Business Intake Questionnaire - Constructing Success

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Name
First Last
Email
Phone
Date
MM slash DD slash YYYY
Company Name
Company Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Company Type ( Please Check One )
- Sole-Proprietor
- Partnership
- Corporation
- LLC
What types of professional licenses do you possess?
How long have you been in business?
How many employees do you have doing labor?
How do you pay?
How many independents do you have?
What do they do for you?
What other types of sub-contractors do you work with?
What types of jobs do you contract?
What types of jobs do you pass on?
From your Tax Returns, what were your gross earnings:
Last year:
One year prior:
Two years prior:
Projection this year:
What types of advertising do you do?
How many leads per month do you generate?
What is your close ratio?
What is your average sale?
From your Tax Returns, what was your net income:
Last year:
One year prior:
Two years prior:
Projection this year:
Do you use QuickBooks?
- Yes
- No
How often do you review your income statements?
What is your vision for your business 5 years from now?
What do you feel that you need the most help with?
Have you worked with a consultant before?
- Yes
- No
Please describe your experience:
Name
This field is for validation purposes and should be left unchanged.

From your Tax Returns, what were your gross earnings:

From your Tax Returns, what was your net income: