In the Discovery Phase, you will engage with your leads by sending them questions. This important phase allows you to gain valuable ideas and preferences straight from your leads, creating the foundation for your project. Here's how to go through this phase smoothly.

Discovery Phase – Where Questionnaires Begin

The Discovery Phase is where conversations with your leads turn into real opportunities. It’s the place to ask the right questions, capture key details, and truly understand what your client needs. Let’s walk through how to find it, send questionnaires, and make sure nothing slips through the cracks.

Where Can I Find the Discovery Phase?

1. Go to the Side Navigation Menu

2. Click CRM > Lead Manager

3. Choose the specific lead you’d like to work with

4. On the lead’s page, you’ll see the Discovery Phase section

Pro tip: If you’re unsure which questionnaire to send (or haven’t built one yet), don’t stress—we’ve got default questionnaires ready for you. You can always create a custom one later.

How do I send a questionnaire?

Inside the Discovery Phase, the process is simple:

1. Click Choose Questionnaire

2. Choose between:

   • Default Template (prebuilt, ready to go)

   • Custom Questionnaire (your personalized version)

3. Select the questionnaire you want to send

Only questionnaires that are created and shown will appear. If you can’t find yours:

• Go to Template Center > Questionnaire

• Enable the Show option

• If it’s in the trash, select View Trash > Restore

If it still doesn’t show up, check if you:

• Forgot to save while creating it

• Permanently deleted it from trash

Preview Before You Send

Not sure how your questionnaire looks?

• Click Preview to review it

• If you’re happy, hit Confirm

From here, you’ll choose between:

• Send Questionnaire (email it directly to your lead)

• Answer by Own (fill it out yourself during a live conversation with the client)

Setting Expiration Dates

When sending, you can decide how long your lead has to respond:

• Manual Expiry – Choose a specific number of days for that questionnaire.

• Auto Expiry – Apply a default expiry timeline to all questionnaires automatically.

This way, questionnaires won’t linger forever, and you’ll know exactly when to follow up.

Tracking & Responses

Once sent, you’ll want to know:

• Did the lead open the email?

• Did they view the questionnaire?

• Have they submitted it yet?

Our tracking system keeps you updated at every step. And if the deadline passes without a response—don’t worry.

Automate Your Follow-Ups

With Automation, you can set smart reminders and follow-ups:

• Send nudges if a questionnaire hasn’t been opened

• Remind leads before expiry

• Keep the conversation alive without lifting a finger

Pretty fascinating, right?

With Discovery Phase, every lead conversation becomes structured, insightful, and productive.