New Client Intake & Project Scoping Survey

Welcome! Before we kick things off, we'd love to understand what you're looking for so we can scope things properly and match you with the right team. Your responses are completely confidential and anonymized. This will take about 5 minutes.

What type of project or service are you looking for help with?

• Strategy or consulting
• Design or creative work
• Marketing or growth
• Legal or financial services
• Technical or development work

In your own words, what's the main challenge or goal driving this project?

How urgent is this need for you right now?

What's your estimated budget range for this project? (Template note: replace the tiers below with ranges that match your typical engagement size before launching.)

• (Replace with tier 1, e.g., Under $5,000)
• (Replace with tier 2, e.g., $5,000–$15,000)
• (Replace with tier 3, e.g., $15,000–$50,000)
• (Replace with tier 4, e.g., $50,000+)
• Not sure yet

When choosing who to work with on a project like this, which of these matters most to you, and which matters least?

• Speed of delivery
• Price or overall value
• Quality of work
• Communication and responsiveness
• Relevant industry expertise
• Flexibility to handle changes
• Support after the project ends

Who will be involved in deciding whether to move forward with this engagement?

• I'm the sole decision-maker
• I need buy-in from a colleague or partner
• This requires approval from leadership or a board
• A committee or formal procurement process is involved

Dig into the real problem behind the client's stated goal or challenge: what triggered the need now, what they've already tried or considered, and what a successful outcome would look like in concrete, specific terms. If they mentioned urgency or budget constraints, probe the deadline or trade-off behind it. If their answer was vague or generic, ask them to walk through a recent, specific example of the problem in action.

How would you prefer we communicate during this engagement?

• Email
• Phone calls
• Video calls
• Messaging app (e.g., Slack)
• In-person meetings

When would you like this project to start, or is there a deadline we should know about?

To help us tailor our approach, how large is your organization?

• Just me / solo
• 2–10 employees
• 11–50 employees
• 51–200 employees
• 201+ employees
• Prefer not to say

Thanks for sharing all this! Your answers go straight to our team so we can prepare a proposal that actually fits what you need — we'll be in touch shortly.