QuestionPunkQuestionPunk
무료로 시작하기
모든 템플릿

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.

이 템플릿 사용하기템플릿 더 둘러보기

샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 13개 · 약 7분
Q01
메시지

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
객관식필수

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
객관식필수

What industry is your business in?

  • Retail / e-commerce
  • Professional services
  • Food & beverage / hospitality
  • Manufacturing
  • Technology / software
  • Healthcare
  • Construction / trades
Q04
최선·최악 선택형(MaxDiff)필수

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
세트별 최선·최악 선택최선:Most pressing최악:Least pressing
Q05
의견 척도필수

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

척도: 1 – 10
최소:Can wait a while최대:Needs action immediately
Q06
AI 인터뷰

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
평점 척도필수

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

범위: 1 – 5
최소:Far below where I want최대:Right where I want
Q08
단문형필수

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

Q09
객관식필수

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
객관식

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
객관식

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
객관식

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
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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.

잘하는 점

  • 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

아쉬운 점

  • 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

설문을 공개할 준비가 되셨나요?

이 템플릿을 편집기에서 열어 보세요. 첫 응답자가 보기 전에 모든 부분을 원하는 대로 바꿀 수 있습니다.

Use this template무료로 시작하기