Business Consulting Questionnaire

Please fill out this questionnaire to help us understand your business and tailor our consulting program to meet your specific needs.

Client Information

Business Contact Name:


Business Name:


Business Address:




Email Address:


Phone Number:


Website:

Business Overview

What is your business’s mission and vision?


When was your business established?


What products or services do you offer?


Do you have a formal business plan?
Yes
No

Upload Your Business Plan:

Do you have a formal marketing plan?
Yes
No

Upload Your Marketing Plan:

Describe your leadership team (roles, titles, responsibilities):


How many employees do you have?


Who is your primary target audience?


Who are your top competitors?


What sets your business apart from the competition?

Business Operations

Briefly describe your key business processes:


Do you have documented Standard Operating Procedures (SOPs)?
Yes
No

What tools or software do you use to manage daily operations?
CRM
Accounting
Inventory Management
Other

Financial Insights

What is your approximate annual revenue?


What are your largest expenses?

Vision and Goals

What are your short-term business goals (6-12 months)?


What are your long-term business goals (3-5 years)?


Submit