THANK YOU FOR BOOKING A CONSULTATION. I CAN’T WAIT TO CONNECT ON OUR CALL, UNTIL THEN Tell me about yourself… Name * First Name Last Name Email * Phone (###) ### #### Company Name Industry Website http:// Social Media Links Briefly describe your business (what do you do and who do you serve?) What are your top 3 business goals for the next 12-18 months? What major pain points or bottlenecks are you currently experiencing? What would a "win" look like at the end of our engagement together? Do you agree with the following statements about your business? My business strategies need help! Strongly Disagree Disagree Neutral Agree Strongly Agree My operations and processes are in order. Strongly Disagree Disagree Neutral Agree Strongly Agree My brand positioning is strong! Strongly Disagree Disagree Neutral Agree Strongly Agree I need help with marketing and visibility! Strongly Disagree Disagree Neutral Agree Strongly Agree I have a strong sales and client acquisition process. Strongly Disagree Disagree Neutral Agree Strongly Agree The team structure and leadership needs some work. Strongly Disagree Disagree Neutral Agree Strongly Agree My business is on top of tech innovation and use of data. Strongly Disagree Disagree Neutral Agree Strongly Agree My business is not financially healthy or profitable at the moment. Strongly Disagree Disagree Neutral Agree Strongly Agree What is your leadership style or business philosophy? What kind of support or partnership are you looking for in a consultant? What's your biggest frustration with past consultants or strategic advisors, if any? What is your ideal start date for a consulting agreement? * MM DD YYYY Do you have an allocated budget or range for this project? * Yes No Just exploring my options Is there an internal deadline or event driving this need? Thank you for taking the time to complete this assessment.We look forward to helping you grow with boldness and precision - the Vivid way.
