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Sample questionnaire (Demo). This is the intake every new consulting client fills in before kickoff. All companies, names and answers in this workspace are fictional.
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New clients get this as a short form (about 10 minutes). Their name, email, engagement type and start date go straight onto their record in Clients.
About you
- 1. Your name and company (short text, required)
- 2. Work email (email, required). Example: [email protected]
- 3. Which engagement fits best? (single choice) Discovery · Project · Retainer
The engagement
- 4. What business problem are you trying to solve? (long text)
- 5. Where things stand today. Team size, what's already in place, key stakeholders and decision-makers, and the tools we'll need access to. (long text)
- 6. What does success look like in 90 days, and how will you measure it? (long text)
Logistics
- 7. Preferred kickoff dates and your time zone (short text). Example: "Week of Nov 9, US Eastern"
- 8. How should we communicate day to day? (single choice) Email · Slack (guest channel) · Microsoft Teams · Weekly status call only
- 9. SOW and deposit (checkboxes, required) ☐ I've signed the statement of work · ☐ The deposit invoice is paid (or scheduled)
- 10. How did you hear about us? (single choice) Referral · LinkedIn or social · Search · Event or talk · Other