Business Consultant Form

There’s a unique “edge” most business owners have in common: they’re visionaries that are comfortable betting on themselves.

At their core, they have confidence that they can do what others can’t, that they can solve problems that others can’t—and that’s what drives their entrepreneurial spirit.

But let’s admit it—we’ve also all come to the point where we realize we aren’t equipped to solve a problem.

This form will guide you through some questions that will help assess how we can help you.

Name *

First

Last

Email *

Phone *

Address *

Address Line 1

City

State

Zip Code

What do you feel your needs are ? *

How did you find out about our services?

Direct contact
Word of mouth
Google
Social Media
Other

If other

CAREER GOALS

What are your top (5) goals for 2024 ? *

What are your top (5) goals for the next 5 years ? *

What drew you to this career path ? *

In this career path, what brings you the most value, meaning, or happiness ? *

BARRIERS

What do you consider to be your biggest challenges in day-to-day life ? *

What do you consider to be your biggest challenges when looking towards the big picture ? *

What have been the biggest challenges for you in the past 2 years ? *

HISTORY & CAPABILITIES

How likely are you to take action once you’ve made a decision ? *


0	1	2	3	4	5	6	7	8	9	10

How prepared do you think you are to make changes to your business ? *


0	1	2	3	4	5	6	7	8	9	10

Briefly Describe a time in your life when you made big changes in order to achieve your goal : *

Looking back at the past, where did you think you would be by now ? *

What do you believe are the biggest reasons for why you are in the position you are in now ? *

TRAITS

What do you consider to be your greatest strengths ? *

What do you consider to be your greatest weaknesses ? *

What helps you the most when accomplishing your goals ? *

What has kept you from accomplishing your goals in the past ? *

Are there any obstacles impeding you from accomplishing your goals right now ? *

ORGANIZATION

What are your preferred project management tools ? *

What tools do you currently work with for organizing your business ? *

What tools do you use in your business the most ? *

Are there any tools that you would like to be integrating into your workflow within the next 12 months ? *

CONSULTING NEEDS

If you were to work with a consultant to help reach your goals, how often would you want to meet with them ? *

More than once per week
Weekly
Bi-weekly
Monthly

If you were to work with a consultant to help with reaching your goals, what would be your preferred meeting format ? *

In person
Phone
Video chat
Other

What monthly budget would you set aside for consulting ? *

Less than $1000 per month
$1000 per month
$5000 per month
Greater than $10,000 per month
I am not sure

Have you ever worked with a consultant, life coach, accountability partner, or with someone to improve career planning in the past ? *

Were the results you achieved with them acceptable to you ?

Why do you think the results failed to meet your expectations ?

While working with them, did you reach your goals ?

Why do you think you were not able to reach those goals ?

What did they do that helped you reach your goals ?

When working with a consultant, what is your preferred approach to being given direction ? *

I like to be told what to do
I like to be given different options and then choose from a menu
I prefer to discover my own paths
I would prefer for them to do the work for me

Across what time interval would you be looking to see positive results ? *

Every month
Every quarter
Semi-annually
Annually

If there is anything else you'd like to share with us, please enter it here