Consulting Consultation | Pre-Consultation Assessment

Consulting Consultation | Pre-Consultation Assessment

This assessment helps me understand what is happening inside your organization, where you may be experiencing pressure, and whether Threshold Mapping consulting is the right fit for what you need. You do not need to have everything figured out. That is part of why we are here.
ABOUT YOU & YOUR ORGANIZATION
Full Name

First NameMiddle NameLast Name
Organization / Company Name
Your Role / Title
Email Address
example@example.com
Website or LinkedIn
What industry does your organization operate in?
Approximately how large is your organization or team?
WHAT BROUGHT YOU HERE
What brought you here? What is happening inside your organization, team, or business, and what do you believe the problem or opportunity is?
Where are you currently feeling the most pressure?

Other
How long has this challenge, gap, or opportunity been present?
What have you already tried? What worked, what did not, and what keeps showing back up?
Where do you suspect there may be a blind spot? What feels unclear, disconnected, inefficient, or harder than it should be?
SYSTEMS, DATA & DECISION-MAKING
What Customer Relationship Management (CRM) system are you currently using?

Other
What other core systems or platforms does your team rely on?
What are you currently using to make decisions?

Other
How confident are you in the accuracy and usefulness of the data or reporting available to you?

1

2

3

4

5

1 is Not confident, 5 is Very confident
RISK & OUTCOME
What happens if nothing changes? What could this cost in time, money, people, opportunity, capacity, or momentum?
What would a successful outcome look like? What decision would become easier, and what would be measurably or visibly different?
Is there a deadline or event influencing the timing of this work? This could include a launch, financial target, leadership decision, organizational change, or another time-sensitive priority.
FIT & READINESS
What kind of support do you believe you need?

Other
Are you the decision-maker for this work?
If you selected No or Shared decision, who else needs to be involved?
Are you prepared to act on what we uncover?
What is your anticipated budget for this work?
Is there anything else you believe I should know before we meet?
Should be Empty:

Consulting Consultation | Pre-Consultation Assessment

ABOUT YOU & YOUR ORGANIZATION

WHAT BROUGHT YOU HERE

SYSTEMS, DATA & DECISION-MAKING

RISK & OUTCOME

FIT & READINESS