ask what happens to their business if this stays unsolved for another 6 months, and get a concrete example of the problem in action. If they said the problem isn't urgent but rated a factor as critical, gently probe that inconsistency to understand their real priorities.

How many employees does your company have?

• 1–10
• 11–50
• 51–200
• 201–1,000
• 1,000+
• Prefer not to say

Which best describes your role level?

• Individual contributor
• Manager
• Director
• VP / Senior leadership
• C-suite / Executive
• Prefer not to say

What industry is your company in?

• Technology / Software
• Financial Services
• Healthcare
• Retail / E-commerce
• Manufacturing
• Professional Services
• Education
• Other
• Prefer not to say

That's everything — thank you! Your answers help us prepare for our next conversation so we can focus on what matters most to you, rather than asking you to repeat yourself.