Client Assessment Request New client assessment request Name * First Last Email * Phone Company Your Role in the Organization * — Select — Owner Executive Manager No. of Employees/Staff Contractors Do you provide goods or services? * Products Services Products/Services Projected Sales This Year $5000 - $9999 $10000 - $74999 $75000 - $24999 $250000 - up Let's get a bird's eye view of your organization. Tell what you have * I am on target to meet my financial target I have a clear 5 year forecast a marketing plan regular current advertisement and regular promotions on social media platforms enough people to do the work a reporting system to analyze my business a scheduling system an event calendar a communication plan lead generation plan business continuity plan a budget customer database document repository necessary business licenses a website business social media presence too much business coming down the pipeline not enough business up to date computer hardware dedicated space for my business Select all that you have documented for your business * Vision Motto Core Values Operations Manual Organizational Management/Policies Tell Us About Your Upcoming Projects What areas of your business needs attention? Special Project Website Design Administrative Software Solutions Document Management Business Processes Strategic Planning Advertising/Marketing