GROW WITH US!

LET'S TALK ABOUT THE FUTURE OF YOUR VENTURE

Ahead of our initial consultation, we’d like to find out more about your business so that we can spend more time on the call discussing the best options to meet your business needs.

You might have clear or vague ideas about what those needs are, which is fine. We would like to learn as much as possible about your needs beforehand so that we can prepare some targeted questions for you.

CLIENT PRE-CONSULTATION FORM

Who are you?

What are your preferred means of communication?

In-Person

Virtual Meeting

Phone Call

Text/ Chat

Tell us about your business

You can include details related to how long you have been in business, what your business does, how many staff you have, a brief overview of relevant operations, etc. as is relevant to the problems you want to solve

What is going well for your business now?

Feel free to mention achievements, recent milestones, and challenges you have overcome

What could be better?

What are your current pain points?

What are your business goals and objectives?

Given the areas of your business that are going well, what more would you like to achieve in the short term? (6months), medium-term(1 year) and long term?

What are your major constraints?

What things might be stopping you from getting where you want to be?

What have you done in the past to address these constraints and what outcomes did you see?

What would you like to see out of this engagement with Spurt! (I.e. what is your desired end goal?)

Please include details about the problem or challenge are you looking for us to solve?

Which of the following areas most align with your needs (check all that apply)

Legal & Regulatory

Corporate Finance, Accounting & Investments

People Operations & Management

Branding, Marketing & Creative Media

Data Management & Analytics

Digital Services & Technology

What is your budget for this project?

Do you have any timelines/time constraints for project execution?

Other Comments/Questions

Please feel free to add any information that we may have missed out on. You can also use this space to ask any questions you would like answers to on the call

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