QuestionPunkQuestionPunk
無料で始める
すべてのテンプレート
Industry-Specific

Business Consultation Discovery & Needs Assessment

A pre-consultation intake for advisors, coaches, and consultancies to understand a prospective client's business situation, top challenges, and goals before the first meeting. A best-worst trade-off ranks competing priorities, and an AI follow-up interview digs into the real story behind the challenge that matters most, saving live consultation time for solutions.

このテンプレートを使うほかのテンプレートを見る

設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分
Q01
メッセージ

Thanks for booking time with us! To make the most of your upcoming consultation, we'd like to understand your business and what's on your mind first. Your responses are completely confidential and anonymized. This takes about 6 minutes and helps us come prepared with real solutions instead of generic advice.

Q02
選択式必須

Which best describes your business right now?

  • Pre-launch / idea stage
  • Early stage (under 2 years)
  • Established, steady growth
  • Established, but growth has stalled
  • Scaling rapidly
  • Turnaround / recovery mode
Q03
選択式必須

What industry is your business in?

  • Retail / e-commerce
  • Professional services
  • Food & beverage / hospitality
  • Manufacturing
  • Technology / software
  • Healthcare
  • Construction / trades
Q04
ベスト・ワースト選択（MaxDiff）必須

Thinking about the next 6 months, which of these areas is most pressing for your business, and which is least pressing right now?

  • Generating more sales / leads
  • Cash flow and financial management
  • Hiring and retaining staff
  • Day-to-day operations and processes
  • Marketing and brand visibility
  • Long-term strategy and direction
  • Technology and systems
  • Leadership and team management
各セットで最も良いもの・最も悪いものを選択最も良い:Most pressing最も悪い:Least pressing
Q05
オピニオンスケール必須

How urgently does that top-priority area need to be addressed?

スケール: 1 – 10
最小:Can wait a while最大:Needs action immediately
Q06
AIインタビュー

Probe the challenge the respondent flagged as most pressing: get a concrete recent example of when it caused a problem, what they've already tried, what's stopped them from fixing it themselves, and what a good outcome would look like from the consultation. If their answer is vague or purely financial, ask them to walk through a specific week or decision where the issue showed up.

Q07
評価スケール必須

Overall, how would you rate your business's performance right now compared to where you want it to be?

範囲: 1 – 5
最小:Far below where I want最大:Right where I want
Q08
自由回答（短文）必須

What's one specific outcome you'd like to see within the next 6 months as a result of this consultation?

Q09
選択式必須

What's your role in making decisions for this business?

  • I'm the sole owner/decision-maker
  • I co-own or share decisions with a partner
  • I'm a senior manager, but ownership decides final budget
  • I'm evaluating this on behalf of someone else
Q10
選択式

Have you worked with a business consultant or coach before?

  • No, this is my first time
  • Yes, and it went well
  • Yes, but I was disappointed with the results
  • Prefer not to say
Q11
選択式

How many people work at your business, including yourself?

  • Just me
  • 2-5
  • 6-20
  • 21-50
  • 51-200
  • 200+
  • Prefer not to say
Q12
選択式

What's your business's approximate annual revenue?

  • Pre-revenue
  • Under $100K
  • $100K-$500K
  • $500K-$2M
  • $2M-$10M
  • Over $10M
  • Prefer not to say
Q13
メッセージ

That's everything we need — thank you for the thoughtful answers! Your responses will be reviewed before your consultation so we can focus our time together on the challenges that matter most to you.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • A best-worst trade-off ranking forces prospects to reveal which single challenge is truly most pressing, not just a list of concerns rated equally
  • An AI follow-up interview then digs into that top-ranked challenge specifically, drawing out concrete recent examples and the real story behind it before the advisor ever gets on a call
  • Firmographic and qualification questions (team size, revenue, industry, decision-making role, prior consultant experience) are built in to help advisors segment and prep for the right conversation
  • Automated per-response quality scoring plus an auto-generated report mean the consultant walks into the first meeting with a synthesized picture, not raw form dumps

Jotform

Business Needs Assessment Form Template

A general-purpose static form for gathering business needs, built on Jotform's drag-and-drop form builder. It's ready to field as-is but relies entirely on fixed questions with no dynamic probing. Best suited for teams wanting quick customization and integrations rather than deeper qualitative discovery.

優れている点

  • Easy drag-and-drop customization within a mature form builder
  • Broad integration and payment/app ecosystem typical of Jotform
  • Free tier available for basic use

物足りない点

  • Static question set with no adaptive AI follow-up to probe deeper on a respondent's top challenge
  • No automated per-response quality scoring or synthesized report generation
  • No voice AI or guided screen-share task options

SurveySparrow

Copywriting Consultation Form Template

This is a niche pre-consultation intake built specifically for copywriting service inquiries, not a general business consultation or needs-assessment template — it would need significant rework to fit advisors/coaches across other industries. It does use SurveySparrow's conversational, chat-style form format, which is a nice UX touch for a static form.

優れている点

  • Conversational one-question-at-a-time chat UI improves completion feel
  • Mobile-friendly presentation typical of SurveySparrow templates
  • Quick to deploy for a narrow, single-service use case

物足りない点

  • Purpose-built for copywriting clients, not general business consulting discovery, so questions don't map to broader needs assessment
  • No adaptive AI interview to explore the respondent's most pressing issue in depth
  • No automated quality scoring or auto-generated consultation-ready report

Typeform

Business Consultation Form Template

A general business consultation intake form using Typeform's polished, conversational one-question-at-a-time format — a closer match to our use case than most alternatives. It's a static template with basic logic branching, not an interactive interview, so all follow-up depth depends on how many conditional questions are manually built in advance.

優れている点

  • Clean, conversational question flow that feels less form-like
  • Basic logic jumps to branch based on prior answers
  • Easy to embed and share for pre-meeting intake

物足りない点

  • No adaptive AI-driven follow-up interview that digs into the respondent's top challenge in real time
  • No voice AI interview option or guided screen-share tasks
  • No automated per-response quality scoring or auto-generated report synthesizing findings

よくあるご質問

「Business Consultation Discovery & Needs Assessment」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が13問含まれており、最初の設問は次のとおりです：「Thanks for booking time with us! To make the most of your upcoming consultation, we'd like to understand your business a…」・「Which best describes your business right now?」・「What industry is your business in?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、13問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

関連テンプレート

似たテーマのほかの調査もご覧ください。

すべて見る
Industry-Specific

Construction Daily Site Report Survey

Captures a foreman or supervisor's end-of-day report — weather, crew size, safety incidents, schedule progress, and delays — for construction and job-site teams. An AI follow-up interview reconstructs exactly what happened behind any incident or delay so problems get caught before they cascade into tomorrow's schedule.

テンプレートを見る
Industry-Specific

Prospective Client Discovery & Fit Questionnaire

A pre-proposal intake for consultants and agencies that captures a prospect's goals, current situation, budget range, timeline, and decision process before the first call. An AI follow-up digs past the polished pitch to find out what's actually broken, what's already been tried, and what a real win would look like — so you can scope and price with far less guesswork.

テンプレートを見る
Industry-Specific

Buyer Intake & Needs Assessment Survey

A pre-conversation intake survey for sales, real estate, and consultative teams to capture a prospective buyer's needs, timeline, budget, and decision-making process before the first meeting. The AI follow-up digs into whichever decision factor matters most to that buyer and surfaces the deal-breakers a form alone would miss.

テンプレートを見る
Industry-Specific

Prospective Client Needs & Fit Discovery Survey

Qualifies inbound prospects by surfacing their current pain points, evaluation stage, budget range, and decision-making process, helping sales teams prioritize follow-up. An AI follow-up interview digs into the real 'why now' behind their top challenge instead of a generic checkbox answer.

テンプレートを見る
Industry-Specific

New Client Intake & Project Scoping Survey

Gathers what a prospective client needs, why it matters now, and how ready they are to move forward — built for agencies, consultants, and professional services firms onboarding new business. The AI follow-up interview digs past the surface request to uncover the real problem, constraints, and definition of success behind it.

テンプレートを見る
Industry-Specific

Life Coach Client Intake & Goal Discovery Survey

A pre-session intake for life coaches that maps a new client's priority life areas, readiness for change, and confidence levels — then uses an AI follow-up interview to surface the real story behind their stated goal so the first session starts with clarity instead of small talk.

テンプレートを見る