Business Client Assessment Form

Helps a consultant collect detailed information about a client's business, from its legal structure and finances to its sales strategy and competitive landscape, in order to design a tailored advisory plan.

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In the Claude connectors directory

Participant Name

First Name

Last Name

Participant Role

Participant Email

Participant Phone Number

What is the name of the business?

Does the business have a website?

Yes No

Business Website URL

Does your business have a physical address?

Yes No

Business Address

Street Address

City

State / Province

ZIP / Postal Code

Is the business set up as a legal entity?

Yes No

Select the type of legal entity.

What general type of business is this?

What is your company mission?

What is your company's vision?

What are your company values?

How many years has the business been in operation?

What are your Gross Revenues?

Under $100,000 $100,000 - $500,000 $500,000 - $1,000,000 Over $1,000,000 Prefer not to say

Do you have solid financial support?

Yes No

Would you like additional information on our funding resources for small businesses?

Yes No

Please list any key individuals in the business

What are the businesses products and/or services?

What are your existing sales tactics?

What type of sales transactions does your business partake in?

Who are your target customers?

List your top 3 customers

Are the purchasers of your product/services who you want them to be?

Yes No

Do you have a unique selling proposition (USP)?

Yes No

What is your USP?

If answered 'No' to the previous question, please provide additional details.

Why do your customers find your products unique and desirable?

What does your company do better than others?

What is the long term vision for your products or services?

What is your customer demographic profile?

What are your top 3 customer pain points?

List your top 3 competitors

How are competitors marketing their products or services?

What are your competitors doing that may impact you?

Are there segments of users who are under-served by competition? Please describe these users in detail and how they are underserved.

Describe the management experience of the leadership team.

List the areas/departments of the business.

Who is responsible for each area/department?

What management and/or business resources outside the company are available?

What financial management accounting system is used?

What Customer Relationship Management (CRM) system do you use?

What Point of Service (POS) system do you use?

What unique capabilities and resources do you possess?

What can you improve given your current situation?

What do you perceive as your weaknesses?

What trends or conditions may negatively impact you?

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