Prospective Client Discovery & Fit Questionnaire

Thanks for considering us! This short questionnaire (about 5 minutes) helps us understand your goals, timeline, and budget so we can come back with a proposal that actually fits — no generic pitch decks.

What's the main trigger that's got you looking for outside help right now?

• We tried this in-house and hit a wall
• We're growing faster than our current team/resources can handle
• A new leadership priority or deadline
• Our current consultant/agency isn't working out
• We've never tackled this before
• Other

In your own words, what would make this engagement a clear success six months from now?

Dig into the real story behind why they're reaching out now and what 'success' actually means in practice. Ask for a concrete, recent example of what's currently broken or blocked, what they've already tried internally or with other vendors, and what specifically would have to be true for them to call this engagement a win. If their success definition is vague or purely aspirational (e.g. 'grow the business'), press for a measurable outcome or deadline.

How are you currently handling this work?

• Doing it ourselves in-house
• Working with another consultant or agency right now
• We tried an outside partner before and it didn't work out
• We're not doing anything about it yet
• Other

What budget range have you set aside for this engagement? (Template note: replace these figures with ranges that match your typical engagement size.)

• Under $5,000
• $5,000–$15,000
• $15,000–$50,000
• $50,000–$150,000
• $150,000+
• Not determined yet

When are you hoping to get started?

• Immediately / within 2 weeks
• Within the next month
• 1–3 months out
• 3–6 months out
• Just exploring, no firm timeline

Besides you, who else will be involved in choosing who you hire for this?

• My manager or an executive
• A procurement or legal team
• Other team members who'd work with the consultant/agency
• A business partner or co-founder
• Board or investors

Rank these in order of what will matter most when you decide who to hire.

1. Price
2. Relevant industry expertise
3. Case studies / past results
4. Chemistry and communication style
5. Speed / availability to start
6. Size or reputation of the firm

How important is each of the following when evaluating a consultant or agency?

What's the size of your organization? (Optional — helps us tailor our proposal.)

• Solo / freelancer
• 2–10 employees
• 11–50 employees
• 51–200 employees
• 201–1,000 employees
• 1,000+ employees
• Prefer not to say

That's everything — thank you! We'll use your answers to put together a proposal that fits your goals, budget, and timeline, and we'll follow up within a few business days with next steps.