Preliminary Client Questionnaire

Purpose:

Our aim to is help create a significant value and benefit from today’s session.

We do this by listening, asking questions and where appropriate offering insights from our own experiences. The coming together of our minds will help unblock the creative thinking to create breakthroughs and thinking changes to enable a successful future pathway for your business.

For the best outcome on the day’s activities, we ask if you could deliver an overview of your business and share what information you consider relevant to help us understand where your future might be. This background or overview can be in any format that suits you.

To help us help you get the most from our session kindly consider these questions prior to our session and share your thoughts early in the day.

What 2-3 things that, if we could create significant insight today, would make a huge difference to your business?

Can you explicitly describe these issues or challenges?

  1. _____________________________________________________________
  2. _____________________________________________________________
  3. _____________________________________________________________

What would you consider success from the day in tackling each of the issues/challenges above?

  1. _____________________________________________________________
  2. _____________________________________________________________
  3. _____________________________________________________________

How can we best help you today? __________________________________________

Copyright ©2020 Grey Matters Business Advisory. All rights reserved | Web Design by Online Specialists