Operations, Performance & Startup Business Consulting Intake Form
SECTION 1: CONTACT INFORMATION
Company Name:
*
Primary Contact Name:
*
Title:
*
Email Address:
*
example@example.com
Phone Number:
*
Format: (000) 000-0000.
Website:
Business Address:
*
Preferred Contact Method:
*
Email
Phone
Video Meeting
Text Message
SECTION 2: BUSINESS OVERVIEW
Industry:
*
Year Business Was Founded:
Current Business Stage
*
Idea Stage
Pre-Revenue Startup
Early Revenue Startup
Growth Stage
Established Business
Turnaround/Restructuring
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Number of Employees
1-5
6-20
21-50
51-100
100+
Annual Revenue
*
Pre-Revenue
Under $250,000
$250,000-$1 Million
$1 Million-$5 Million
$5 Million-$10 Million
Over $10 Million
Briefly describe your business, products, or services:
*
SECTION 3: SERVICES REQUESTED
Which consulting services are you seeking?
Continues on next page (Select all that apply)
Startup Consulting
Business Planning
Business Model Development
Startup Launch Strategy
Market Research
Go-to-Market Strategy
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Investor Readiness
Financial Forecasting
Fundraising Support
Operations Consulting
Process Improvement
Standard Operating Procedures (SOPs)
Workflow Optimization
Operational Scaling
Technology Implementation
Project Management Systems
Team Structure & Accountability
Cost Reduction Initiatives
Performance Consulting
KPI Development
Performance Management Systems
Leadership Development
Employee Productivity
Strategic Planning
Organizational Effectiveness
Change Management
Revenue Growth Strategy
Other Needs
SECTION 4: CURRENT CHALLENGES
What are the three biggest challenges your business is currently facing?
Challenge #1
*
Challenge #2
*
Challenge #3
*
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What methods have you tried? What were the results? Why do you believe consulting support is needed?
*
SECTION 5: BUSINESS GOALS
What outcomes are most important over the next 12 months?
Increase Revenue
Improve Profitability
Improve Team Performance
Scale Operations
Reduce Costs
Raise Capital
Launch New Products/Services
Improve Customer Retention
Improve Customer Experience
Enter New Markets
Other
Describe your desired results and what it will mean to you or the company:
SECTION 6: OPERATIONS ASSESSMENT
Do you have documented processes or SOPs?
Yes
No
Some Departments Only
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Which areas need the most improvement?
Sales
Marketing
Operations
Finance
Human Resources
Customer Service
Technology Systems
Supply Chain
Project Management
Leadership
Current Software Systems
CRM:
Accounting:
Project Management:
HR/Payroll:
Other Tools:
SECTION 7: PERFORMANCE & LEADERSHIP
Do you currently track KPIs?
Yes
No
If yes, which KPIs?
Team Performance Rating
Excellent
Good
Fair
Needs Improvement
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Describe your current leadership structure:
SECTION 8: STARTUP-SPECIFIC QUESTIONS
Current Startup Stage
Concept
Validation
MVP Development
Product Launch
Early Growth
Scaling
Have you raised funding?
Yes
No
Amount Raised:
Target Customer Profile
Current Business Model
SECTION 9: PROJECT EXPECTATIONS
Preferred Engagement Type
*
One-Time Assessment
Strategy Session
Project-Based Consulting
Fractional COO Support
Monthly Advisory Services
Long-Term Strategic Partnership
Other
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Desired Start Date
*
Desired Completion Timeline
SECTION 10: BUDGET
Consulting Investment Range
*
Under $2,500
$2,500-$5,000
$5,000-$10,000
$10,000-$25,000
$25,000+
Is budget approved?
*
Yes
No
Pending Approval
SECTION 11: DECISION PROCESS
Who will participate in selecting a consultant?
*
Who has final decision authority?
*
Expected decision date
*
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SECTION 12: ADDITIONAL INFORMATION
How did you hear about us?
*
Referral
LinkedIn
Website
Networking Event
Search Engine
Social Media
Other
Additional comments or information
Thank you for completing our Client Intake Form. We will review your information and contact you within 1-2 business days to schedule a discovery consultation.
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