Assessment Questionnaire
By gathering this information, we gain a holistic view of your business operations, challenges, and goals. It allows us to create a personalized, actionable consulting plan tailored to your specific needs. This approach ensures we deliver measurable results that support your business’s growth and sustainability.
Business Overview
Understanding our client’s industry, business structure, and size provides the context we need to tailor recommendations. This section helps identify the nature of your business operations, potential industry-specific challenges, and the scope of consulting services that maybe needed.
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
What is the name of your business, and what industry are you in?
What products or services does your business offer?
How long have you been in business?
What is your business structure? (e.g., sole proprietorship, LLC, corporation)
How many employees do you currently have?
Please Select
0 - 5
6 - 15
More than 16
Financial Management
Accurate financial management is the backbone of any successful business. This section identifies the you current systems, financial health, and areas where you may be struggling (e.g., bookkeeping, cash flow). It highlights gaps in record-keeping or budgeting and lays the foundation for improving financial controls and decision-making.
Do you currently have a bookkeeping or accounting system in place? If yes, which one? (e.g., QuickBooks, Xero, Excel, etc.)
Do you have a business bank account that is separate from your personal account?
Please Select
Yes
No
Do you have a credit card in the business name, or a personal card you have designated for business use?
Please Select
Yes
No
Are you financial records up-to-date? If no, how far behind are they?
Are there any specific financial challenges or pain points you’re facing (e.g., cash flow, budgeting, financial reporting) that you would like assistance with?
Tax Planning and Compliance
Tax compliance is a major concern for small businesses. This section determines if you have any outstanding tax issues, need for tax planning advice, or requires support in maximizing deductions and avoiding penalties. Understanding your tax situation ensures proactive planning and compliance strategies.
Are your tax filings current? If not, what is the status of your outstanding tax obligations?
Please Select
Yes
No
If not current:
Please Select
1 - 2 Years behind
3 - 5 Years behind
More than 6 years behind
Do you currently work with a tax professional? If yes, how do they assist you?
Have you encountered any tax-related issues or audits in the past? If yes, please explain the nature of the issue.
Are you familiar with the tax deductions and credits available to your business?
Please Select
Yes
No
Some
Business Goals
Goals provide a clear roadmap for where want your business to go. This section helps us align our consulting strategy with your vision, ensuring recommendations are actionable and geared toward achieving both short-term and long-term success.
What are your short-term goals for the next 6 - 12 months?
What are your long-term goals for the next 3 - 5 years?
Are you planning to expand your business (e.g., new locations, products, or services)?
What are your biggest obstacles to achieving these goals?
Operations and Time Management
Efficient operations are essential for scaling and sustaining a business. This section uncovers inefficiencies, bottlenecks, or operational gaps that may hinder the business. It also helps identify opportunities to optimize workflows, streamline processes, and improve time management.
What tools or systems do you use for managing your daily operations (e.g., CRM, project management software)?
How do you manage your time and prioritize tasks within your business?
Are there any operational bottlenecks or inefficiencies you’d like to address? If yes, please describe.
Do you have a standard operating procedure (SOP) for key business processes?
Please Select
Yes
No
Some
Marketing and Sales
Marketing and sales are critical for driving growth. This section evaluates your strategies for customer acquisition and retention, identifies challenges in your marketing efforts, and highlights areas where you might need support, such as branding, digital marketing, or sales funnels.
How do you currently attract new customers or clients (e.g., social media, referrals, advertising)?
Do you have a clear marketing strategy or plan?
Please Select
Yes
No
Somewhat
What are your sales goals, and how do you measure success?
Are there specific marketing challenges you’re facing?
Technology and Automation
Technology and automation can dramatically enhance efficiency and scalability. This section explores whether your business is leveraging tools and systems to their full potential, identifies opportunities for automation, and helps your business stay competitive in a digital-first world.
Are there any tools, apps, or software you’ve considered using but haven’t implemented yet?
Are there repetitive tasks in your business that could be automated?
Please Select
Yes
No
Probably Some
I'm not sure
Do you feel confident about your online presence (e.g., website, social media,SEO)?
Please Select
Yes
No
Always room for improvement
Support and Training
A strong, well-trained team is key to business success. This section assesses the leadership capabilities, team skills, and potential training needs, enabling us to support your growth through coaching, consulting, or workshops that empower both the owner and their team.
Do you feel your team has the training and skills needed to succeed in their roles?
Please Select
Yes
No
Somewhat
Are you looking for coaching, consulting, or training to support your leadership development?
Please Select
Yes
No
Some
What areas of your business do you feel need the most support right now (e.g., financial, operational, marketing)?
Personal Motivation and Challenges
Understanding your personal motivations and challenges provides insight into your mindset and resilience as a business owner. This section ensures we address not just business problems but also the personal stresses or obstacles that might impact your ability to succeed.
What inspired you to start your business?
What do you love most about being a business owner?
Are there areas where you feel overwhelmed or stressed as a business owner?
What are you expectations for working with consultants like us?
Miscellaneous Additional Information
This section ensures no critical details are missed and establishes communication preferences and expectations, which we think are essential for a productive and positive working relationship. Regular check-ins and clear communication help build trust and keep progress on track.
Is there anything else you’d like me to know about your business or challenges?
How would you prefer we communicate?
Please Select
E-Mail
Phone
Zoom
In Person
Flexible
What is your preferred schedule for check-ins or meetings?
Please Select
Mornings
Afternoons
Evenings
Flexible
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