Discovery Questionnaire

Discovery Questionnaire
Your Contact Info:
First Name*
Last Name*
Email*
example@example.com
Phone Number*

Area CodePhone Number
Your Business Info:
Company Name*
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Website
Please describe your business:*
How long have you been in this business?*

0-2 years (a.k.a. Start-up phase)3-5 years (a.k.a. Developing phase)6-9 years (a.k.a. Experienced phase)10+ years (a.k.a. Established phase)
Some More About You:
What is your typical work style?*

Take things as they come, keeping on top of deadlinesPlanning ahead, setting and working by prioritiesTake things as they come along with some planning aheadPlanning ahead along with some taking things as they come
Which role(s) do you identify with? (You can pick more than one if you wish)*

The Ideas Person: comes up with new ideas and plans for your business, very creative, not interested in the details of how it could be doneThe Grounding Person: identifies and suggests systems, plans ahead in a logical fashion, acts as a grounding resource for taking a realistic approach to projectsThe Do-er: the one who hammers out the details of how things will be doneThe Cheerleader: reviews what's being done and provides suggestions or reminders along the way
If you chose more than one role above, which one would you say is your #1 preference? Add any other comments if you wish to elaborate:
Which role(s) would you like us to take on for you? (You can pick more than one if you wish)*

The Ideas Person: comes up with new ideas and plans for your business, very creative, not interested in the details of how it could be doneThe Grounding Person: identifies and suggests systems, plans ahead in a logical fashion, acts as a grounding resource for taking a realistic approach to projectsThe Do-er: the one who hammers out the details of how things will be doneThe Cheerleader: reviews what's being done and provides suggestions or reminders along the way
Your Goals:
What is your current situation? You can talk about work, personal, a combination of the two - whatever fits for what is on your mind and what you're wanting help with:*
What are your short term goals for the next two months?*
What are your long term goals for one year from now and onwards?*
How will your life/business change when you achieve these goals? Think about both the short term and the long term goals you've listed here:*
How committed are you on a scale of 1 to 10 to reaching these goals?*
What do you think are the sticky points that are preventing you from reaching your goals, if any?*
*For the following question if you're not sure what each category is all about, have a look at our Super Powers website for more info: http://www.totherescue.ca/services/

FYI this is not a complete list of what we can do for you; if you are looking for help with something that is not in the list please let us know.
Select all the categories you would like our help with:

Solutions ManagementWordpress websites (new, revamps, and/or maintenance)Shopify/Shopping CartsCustomer Service SolutionsMembership systemsNewsletter SystemsTeleseminarsClient Management/Billing SystemsAudio EditingSystems/ProceduresOther
Would you like to set up a time to chat some more about all of this with SMac?

YesNot right nowNo thank you
Any other comments you'd like to add:
Should be Empty: