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Pre-meeting questionnaire
A pre-meeting questionnaire is a short set of questions you send before a first call, consultation or discovery meeting so you understand the other person's goals, background and questions in advance. Keep it short enough to answer in a few minutes, and use the answers to plan the meeting around what they need. Copy the questions below or download them as a text file.
The template
PRE-MEETING QUESTIONNAIRE Your name: Company and role (if relevant): Meeting date: 1. What would make this meeting worth your time? 2. What is the main topic or problem you want to discuss? 3. What background should I know before we talk? 4. What have you already tried, and how did it go? 5. Is there a deadline or timeline we should keep in mind? 6. Who else will join the meeting, and what are their roles? 7. Are there documents, links or examples I should look at beforehand? 8. What questions do you want answered by the end of the meeting? 9. After the meeting, what would a useful next step look like for you? 10. Anything else you'd like me to know?
How to use it
- Pick the five to eight questions that matter most for this kind of meeting; shorter forms are more likely to be completed.
- Send the questionnaire with the meeting confirmation and say why you are asking.
- Ask for answers a day or so before the meeting so you have time to read them.
- Plan your agenda around their answers to the first and last questions.
- Start the meeting by playing back what you read, so they can correct anything.
Turn this into your B4WeMeet page
Put your intro, your questions and what to expect on one B4WeMeet page that people open before the call. We'll fill in the focus, topics and pre-meeting note from this template; you add your name and details.
Turn this into your B4WeMeet page