How to use the Client Discovery Questionnaire Generator.
Discovery questionnaires should reveal constraints that affect the work. Ask for decisions and source material the client can realistically provide.
Make the workflow fit your task.
Choose questions that affect scope, delivery or acceptance, and ask for evidence the client can realistically supply. Group the questionnaire by decisions so it produces usable project inputs rather than an exhaustive interview.
- What you provide
- Service offering and project type.
- What you get
- Pre-project questions that uncover constraints and success criteria.
See the input and the result.
Illustrative input and output · a teaching example, not a live WebAct run
Example input
Create a website-redesign discovery questionnaire covering audience, action, content, approval, technical constraints and launch timing.
Completed example
1. Who is the main audience, and what brings them to the site? 2. What action should they be able to complete? 3. Which existing pages and assets must be retained? 4. Which current problems can you demonstrate with examples? 5. Who approves copy, design and final delivery? 6. What hosting, integration or accessibility requirements must the redesign meet? 7. What is the actual launch deadline, and what creates that constraint?
Load this input into the prompt, then copy it to WebAct to try the task. Your result may differ from the illustration.
Decisions and troubleshooting.
Should every client receive the same discovery questionnaire?
Keep core questions, but adapt the rest to the project. A redesign with existing content needs different detail from a new service launch.
Why do answers remain too vague to estimate the work?
Ask for examples, current assets and a named approval owner. Broad preferences need concrete constraints before they can guide scope.
Try it with your own source.
Replace the example with your material in the task prompt. Keep the requirements you need, then copy the task into WebAct.
Customize and copy the task ↑