Client Pre-Qualification Form
Let's see if we're a good fit. Please answer a few quick questions so I can understand your needs and recommend the best next step. Every business is different—and so are the solutions that drive real results. This short form helps me understand your goals and challenges so I can recommend the service that best fits your needs.It only takes 3–5 minutes to complete, and your answers will help us start with clarity, not guesswork.
Name
*
First Name
Last Name
Company Name
*
Role/Title
*
Email
*
example@example.com
Phone Number (Optional)
Please enter a valid phone number.
Format: (000) 000-0000.
About Your Business
Tell us a little bit about your business
What Industry Are You In?
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Manufacturing
Logistics/Supply Chain
Retail/Hospitality
Services
Other
How Many Employees Does Your Company Have?
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1 - 25
26 - 100
101 - 500
500+
Your Needs
Which of these areas best matches what you’re looking for? (check all that apply)
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Strategic Partnership (long-term advisor & partner for growth, culture, and operations)
Business Consulting (process improvement, lean/6S, systems creation)
Mexico Outsourcing (expand operations, contract manufacturing/packaging, border solutions)
Leadership Development (coaching, group facilitation, Elevate & Lead, Manage Your Gaps, Working Genius)
What is your #1 business challenge right now?
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What result would make this partnership a success for you?
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Fit & Readiness
How soon are you looking to take action?
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Immediately (within 30 days)
Soon (1–3 months)
Planning stage (3–6 months)
Just exploring
What level of investment are you open to for the right solution?
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Under $5K
$5K–$15K
$15+
Not sure yet
Anything else I should know about your business or goals?
*
Submit
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