Consultation Feedback & Impact Form

1. Outcome Assessment

Goal Achievement: On a scale of 1–10 (1 = Not met at all, 10 = Exceeded all expectations), how effectively did we meet the primary objectives established at the start?

The Biggest Win: What was the most significant positive change or "Aha!" moment during our collaboration?

Metric Improvement: Please share any specific data or observations that demonstrate the impact of our work (e.g., time saved, revenue growth, team clarity).

2. Experience & Process

Communication Quality: How was the frequency of our updates?

How was the depth of our reporting?

Process Friction: Did any part of our working process feel cumbersome or unnecessary?

Consultant Expertise: How well did the strategic advice align with your specific industry challenges?

3. Relationship & Future Growth

Unresolved Needs: Are there any challenges we identified during the project that still need to be addressed?

Please describe these challenges: (What are they, and how high is the priority to solve them?)

Next Steps: Would you like to discuss a follow-up phase or a maintenance plan to sustain these results?

Referral Readiness: On a scale of 1–10 (1 = Not at all likely, 10 = Extremely likely), how likely are you to recommend these consulting services to a colleague?

4. Testimonial (Optional)

Your Words: In two or three sentences, how would you describe the experience of working with us to someone else in your position?


Form Template Insights

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Form Insight: Consultation Feedback & Impact Form

1. Turning Results into Social Proof

For a consultant, the "Testimonial" section is the most valuable part of the form. By asking for it while the success is fresh, you collect raw material for case studies and marketing without having to chase the client weeks later.

2. Identifying "Phase Two"

Projects often end because the contract is over, not because the client’s problems are solved. By asking about Unresolved Needs, this form naturally opens the door for a contract extension or a new project, transforming a one-off engagement into a long-term partnership.

3. Professional Accountability

Asking for feedback on Process Friction shows the client that you are committed to excellence. It demonstrates a high level of professional maturity and gives them a safe space to offer constructive critiques that help you improve your business.


Mandatory Questions Recommendation

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Mandatory questions & core rationale:

To ensure this form provides actual business value and doesn't just collect "polite praise," you must include these four mandatory questions.

Without these, you are missing the data needed to prove your ROI or win your next client. Here is the breakdown of why they are essential:


1. The "Before and After" Transformation

Question: "Describe the specific challenge you were facing before our consultation, and how that situation has changed today."

  • The "Why": Consultants sell a bridge from Point A to Point B. If you don't document Point A, your results look like a coincidence.
  • Elaboration: This question provides the narrative arc for your case studies. It captures the emotional and operational "pain" the client felt, making the "after" results far more impressive to future prospects.

2. The Quantifiable Win (The Metric)

Question: "What is the most significant measurable outcome or 'KPI' that improved as a result of our work together?"

  • The "Why": "Good advice" is subjective; "20% increase in lead conversion" is a fact.
  • Elaboration: This is your Economic Proof. You need hard numbers to justify your fees. Even if the result is "Saved 5 hours a week," that is a quantifiable metric you can use to calculate the total time (and money) saved over a year.

3. The "Lightbulb" Moment

Question: "What was the single most valuable insight or piece of advice you received during our engagement?"

  • The "Why": This identifies your Unique Intellectual Property (IP).
  • Elaboration: You might think your value is your 50-page report, but the client might find the most value in a 2-minute comment you made during a coffee break. Knowing exactly what "clicked" for them helps you refine your marketing to focus on what clients actually value, not what you think they value.

4. The Recommendation Intent (NPS Style)

Question: "On a scale of 1–10, how likely are you to recommend my services to a colleague, and what is the main reason for your score?"

  • The "Why": This is your Referral Trigger.
  • Elaboration: Anyone who scores a 9 or 10 is an active advocate. By asking "why," you are essentially getting them to write the script for a referral. If they score low, it acts as an Early Warning System, allowing you to fix a relationship before it turns into a negative review.

Editing this form is like giving a high-five to the future—make it legendary! ✋🚀 Edit this Consultation Feedback & Impact Form
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