Consultation Questionnaire

Date of Call

Phone *

Contact Discovery Questions

You can either ask the questions and manually fill out the answers, or simply ask the questions if you are on a recorded phone call or video call. Once you complete the call and submit the Post-Meeting Summary form these fields will be automatically completed. Choose your adventure!

F - Family

O - Occupation

R - Recreation

G - Goals

E - Experience & Expectations

Business Discovery Questions

Again, you can either ask the questions and manually fill out the answers, or simply ask the questions if you are on a recorded phone call or video call. Once you complete the call and submit the Post-Meeting Summary form these fields will be automatically completed. Choose your adventure!

What is the nature of your business? (bread & butter)

Why did you start the business?

What are your Core Products & Services?

What year did the business open? How many years of experience do you have? How many years does your team have?

Can you share some Company Highlights or cool projects, etc. that you have worked on?

Organizational Challenges

What are the top 3 challenges you are facing currently in your organization?

What does life look like for you and your organization when these challenges are solved?

Prospect's Pain Points

Which situations are preventing you from solving the problems you listed above?

Suggested Services

Anything else you would like us to know?