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New Client Worksheet

This worksheet will answer the most common questions asked when beginning our new relationship. While many answers are optional, adding as much detail as possible to your answers will improve the effectiveness of this process.
  • How would you describe your business, services and/or products?
  • Where do I fit in to help meet your goals? What is your desired role for me?
  • What is the project scope, goals, and description? What does success look like?
  • What is your ballpark budget of funds allocated to this project?
  • Do you have a deadline you are trying to meet?
    Date Format: MM slash DD slash YYYY
  • What type of working relationship do you desire?
  • What would you like me to know that was not covered by other questions?

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