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Discovery Call Questionnaire

WorkmodeX Discovery Questionnaire

  • Understanding Current Business Setup

1. Tell us about your current team structure.


  • Onshore team
  • offshore team
  • roles
  • number of staff

2. Have you ever hired offshore staff before?

  • Yes / No — if yes, please share your experience.

3. Are you aware of some of the common cultural differences between American and Filipino team members?

  • Yes / No / Somewhat familiar — we can support you here too.
  • The Role You Are Hiring For

1. What is the role you are looking to fill?

  • Title
  • key duties
  • reporting line

2. Why are you hiring for this role now?

  • Expansion
  • replacement
  • new project, etc

3. Is this a brand-new role or an existing one in your business?

  • New / Existing — if existing, describe current setup.
  • Our goal is to help you build a high-performing offshore team that doesn't just fill a seat, but drives real value into your business. Your answers will allow us to match you with the right talent, offer the right training model, and create a seamless onboarding and performance system for success.

Would you also like me to create:

  • A version of this formatted for a Typeform / HubSpot form?
  • A checklist version for your internal use during the discovery call?

You said:

can you please create an internal checklist for the discovery call

ChatGPT said:

Of course! Here’s the WorkmodeX Discovery Call Internal Checklist, designed for your team to easily tick off responses, note quick comments, and keep the call structured while still making it feel conversational:

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