Business Questionnaire
Personal Information
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Contact
(Email, phone, text)
Business Information
Business Name:
(If applicable)
Business Website or Social Media Link(s):
(If available)
What is your business niche/industry?
*
What is your business niche/industry?
*
Service-based
Product-based
Digital Products
Other
If other, please specify your business niche/industry:
(Review question above)
How long have you been in business?
*
Less than 1 year
1-3 years
3-5 years
5+ years
Business Challenges
What stage is your business currently in?
*
Idea/Concept stage
Planning stage
Start-up phase (Just launched)
Growth phase
Established business (looking to scale)
Rebranding/Realignment phase
What are your current business goals?
*
Developing a business idea
Creating a business plan
Legalizing my business (e.g., LLC, trademark, etc.)
Marketing and branding
Expanding my customer base
Improving operations and management
Rebranding or repositioning
Other
What is your biggest challenge right now?
*
(Briefly describe)
What specific areas do you need help with?
*
Marketing and advertising
Social media presence
Strategy and planning
Operations and logistics
Other
Current Resources
Do you currently have a business plan?
*
Yes
No
In progress
Have you registered your business legally?
*
Yes
No
Do you have a marketing strategy in place?
*
Yes
No
In Progress
Do you have a website or e-commerce platform?
*
Yes
No
In progress
What business tools or software you currently using?
(Hootsuite, QuickBooks, None, etc.)
Vision and Long-Term Goals
What is your long-term goal for your vision?
(Where do you see your business in 5 years?)
What are your top 3 short-term goals for your business over the next 6-12 months?
*
What does success look like for your business?
*
(What is your why?)
Additional Information
Is there anything else you would like to share with us before the call?
Reminder
Thank you for taking the time to complete this questionnaire! To continue the process, please remember to schedule your consultation call at your earliest convenience. I look forward to helping you elevate and grow your business!
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