Client Intake

Overview

All fields are required
1
Company Information
2
Why are you seeking a consultant? What is your biggest problem right now?

Strategy

3
How do you set objectives/goals?
Do you use any specific systems?
4
What tools do you use for time management?
5
What are your current objectives/goals?
6
What are the long term strategic objectives for your organization? 5-10 year outlook for size, impact, products, services, funding.
7
How would you like to impact your clients in the near term?
8
Currently, what is the greatest threat to your company?
9
In the long term, what is the greatest threat to your company?

Products & Services

10
What products or services do you currently offer?
11
What problem does your product or service solve?
12
How do you measure success with those products or services?
13
How do you provide services and in what percentage (online with little to no interpersonal interactions, telephone, in-person)
14
How often and how long should customers interact with your product or service for an expected success (eg., once; weekly for 6 months; 5-day retreats; 4 times a year; etc.)
15
Which products or services are the most popular?
How do you measure this popularity?
Are they the same as those that are the most successful?
16
What products or services would you like to offer and why?
17
What do you love about what you offer and why do you love it?
18
Who are your competitors, those providing similar or the same services to the same population?
19
What makes your product or service different from others in the companies in your industry?

Customer Insights

20
Who are your current customers?
What is the age range?
Where do they live?
21
How far do they commute for services, if they need to?
How is the product or service delivered to your customers?
22
Other demographics
Sex
Sexuality
Economic Status
Race
23
What is the target population criteria for those you serve?(income status, veteran status, housing, etc)
24
Why do you think your users chose your services rather than your competitors?
25
For your service or product, what are the most important population frustrations?
26
For nonprofitsWhat is the most important donor frustrations?

Operations

27
Inbound Customers
How and where do you gain or recruit new customers?
How do you retain customers? Is retention important for your success?
28
Marketing
How are you currently marketing to your clients?
How do you measure the success of your marketing efforts?
In the past, what marketing tools have been the most successful?
How did you measure that success?
Do you have any marketing data?
Do you have a blog, newsletter, or articles?

Technology

Hardware, software, platforms, or systems. It can be online or offline, used for billing/accounting, recruitment, website, or client management. It can even include automated text messages or targeted emails. Hardware includes tools, machinery, or any form of equipment. This can be electronic or non-electronic.

29
What technologies are you currently using?
What is the purpose or objective of these technologies?
30
What would you like to accomplish using technology, either what you have or what you do not?
31
What companies for-profit or non-profit - do you think use technology well?
What technologies do they use?
What do they accomplish with those technologies?

You

32
How do you educate yourself, both personally and professionally?
Do you read market research?
Do you read for personal pleasure?
Do you study specific topics?
33
Who do you think are the best leaders of all time?
What did they achieve?
What made them great?
34
What are your current concerns?
35
What is your greatest personal fear?
36
How do you manage your time?
37
What do you do for self-care?
38
What was your biggest failure?
What happened?
What did you learn about yourself and the world?
How did that experience influence you?

Team

39
What is your organizational and supervisory structure?
40
How large is your team, paid or unpaid?
41
How do you train your team?
42
How often do you interact with your team? How do those interactions happen?
43
How often does your team interact with each other? How do those interactions happen?
44
What tasks do you outsource?
Would you prefer to bring those tasks in-house?
45
Are team or individual incentives aligned with your business goals?
Please provide an example
46
Do you have the right people working for the company?

Customer Feedback

47
How do you gather feedback from your customers?
48
What do you think is the value of customer feedback?
49
What market or customer research do you currently do, if any?
50
If you asked your customers what you do, how do you think they would describe you?
51
What percentage of your customers come from referrals?
52
What percentage of donations come from referrals?

Financial

53
When was the last profit and loss statement completed?
54
What are your current operating expenses?
55
What are the current customer acquisition costs?
56
Do you have a detailed financial statement?
57
What is your primary source of the company’s revenue?
59
What is the market value for the services or products you offer?
60
If you had $50,000 invested today, how would you use that money to improve your company?

Consulting

61
Has your answer to the first question changed? Why are you seeking a consultant? What is your biggest problem right now?
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