Business Information Intake Form

A detailed questionnaire a consultant uses to thoroughly understand a business's model, brand, and digital processes before proposing improvements.

Use this template

Full Name

Nombre

Apellido

Mobile Number

Your Email Address

Business Name

Business Main Telephone Number

What industry are you in?

What are your specialties within your industry?

How far is your business reach?

Local Regional National International

How many employees do you have?

What stage are you in your business?

Startup Growth Established Mature

What is your unique market niche or why do people typically choose you over their other options?

Does your business have a personality?

Does your business have a color scheme?

Have you ever surveyed or looked at feedback on how clients/potential clients view interacting with your business online?

Yes No

Who supports your website?

Website Software

What features do you provide to visitors?

Interaction Tools/Software

How do people find your website?

Advertising Programs

What are you wanting people to do when they find your business?

How do you want people to connect with you?

How quickly do you respond?

Interaction Software

How do you keep your day/notes/requests/work organized?

Do customers ever ask for information about goods/services/choices/pricing?

Yes No

How do you provide the information?

How do you keep your client up to date about confirmations, arrival time?

Are you, customers and employees always on the same page about work/order/project status?

Yes No

Management Software

How are you invoicing?

What forms of payment do you accept?

Do people ask for other options to pay you?

Transaction Software

How do you say Thank you after the transaction?

Do you ask for feedback when the work is finished?

Yes No

Do you ask for and make it easy for someone to leave an online review?

Yes No

Do you have a referral program?

Yes No

How often do your reach out during the year to stay connected?

And what do you say when you connect?

Engagement Software

How successful do you feel in getting a desired outcome from your online business efforts?

Very Successful Somewhat Successful Not Very Successful Not Successful at All

Are you interested in learning how other businesses are simplifying customer interaction from engaging with the website, throughout the work and after the work while reducing overall costs and getting better outcomes?

Yes No

Business Information Intake Form

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