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Business Consultant Client Intake Form

Contact Information

Full Name *

Email *

Phone *

Business info

Buiness Name *

Industry

Business Website

How long has your business been operating?

What is your primary product or service?

Business Goals

What are your top three business goals for the next 6-12 months?

Where do you see your business in 3-5 years?

Current Challenges

What are the biggest challenges your business is facing right now? (e.g., customer retention, operational inefficiency, lack of growth, marketing, etc.)

Are there any specific areas where you feel you’re losing time, money, or resources?

How satisfied are you with your current customer retention? (Rate on a scale of 1-5, with 1 being "Not Satisfied" and 5 being "Very Satisfied.")

Business Operations

How do you currently manage your day-to-day operations? (e.g., manual processes, software, outsourcing)

Have you implemented any systems or tools to streamline your business operations? If yes, which ones?

Do you currently use a Customer Relationship Management (CRM) tool? If yes, which one?

Customer Base

Who is your target audience? (Provide as much detail as possible.)

How do you currently attract new customers?

Do you have any strategies in place to retain existing customers? If yes, what are they?

Finacial Overview

Do you have a clear understanding of your business’s revenue and expenses?

Are there any financial challenges you’re currently facing? (e.g., pricing, budgeting, cash flow)

Growth Oppurtunities

Are you actively looking to expand your business? If yes, in what ways?

Have you identified any untapped markets or potential growth areas?

Additional Information

What prompted you to seek consulting services at this time?

Have you worked with a business consultant or coach before? If yes, what was your experience like?

What are you hoping to achieve by working with me?

Is there any other information about your business that you think is important for me to know?

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