Self-Rating: On a scale of 1–10 (1 = Inefficient, 10: High-performing), how would you rate your current performance in [Specific Area, e.g., Operations/Marketing/HR]?
Current Tools: List the top 3 platforms or tools you are currently using to manage this area.
Top Bottleneck: What is the single biggest "logjam" preventing your team from moving faster right now?
Current Capacity: How many hours or staff members are currently dedicated to this specific challenge?
Financial Impact: Estimate the cost of not solving this problem over the next 12 months.
Primary Metric: What is the current value of your most important KPI (e.g., $50k monthly revenue, 15% churn)?
Market Comparison: How do you feel you rank against your top three competitors in this space?
Unique Advantage: What do you believe is your greatest strength that we should leverage during this project?
Implementation Power: Do you have the internal team members ready to execute on the strategies we develop?
Potential Roadblocks: Are there any upcoming company changes (mergers, seasonal shifts, hiring freezes) that might impact this project?
Form Template Insights
Please remove this form template insight sections before publishing.
By asking for specific metrics and a self-audit, you signal that your consultation is not a generic sales pitch. It tells the client: "I am a specialist, and I only provide advice based on hard data."
Asking the client to estimate the financial impact of not solving the problem is a powerful tool. It helps the client realize that your fee is likely much lower than the money they are losing by staying in their current state.
The "Current Tools" section allows the consultant to research those specific platforms before the meeting. You can walk into the room already knowing the limitations of their current software, which builds instant authority.