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Full Discovery form

The complete Instfy Discovery questionnaire: who the business is, where it stands, where it wants to go, its context and its constraints.

This form prepares the Discovery, the stage where we build the strategic snapshot of the business. Take your time: your draft is saved automatically and you can come back whenever you want. The more context, the better the analysis.

⏱ Estimated time: 40 to 60 minutes, with your draft saved automatically⬇ Download the questionnaire (PDF)
  1. 1Your details
  2. 2Who you are
  3. 3Where you are: business and market
  4. 4Where you are: operations, people and technology
  5. 5Where you want to go
  6. 6Your context
  7. 7Your constraints
  8. 8People and materials
  9. 9Review and submit
Step 1 of 9Your details

So we can send your copy and get back to you.

Frequently asked questions

Do I need to answer everything?

Only fields marked with an asterisk are required. Answer what you know; the rest will be explored in the interviews.

Can I send documents?

Yes, through sharing links in the materials field. Never send passwords through the form.

Who receives the answers?

You receive a copy by email and the Instfy team receives another at discovery@instfy.com, handled confidentially.

Next steps

Updated on 2026-10-07. Found something outdated? Write to relationship@instfy.com.