Client Questionnaire

Company Name*

Web Address*

Primary Contact*

Email Address*

Phone Number*

Preferred Method of Contact*

Profile Questions

1. What is the company’s biggest bottleneck right now? In other words, what is keeping the company from achieving its objectives ?*

2. What are the company’s primary objectives?*

3. Can you think about a company or a person with whom you would not want to do business with if you had a choice and please tell us why.*

4. What results do you want from working with us?*

5. What is the current number of employees and what is your target for total employment for the company?*

6. What is the company’s annual revenue? Where would you like it to be in the next 12-24 months?*

7. If you could hit the company’s reset button, what would you do differently?*

8. Have you worked with any type of Business Advisory Service in the past and, if so, what was the outcome?*