Free template · 15 questions
Business consultant client questionnaire
A pre-engagement questionnaire that turns a vague 'we need help' into a defined problem, a sponsor and a measurable outcome.
When to send it: Before the scoping workshop.
The situation
- 1.Describe the problem or opportunity in your own words.
- 2.How long has this been an issue, and what has been tried already?
- 3.What happens if nothing changes in the next 12 months?
The organisation
- 4.Company size, structure and the teams involved.
- 5.Who is the executive sponsor, and who will work with me day to day?
- 6.Data and documents available (financials, org chart, process maps)?
- 7.Sensitive topics or internal politics I should know about.
Outcome
- 8.What would a successful engagement deliver, in concrete terms?
- 9.How will you measure it?
- 10.Do you need a report, a workshop, implementation support, or all three?
Budget, timing and decisions
- 11.What budget range have you set aside for this?
- 12.Is there a hard deadline, and what happens if it moves?
- 13.Who else needs to approve the work or the contract?
- 14.How would you prefer we communicate (email, calls, messaging), and how often?
- 15.How did you hear about me?
Send it, and get the answers back
Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.
Send this questionnaire freeQuestions about client questionnaires
When should a business consultant send a client questionnaire?
Before the scoping workshop.
Can I edit these questions?
Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.
Should the questionnaire come before or after the contract?
Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.
How do I send it with Clinch?
Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.