Pre-Consult Questionnaire Pre-Consult Questionnaire This form will help us better understand you, your business and your needs before scheduling a consult to discuss the potential of a working relationship. We do our best work when we can serve people who we're in alignment with. By taking the time to fill this out now, we can ensure that we are the absolute best company for you and you'll better understand how we work to make sure it's a good fit on your end too. PhoneName First Last Email About YouThis will let us learn a bit more about you and your business.Website Twitter HandleFacebook Page / Profile URL How Many Years Have You Been in Business?Please enter a value between 0 and 50.Describe for Us Your Current Business (What You Sell, Who Your Target Market Is, Why You Started It, etc.)Have You Ever Worked with a Team Before? If Yes, Describe Your ExperienceWhat are the Biggest Challenges in Your Business and What are Your Biggest Successes to Date?You + Us TogetherThese questions will let us know more about what you are after and will allow us to see if we are a good fit to work together.What Led You to the Point of Knowing that You Need Support in Your Business?How Many Hours per Week, of a Team's Support, Do You Anticipate Needing?Please enter a value between 1 and 40.Which of the Following Services Could You Anticipate Needing Support With? Administrative Support (Word Processing, Scheduling, E-mail, etc.) Marketing Support (Launch Plans, Editorial Calendars, E-mail Campaigns, List Building, etc.) Internet Business Support (Webinars, Teleseminars, Information Products, etc.) Website Support (Design, Development, Updates and Maintenance) Graphic Support (Logos, Website Graphics, Social Media Graphics, etc.) Online Business Management (Day-to-Day Support, Managing Operations, High Level Strategy, etc.) Are There Any Services Not Listed that You Would Want Support With?What is the Approximate Budget That You Are Setting Aside for Support per Month?What Are Your General Expectations Around: Turnaround Times, Communication and Quoting/Estimating Each Project Individually?Understanding Our ProcessThese questions help to let our potential clients know how we run the business and it helps us to understand whether our potential clients are comfortable with these processes, or not.All of our clients purchase pre-paid blocks of time in 10, 20 and 30 hour increments. Are you comfortable with pre-paying for your work?YesNoWe run time reports every two weeks and deduct time used from the time on file. From time to time we will have an overage on a client's account as we do not have a way to be notified in real-time of the overages. When an overage happens, we invoice the client for that time, which they can either pay for OR purchase another pre-paid package to apply to the overage (thus also adding more time to their account). Are you okay with this happening IF you do not specify a budget that we must stick to?YesNoWe bill our time to the minute, using a punch clock service, BUT we do have a 15-minute minimum on small tasks (most of our clients will group tasks together to avoid getting hit with multiple 15-minute charges). Are you comfortable with this minimum?YesNoWe use Basecamp as our project management tool to track to-dos, messages, important due dates and more. Have you ever used Basecamp before? (If not, we have tutorials on how to use it and all of our clients, even our non-technical clients, have found it super easy to use.)YesNoWe support our clients in almost every area of their business except for two areas: bookkeeping and live phone answering (think receptionist service). Are these services you are looking for us to fill?YesNoThank You!Thanks so much for filling this out! We'll be in touch to let you know if we feel we can best serve your needs at this time. When ready, click submit to send the form to our team.