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Client Assessment

We Can Help…

Having a conversation is the first step. Please complete our form so we can be prepared when you schedule your appointment.

Step 1 of 5

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Your Contact Info
Name*
First Last
Email*
Title*
Phone*
How Did You Hear About Us?*
Who gets the credit?

Basic Organization Info
Company/Organization Name*
Do you currently have a company website?*
- Yes, it's active
- Yes, but it's inactive
- No, never created a site
Website
Organization Type*
- For Profit
- Non Profit
Business Legal Status*
Organization Legal Status*
Unit Relationship*
Does your organization have 501(c)3 tax exempt status (you will asked to produce documentation at a later time)*
- Yes
- No

Detailed Organization Info
Describe the products or services offered (list as many as you can identify)*
Please state your company’s motto, tagline, and/or core values
What geographic area does your organization serve?
What demographics does your organization typically serve?
What is your organization’s mission statement?
Number of Team Members*
Annual Revenue (Approximate)
Geographic Footprint*

Services Requested
What prompted you to contact us? Please describe your primary area(s) of concern.*
Please select the service(s) you are seeking*
- Select All
- Business & Entrepeneurial Consulting
- Communications/ Marketing Strategy
- Identity Development (Logo, Brochure, etc.)
- Website Development
- Social Media/ Website Ongoing Management
- IT Strategy
- IT Ongoing Management
- Other
If other, please explain*
What are your overall goals?
- Increase Sales/ Donations/ Fundraising
- Increase Staff/ Volunteer Recruitment
- Expand/ Reach New Markets
- Replace a Previous Resource
- Other
If Other, please explain*

Your Experience
Years with this Organization
- Less than 1 year
- 1 - 3 years
- 4 - 10 years
- 11 - 20 years
- 20+ years
Years in this Industry
Are you the Business Owner/ Founder?*
- Yes
- No
Have you worked with a business consultant or marketing professional before?*
- Yes
- No
If yes, how was your experience?
Communication Preferences
What’s your preferred communication method? (check all that apply)*
- Email
- Call
- Text
- Direct Message (DM)
- Other
Other Communication Preference*
If DM, which Social Media? (check all that apply)*
- Facebook
- Instagram
- LinkedIn
- X (Twitter)
- Other
Other Social Media*
Is there anything else we should know?
CAPTCHA
Email
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