Name of Business

How long have you been in business?

Describe the nature of the business. What products/services do you offer?

What pain points would you like to resolve through this engagement?

What areas of your business are you looking to hire outside consulting services? What areas of your business are you looking to hire outside consulting services? Accounting/Bookkeeping Strategic Business Planning Project Development/Management Strategic Marketing Planning Other

If other, please describe

Who currently keeps your books/records? Who currently keeps your books/records? Employee in-house Outsourced Bookkeeper CPA/Accounting Firm Business Owner

What software do you use to manage your financial records? What software do you use to manage your financial records? QuickBooks Online QuickBooks Desktop NetSuite Other

Bookkeeping Software (Other)

Do you use Cash or Accrual Basis? Do you use Cash or Accrual Basis? Cash Accrual Don’t Know

Are you current with required tax filings? Are you current with required tax filings? Yes No Don't Know

Do you track inventory? Do you track inventory? Yes No Don't Know

Do you need to track inventory? Do you need to track inventory? Yes No Don't Know

Do you need to file Sales Tax Returns? Do you need to file Sales Tax Returns? Yes No Don't Know

How many bank accounts do you use for the business?

How many Credit Cards do you use for the business?

Estimated number of transactions per month across all accounts:

Please describe the nature of the services you think you might want an outside firm to provide.

Please provide any additional information that would be helpful in developing your scope of work.

Are you interested in developing a business plan? Are you interested in developing a business plan? Yes No Don't Know

Have you ever developed a business plan? Have you ever developed a business plan? Yes No Don't Know

Do you have a standardized set of reporting to measure key performance indicators (KPI’s) for the business? Do you have a standardized set of reporting to measure key performance indicators (KPI’s) for the business? Yes No Don't Know

Do you need to create or revamp KPI’s for the business? Do you need to create or revamp KPI’s for the business? Yes No Don't Know

Do you currently use business, industry, or market data to make business decisions? Do you currently use business, industry, or market data to make business decisions? Yes No Don't Know

Do you need assistance in developing realistic business goals and a plan for executing them? Do you need assistance in developing realistic business goals and a plan for executing them? Yes No Don't Know

Please describe the deliverables you would hope to get from this engagement.

Please provide any additional information that would be helpful in developing your scope of work.

Please describe the project to be developed and/or managed through implementation.

Have you already started the project? Have you already started the project? Yes No Don't Know

Desired timeline for the project or desired completion date

Are you interested in developing a marketing strategy and plan? Are you interested in developing a marketing strategy and plan? Yes No Don't Know

Are your marketing activities planned ahead of time? Are your marketing activities planned ahead of time? Yes No Don't Know

Do you have a calendar to track marketing activities? Do you have a calendar to track marketing activities? Yes No Don't Know

Do you track the success of marketing initiatives? Do you track the success of marketing initiatives? Yes No Don't Know

Please check all methods you are currently using to market your business: Please check all methods you are currently using to market your business: Social Media Organic Pay-Per-Click Internet Marketing Email Marketing Direct Mail Radio Ads TV Ads Personal Networking Customer Referrals Don’t Know

Do you have a specified budget for marketing? Do you have a specified budget for marketing? Yes No Don't Know

If yes, is your marketing budget calculated as a percentage of revenue? If yes, is your marketing budget calculated as a percentage of revenue? Yes No Don't Know

If yes, is your marketing budget calculated as a percentage of overall expenses? If yes, is your marketing budget calculated as a percentage of overall expenses? Yes No Don't Know

Please describe the deliverables you would hope to get from this engagement.

Please provide any additional information that would be helpful in developing your scope of work.

What is the estimated budget allocated for this engagement?

Do you anticipate monthly services or a finite project? Do you anticipate monthly services or a finite project? Monthly Finite Term Don't Know

Are you interested in executive coaching services? Are you interested in executive coaching services? Yes No Don't Know

Please provide any additional information not covered in the previous questions.

Logic Test Logic Test Option 1 Option 2 Option 3 Option 4

Option 1 Test Option 1 Test Yes No Don't Know

Is this combo test working?