Business Client Questionnaire

In order for CEO Services Group to serve you better, please complete the following form.  The information obtained from this form will not be shared with third parties or internet marketing companies.  All information is required. 

 

1.  NAME OF BUSINESS: 

2.  STREET ADDRESS:    SUITE: 

3.  CITY:    4.  STATE: 

5.  PRIMARY CONTACT

            NAME: 

            POSITION: 

            BUSINESS PHONE:

            CELL PHONE:    

            E-MAIL ADDRESS: 

6.  PRIMARY WEB ADDRESS: 

7.  TYPE OF BUSINESS: 

8.  FORM OF BUSINESS:                         

9.  HAVE YOU STARTED ROUTINE BUSINESS ACTIVITIES?  (CHECK YES OR NO)

Yes    No

 10.  MONTH STARTED:      YEAR: 

11.   NUMBER OF EMPLOYEES: 

 12.  NUMBER OF HOURS DEVOTED TO THIS BUSINESS PER WEEK: 

 13.  TOTAL REVENUE OVER THE PAST 12 MONTHS: 

14.  PROJECTED REVENUE FOR THE NEXT 12 MONTHS: 

 15.  DESCRIBE YOUR BUSINESS & YOUR MAJOR PRODUCTS AND/OR SERVICES (50 words or less):

 

16.  DESCRIBE WHERE YOU WANT THE BUSINESS TO BE IN 6 MONTHS TO ONE YEAR (25 words or less):

17.  CONSULTING SERVICE AREA OF INTEREST (check all that apply):

Standard Operating Procedure (S.O.P.) CEO - BOD Coaching "CEO Report" newsletter
Business Idea Development Business Opportunities Consulting Engagements
QuickBooks™ Implementation  CEO / CFO Project   Executive Seminars
  Other Services:

18.  FUNCTIONAL AREA ADDRESSED BY CONSULTING SERVICE(S): 

19.  DESCRIBE THE MANAGEMENT ISSUE(S) THAT YOU WOULD LIKE ADDRESSED (25 words or less):

           

20.  HOW LONG HAS THE ISSUE INDICATED ABOVE BEEN AN ISSUE?:

21.  WHAT LEAD YOU TO www.CEOServicesGroup.com  

                                                                    Other:

22.  ADDITIONAL COMMENTS: 

23.  BEST TIME TO CALL FOR BRIEF CONVERSATIONS (local time): 

 

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