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Discovery Session Request Form

Let prospects book a discovery session — the session type, their industry and what to discuss — so you arrive prepared to help.

Description

A discovery session request form books that important first conversation and makes it count. Prospects tell you what they want to discuss, their industry and when suits them, so your consultant walks into the session already understanding the context — ready to add value from the first minute rather than spending it on introductions.

It captures the type of session they’re booking, their organization’s name, and what they’d like to discuss, along with the industry that best describes their business. A preferred date and time slot, their website or LinkedIn, contact details and consent complete a booking you can prepare for properly.

Customize the session types and fields to match your practice, restyle it in your brand colors, and embed it on your site so discovery sessions book themselves.

Form fields

Everything the Discovery Session Request Form above collects — 11 fields, so you can see exactly what it captures before you make it your own.

Book a Discovery Session

  • What type of session are you booking?

    Single-Select Icon
    Single-Select

  • What’s your organization’s name?

    Short Answer Icon
    Short Answer

  • What would you like to discuss during our call?

    Long Answer Icon
    Long Answer

  • Which industry best describes your business?

    Short Answer Icon
    Short Answer

  • Please describe your industry:

    Short Answer Icon
    Short Answer

  • Preferred date for the session

    Date Icon
    Date

  • Preferred time slot

    Short Answer Icon
    Short Answer

  • Website or LinkedIn

    Short Answer Icon
    Short Answer

  • Name

    Name Icon
    Name

  • Email

    Email Icon
    Email

  • Consent

    Multi-Select Icon
    Multi-Select
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Template FAQs

Common questions about the Discovery Session Request Form — what it captures, when to use it, and how to make it your own.

What is a discovery session request form?

It’s a form prospects use to book an initial discovery call with your firm. It captures the session type, their industry and what they want to discuss, so your consultant can prepare and make the session genuinely useful rather than starting cold.

What does the form capture?

The type of session they’re booking, their organization’s name, and what they’d like to discuss, along with the industry that describes their business. A preferred date and time slot, their website or LinkedIn, contact details and consent complete the booking.

When would a prospect use it?

When they’re interested enough to talk but not yet ready to commit. Booking a discovery session lets them explore the fit with a low-pressure conversation, and sharing the context up front means that conversation starts productive rather than exploratory.

Who is this form for?

Consultants and firms that offer discovery sessions, and the prospects booking them. It suits any practice where the first call sets the tone, and consultants do better arriving briefed on the prospect’s industry and questions than working it out live.

Why ask what they want to discuss?

Knowing the agenda before the session lets your consultant prepare relevant thinking and examples, so the time is spent on the prospect’s actual questions. It turns a get-to-know-you call into a session that already demonstrates your value and moves things forward.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the session types and fields to match your practice, restyle it to your brand, and embed it on your website with no coding. Discovery sessions then arrive booked and briefed.

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