Client Questionnaire

Eastside Top Tier Consulting – Business Strengths and Weaknesses Assessment

This questionnaire will provide Eastside Top Tier Consulting with valuable insights into your potential client’s business strengths and weaknesses. It can be a starting point for in-depth discussions and customized consulting solutions. Please note, to ensure the utmost trust and business integrity, ALL Documents, information, and communication with ETTC are kept confidential and comply with our non-compete policy. Please feel free to contact Anjuli Johnson- Senior Director, at [email protected] or 425-515-8706, if you have any questions or would like to discuss our process and policies further.We will contact you after we start the evaluation process. We value your business and want to help you effectively surpass your business goals and gain continued success. Sincerely, The ETTC Consulting Team Eastside Top Tier Consulting

client questionnaire

Name

First

Last

Phone

Website

First

What is your business name

Company Owner

Last

- CEO/ Manager-

- Industry

- Years in Operation

How many employees does your business have?

Business Goals and Objectives:

- What are your primary business goals for the next 1-3 years?

How do you measure success within your organization?

Business Strategy:

Can you describe your current business strategy/plan?

How do you find your customers?

What strategies have you employed to stay competitive in your industry?

Financial Management:

- How does your business handle financial management, including budgeting and cash flow management? Accountant? HR? Operations manager? Software?

Are there any financial challenges your business is currently facing?

Market Positioning:

How do you position your products or services in the market?

What distinguishes you from your competitors?

Marketing and Sales:

How do people find you?

What marketing and sales strategies are you currently using to acquire and retain customers?

Are there any marketing challenges you'd like to address?

Who are your IDEAL Customers?

Operations and Efficiency:

Can you describe your business operations and processes?

Are there areas in your operations where you see room for improvement?

Team and Human Resources:

How do you manage your team and employee development?

What are your strengths and challenges in team management?

Technology and Innovation:

What technologies do you currently leverage for business operations?

Are there any areas where you believe technology could enhance your business?

Customer Feedback and Satisfaction:

How do you collect and act upon customer feedback?

What is your customer satisfaction rate, and what steps do you take to improve it?

Risk Management:

How do you assess and mitigate business risks?

What are the key risks you perceive in your industry or business?

Future Plans:

Where do you envision your business in the next 5 years?

Are there any specific challenges or opportunities you foresee?

SKIES THE LIMIT!!!

Where do you hope/ Dream to see your business in the next?

( example- describe where you hope your business will be financially, Operationally/Structurally/ Employees/Locations/ Will your business be running independently? Internationally?? Where will we be able to find your services, products etc? DREAM BIG!!!)

Consulting Needs:

What prompted you to seek the assistance of Eastside Top Tier Consulting?

Are there any specific areas or challenges you'd like our consulting services to address?

We strive to work with all budgets.

What’s your ideal monthly budget for prospective advising?

If you are human, leave this field blank.

Eastside Top Tier Consulting – Business Strengths and Weaknesses Assessment

Business Goals and Objectives:

**Business Strategy:**

**Financial Management:**

**Market Positioning:**

**Marketing and Sales:**

**Operations and Efficiency:**

**Team and Human Resources:**

**Technology and Innovation:**

**Customer Feedback and Satisfaction:**

**Risk Management:**

**Future Plans:**