Does it book the call automatically?

No. It collects the request and the preferred times, and you reply with a confirmed slot. Fillfold is not a calendar tool.

Can I add my own qualifying questions?

Yes. Add questions such as company size or current tools, and mark the ones that must be answered.

Can people use it on a phone?

Yes. The conversational layout shows one question at a time, which works well on a small screen.

Business & services

Discovery call request form with preferred times

A discovery call works best when you already know the person's main challenge. This conversational form asks for their name and email, their company if they have one, the challenge they want help with, how soon they want to start and which times suit them.

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Who it is for

Consultants and coaches who sell through a first conversation
Agencies that qualify leads before spending time on a proposal
Solo professionals who want fewer calls with people who are only browsing

When to use it

Link it from your website's contact button or from a social profile. Because each question appears on its own, it feels like a short chat rather than a form. The urgency question, from as soon as possible to just exploring, helps you decide whom to answer first.

What the form asks

Questions

What is your name? · requiredShort text
Email address · requiredEmail
Company (if any)Short text
What is the main challenge you want help with? · requiredLong text
When do you want to start? · requiredMultiple choice
Which times suit you?Checkboxes

Every question can be changed, removed or reordered before you publish.

The PDF your respondents receive

Each request produces a short PDF with the contact details, the challenge in the person's own words, the timing and the preferred slots. Keep it with your notes for the call, or share it with a colleague who will take the meeting.

First page of the sample PDF made by the Discovery call request template, filled with invented data — A sample of the PDF this template produces, filled with invented data. Your logo, colours and wording replace the sample ones.

Questions people ask

Does it book the call automatically?: No. It collects the request and the preferred times, and you reply with a confirmed slot. Fillfold is not a calendar tool.
Can I add my own qualifying questions?: Yes. Add questions such as company size or current tools, and mark the ones that must be answered.
Can people use it on a phone?: Yes. The conversational layout shows one question at a time, which works well on a small screen.

Start from this template

Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.

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