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Business Questionnaire

Business Questionnaire

Thanks for choosing Seofor Consulting! To make sure we really get what you need and how we can best help you, please take a few minutes to answer these questions. Your honest answers will help us create a plan that's just right for you and your business.

Section 1: Getting to Know Your Business

Section 1: Getting to Know Your Business

1. What's the Legal Name of Your Business?

2. Which Industry Are You In?

3. What Do You Sell or Offer?

We mainly sell physical products (stuff people can hold)
We're all about services – helping people out
We do a bit of both products and services
We sell digital things – software, online courses, that kind of thing
Something else entirely

4. Who's Your Ideal Customer?

People in our local area
People across our region
People all over the country
People around the world
Other Businesses - Small and Medium-sized
Other Businesses - Big Companies
A really specific niche group

5. Where's Your Business At Right Now?

Just starting out (still figuring things out, maybe pre-revenue)
Early days – getting some sales, getting known
Growing pretty fast, trying to keep up
Solid and established – been around a while, optimizing things
Trying to turn things around or make a big change
Something else

6. Team Size - How Many People?

Just me (Solo)
Small team (2-10)
Medium team (11-50)
Larger team (51-200)
Big team (Over 200)

7. Main Teams or Departments?

Sales Team
Marketing Team
Operations/Production Team
Customer Support Team
Finance/Money Team
HR/People Team
Tech/IT Team
Research & Development
Legal/Compliance
Other

8. Your Website Address?

Section 2: What's on Your Mind? Challenges & Goals

9. Biggest Business Headaches?

Getting enough leads and sales
Things inside the business are messy and slow
Our marketing isn't really working
It costs too much to get new customers
Managing the money is tough
Keeping up with the competition is hard
Finding and keeping good employees
Growing bigger is getting complicated
Hard to see what's working and what's not
Something else

10. How Much Are These Challenges Hurting?

11. Big Picture - What Are You Aiming For?

Skyrocket sales and revenue!
Make way more profit, get costs down
Take over more of the market, go global
Launch something totally new and exciting
Get super-efficient, run like a well-oiled machine
Make customers REALLY happy and loyal
Get investors or grow our assets
Get ready to sell the business or move on
Something else

12. What Do You Want to Get Out of Consulting?

Create a roadmap for growth
Boost sales and marketing results
Make our operations smoother
Figure out and use the right tech
Get our finances in top shape
Get ready for a sale or big change
Fix a specific problem
Something else

13. How Will You Know We're Succeeding? (KPIs)

Big jump in revenue growth
Higher profit margins
Lower cost to get each new customer
Customers sticking around longer
Happier customers
More people visiting our website
More leads turning into paying customers
Things running more smoothly
Happier, more productive employees
Bigger share of the market
Other important measures

14. How Much Improvement Are You Hoping For? (KPIs)

15. How Do You Track Things Now?

Good old spreadsheets
Basic reports from our software
Dashboards in our CRM/analytics
Fancy business intelligence software
Mostly just track things manually
We don’t really track things
Something else

Section 3: Services You're Interested In

16. What Services Sound Interesting?

Setting up and improving our CRM system
Building a custom software platform
Getting serious about digital marketing
Exploring AI solutions to boost our business
Financial strategy and planning help
Making our operations run smoother and faster
Getting ready to sell our business
Other services

17. Tell Us More About What You Need (for each service you picked):

18. Tech & Systems You're Already Using?

CRM software (like Salesforce, HubSpot, etc.)
Marketing email or automation tools
Online store platform (like Shopify, WooCommerce, etc.)
Accounting software (like QuickBooks, Xero, etc.)
Project management tools (like Asana, Trello, etc.)
Not really using specific business software yet
Other

19. Do Things Need to Connect Together (Integrations)?

Yes, absolutely crucial
No, not really essential
Not sure yet

Section 4: Money & Time - Budget & Timeline

20. Budget - What's Your Range?

Under $5,000
Around $5,000 - $15,000
Around $15,000 - $30,000
Around $30,000 - $50,000
Around $50,000 - $100,000
Over $100,000
Flexible, let's talk

21. What's Driving Your Budget?

Getting a good return on investment (ROI)
What cash we have available right now
How quickly we need to see results
The overall scope of the project
Long-term value for the business
Other budget factors

22. Timeline - When Do You Want to See Results?

Pretty much right away (within a month)
In the next 1-3 months
Within 3-6 months
Within 6-12 months
Longer term is okay (over a year)
We're flexible on timing

23. Any Hard Deadlines?

Yes, we have critical deadlines
No, not really
Not sure yet

Section 5: Anything Else You Want to Share?

24. Share Documents (Optional)?

Yes, I might want to upload some files later
No, I don’t think I have files to share right now

25. Anything Else You Want to Tell Us?

Let's Get Started!

Thanks so much for taking the time to fill this out! Hit submit, and we'll be in touch soon.

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