General Business Information by leader6

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									                   Confidential Consultation Preparation Questionnaire
                                  -Your Company Profile-
Please complete this Confidential Consultation Preparation Questionnaire and email it along with
possible consultation dates/times to consultation@gr8bsns.com. This background information will be
used to prepare for the consultation and to maximize the benefit of the consultation. All responses will
be treated as confidential and will only be discussed with the person(s) listed below.

Please answer as many questions as possible. Feel free to add any additional information you feel will
benefit our understanding of your situation and desired outcome.

Required fields are marked with an asterisk (*).

Once the questionnaire is received and reviewed you will be contacted to schedule your consultation.
We normally conduct consultations between 7:30 and 9 AM or between 5 and 7 PM Monday through
Friday. Please provide 2-3 alternate times with at least a 10-day lead time that you could be available. If
you require special hours or an urgent reply, please specify your needs.

General Business Information
*Organization Name:               _________________________________________________________

*Organization type: Public/Private/corporation/LLC/PC/Partnership/sole proprietorship/Non Profit/ __

*Mailing Address                  _________________________________________________________

*Phone:                           _________________________________________________________

*Email                            _________________________________________________________

Website                           _________________________________________________________

*Authorized Contacts (who may we discuss this information with, a minimum of one name is required)
 ___________________________________________________________________________________

*Type of business (one or more) _________________________________________________________

When founded                      _________________________________________________________

Number of locations (provide details if this is germane to our discussion) ________________________

 ___________________________________________________________________________________

How many employees (FT/PT/Volunteer) __________________________________________________

Average tenure of employees       _________________________________________________________

What benefits do you provide (circle all):
None
Dental             discount or insurance           Prescription           discount or insurance
Medical            discount or insurance           Vision                 discount or insurance

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                                       Great Business Confidential                                       v1.1
                  Confidential Consultation Preparation Questionnaire
                                 -Your Company Profile-
Hearing              discount or insurance        Maternity Leave        Paid or unpaid
Vacation             Paid or unpaid               Education

Annual Gross revenue range: <$100K, $100-$500K, $500K-$1MM, $1MM-$3MM >$3MM ___________

Are you currently profitable? Yes/No

What is the nature of your problem(s) or the opportunity(ies) you would like to discuss?

Income         ______________________             Marketing             ____________________________
Advertising    ______________________             Products              ____________________________
Expenses       ______________________             Employees             ____________________________
Financial      ______________________             Line of Credit or loan ___________________________
Expansion/contraction _________________           Other                 ____________________________

Some sample consultation subjects:

    1.     Would you like to develop an online strategy? Yes/No

    2.     Would you like to develop an Employee Benefits plan? Yes/No

    3.     Would you like to examine ways to decrease costs? Yes/No

Please write a brief explanation of what you would like to discuss:

 ___________________________________________________________________________________

 ___________________________________________________________________________________

 ___________________________________________________________________________________

If appropriate, provide a brief examination of your current procedures. For example if you want to talk
about marketing, please write a couple sentences about your current marketing methods and programs.

 ___________________________________________________________________________________

 ___________________________________________________________________________________

 ___________________________________________________________________________________

What is/are your goal(s) for this consultation?

 ___________________________________________________________________________________

 ___________________________________________________________________________________

 ___________________________________________________________________________________

Would you like to be added to the EZLocal Directory (free)? Yes/No

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                                       Great Business Confidential                                  v1.1

								
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