Initial Assessment Form for Consulting

Initial Assessment Form for Consulting
Thank you for choosing CTK Advisors Inc. This Initial Assessment Form is designed to gather essential information about your business and consulting needs. Your responses will enable us to tailor our approach, ensuring a highly effective and personalized consulting experience.

Ms. Nelia Ladlad and our team value your insights and are committed to fostering a strategic partnership aimed at your business's growth and success. Please complete the form with as much detail as possible, and do not hesitate to reach out for assistance at any point.
Full Name*

First NameLast Name
Telephone Number*
E-mail Address*
example@example.com
Existing Company Name(s) (If Applicable)
Please add the link to your business website if you have one.
List the names of all owners of the aforementioned business, including the exact percentage of ownership each holds.
For each listed company, please provide the name and position of a primary contact person, along with their telephone number.
Describe your goals and what you hope to achieve through this consultation.
Indicate if you currently have any professional relationship with other consultants.
Which online platform are you currently using for your day-to-day operations?
List your needs from this consultation in order of importance, helping us tailor our approach effectively.
Should there be any further details you wish to share or questions you have, please include them here.
Let us know your availability to schedule our first meeting, ensuring a timely start to our collaboration.
Please Upload Your Business License.

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Please Upload Your Federal License.

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Please Upload Your Federal Certification.

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Please Upload Your State License.

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Please upload any MISC (Miscellaneous) documents if available.

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Final Notes:

Preparation Reminder:We kindly remind you to complete this form before your first meeting with Ms. Nelia Ladlad to maximize the productivity of our session.
Support and Contact:

For any assistance while filling out this form or other inquiries, please feel free to reach out to us directly at admin@ctkadvisorsinc.com . We are here to support you every step of the way.
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Initial Assessment Form for Consulting

Final Notes:

Support and Contact: