A discovery call where you ask the right questions in the right order and leave with notes you can actually use. Describe the prospect and the problem they hinted at, and a Taskade Genesis app returns a tailored question set grouped by theme, with follow-up probes, a live capture sheet, and a scoring rubric for whether this is work you should take.
The Consultancy Booking Form is a live Taskade Genesis app embedded on this page. It is a client-facing booking and intake form rather than a discovery script, so use it as your starting point: run through it here, then click "Use this app" to clone it in about ten seconds and describe your own practice so its fields become the questions you ask on the call.
Discovery goes wrong in two directions: too loose and you get a friendly chat with no scope, too rigid and you interrogate a stranger. The kit sits in the middle. Every question carries a purpose note, so you know why you are asking, and every answer lands in a field you can price against later. Workspace DNA carries it forward. Memory keeps the answers attached to the account so the second call never repeats the first. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, suggests the probe you would have forgotten and drafts the recap email while the call is still warm. Execution creates the proposal record and the follow-up task before you close the tab.
Work the call in whichever layout suits you:
- List view for the running question script you follow live
- Board view for grouping questions by theme: situation, impact, constraints, decision process
- Table view for the answer sheet with fit score, budget signal, and timeline
- Mind Map view for seeing how the client's problems connect to each other
- Plus the rest of the 7 project views
Automations handle the before and after. Wire Taskade automations so a booked call in Google Calendar creates the capture sheet pre-filled with what you already know about the account, and a completed call sends the recap email and opens a proposal record. With 100+ bidirectional integrations, your calendar and form tool pull the context in while Gmail and Slack push the recap and the internal handover out.
The AI agents inside the app carry 34 built-in tools including web search, file analysis, persistent memory, custom slash commands, and multi-agent collaboration. Run the research agent on the company the morning of the call and it returns recent announcements, likely pressures, and three questions worth asking that nobody else will.
Clone it, share it with everyone who runs calls, and the question bank is yours. The whole team asks the same things, so your qualification stops depending on who happened to pick up the phone.
Build a variant in Taskade Genesis, browse live apps in the Community Gallery, or learn how to give an agent your own context in Learn. Turn the answers into a document with Turn Discovery Notes Into a Findings Memo, or straight into pricing with Scope and Price a New Engagement.
Frequently Asked Questions
How many questions should a discovery call actually have?
Fewer than you think, with more depth behind each. The app usually proposes eight to twelve primary questions with two or three probes underneath, which fits a forty-five minute call and leaves room for the client to talk. You can ask for a shorter version for a first screening call and a longer one for a paid discovery workshop.
Can it qualify out the work I should not take?
Yes, if you tell it what a bad fit looks like. Describe the engagements that went wrong, whether that is no executive sponsor, no budget authority, or an unrealistic timeline, and the rubric scores each call against those signals. A low score with a written reason is much easier to act on than a vague feeling.
Does it work for a paid discovery engagement, not just a sales call?
It does, and the shape changes. Ask for a paid discovery structure and you get a multi-session plan with interview targets, document requests, a synthesis step, and a findings deliverable at the end, which turns discovery itself into a billable piece of work.
How do I capture answers without staring at my laptop?
Many consultants record the call and paste the transcript afterwards, letting the agent map answers into the fields automatically. Others use the List view as a script on a second screen and type single-line notes. Both approaches end with the same structured record, so pick whichever keeps you present in the conversation.
Will the questions be specific to my field?
Yes, when you describe it. A supply chain review, a brand strategy engagement, and a finance systems audit produce genuinely different question sets, because the agent adapts to the domain and the outcome you named rather than reciting a generic sales framework.
Can several consultants share one question bank?
That is the point of cloning it once and inviting the team. Everyone runs the same structure, answers land in the same fields, and you can compare across calls to see which questions predict the engagements that go well.
What do I do with the notes right after the call?
Ask the agent for a recap while it is fresh. It produces a client-facing summary confirming what you heard, an internal note with the fit score, and a first pass at scope, which is the fastest path from a good conversation to a proposal that lands the same day.
