Free tool · Client discovery questionnaire

Your client questionnaire,
ready before you quote.

Type your trade: you get every question to ask the client before pricing the job, from budget and access to technical choices. Check what you need, then copy it, print it or send it to the client.

  • Free, no sign-up
  • 20 trades covered, plus your own questions
  • Copy, print, or send to the client
Your trade

Nothing is saved. For a trade we don’t cover yet, its name is sent to our AI provider to write the questions, then discarded.

Your questionnaire

The questions for every quote

13 of 13 questions selected · Untick what you’ll see on site, or what doesn’t apply.

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Type your trade above to add the technical questions for your work.

The project
The property and what’s there now
Budget and financing
Timing
The decision
Photos and documents
Without the back-and-forth

What if clients answered these questions before calling you?

That’s what Vision sets up for businesses that sell on quotes: an inquiry page that asks the right questions for your trade, so each request arrives complete, with photos, budget and timing. Start with the free diagnostic: three minutes to see where your inquiries get lost.

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By trade

Client questionnaires, trade by trade

Every trade has its own questions. Pick yours for a questionnaire ready to copy, print or send.

The guide

What to ask a client before quoting

Why a few questions change your quotes, how to ask them, how to bring up the budget, and what to do with the answers.

On this page
  1. Why ask questions before quoting
  2. On the phone, by email or with a form
  3. How to bring up the budget
  4. What to do with the answers
  5. From questionnaire to inquiry form

1. Why ask questions before quoting

A quote prepared on a vague request costs you a trip, an evening of pricing, and often a second version. A few questions on the phone change three things:

  • You price the right job, not the one you imagined.
  • You save the trips that had no chance, by spotting a budget or a deadline that doesn’t fit.
  • You come across as the one who listens. Clients remember the professional who asked the right questions.

2. On the phone, by email or with a form

The same questions work three ways:

  • On the phone, for the first call: ten minutes, and you hear the hesitations.
  • By email or text, when the client prefers to write: send the message version, they answer at their own pace.
  • In your inquiry form, so requests arrive complete. It’s the most effective, because nothing depends on your availability.

3. How to bring up the budget

The question that makes people most uncomfortable is the most useful one. Three ways to make it natural:

  • Offer ranges: “Are you closer to [A], to [B], or above?”
  • Give a guide price: “Similar projects usually come to between [X] and [Y]. Is that what you had in mind?”
  • Present levels: “There’s usually a simple, a mid-range and a high-end way to do it. Which way are you leaning?”

4. What to do with the answers

Count the warning signs: a budget far off, an impossible deadline, a decision-maker who won’t take part, a client comparing on price alone, a job outside your area. Then:

  • None or one: book the visit, and give the date of the quote.
  • Two: give a price range on the phone first, and only travel if it works.
  • Three or more: decline politely. You keep your reputation, and your half-day.

5. From questionnaire to inquiry form

Once your questions are set, put them where requests come in: a form on your website, a link you send, a script for whoever answers the phone.

A request that arrives with photos, budget and timing is a quote you can prepare the same day.

Questions

Your questions about the client questionnaire

What is a client discovery questionnaire?

It’s the list of questions to ask a prospective client before preparing a quote: the project, the property, the technical choices, the budget, the timing and who decides. It helps you price the right job, and decide whether a visit is worth it.

How many questions should I ask before quoting?

On the first call, eight to ten are enough: project, access, timing, budget, decision, other quotes, photos, priorities. Keep the technical questions for the visit, or for a follow-up message.

Should I send the questionnaire to the client?

Yes, if they prefer to write. Copy the message version: it lists the questions you kept, with a short introduction. Keep it short by unticking what you’ll see on site.

Can I edit the questions?

Yes. Untick the ones you don’t need, add your own, then copy or print the result. Nothing is saved: keep your version in your notes or your quoting software.

Is it free?

Yes. No sign-up, nothing to install, and the questionnaires are free to use and share.

My trade isn’t in the list. What can I do?

Type it anyway: the tool writes technical questions for your trade with AI, on top of the questions that apply to every quote. Read them through before using them, and add your own.

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Further reading

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Phone resting on a job-site stepladder, a new inquiry notification on the screen
First contact

How Fast Should You Reply to a Quote Request?

A quote request lands while you're on site: how to reply fast without dropping everything, realistic response times by request type, and the messages to set up.

8 min read
Open notebook with a checked-off list of questions on a van dashboard, next to a phone
Understanding the project

8 Questions to Ask Before You Write a Quote

Budget, timing, who decides: the 8 questions to ask before you travel or price a job, so you stop quoting for nothing. Printable checklist included.

9 min read
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Where do your customer inquiries get lost?

Three minutes to turn more inquiries into signed projects.

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