HomeMy WebLinkAboutIntake Questionnaire 1. Client Name
Name
Title
Contact Info: Phone
Contact Info:Address
Contact Info: Email
Address
What isY our business
background
2. Describe your business
Name of Business
Describe Business
How many years in
operation?
Short Term Goals. (1
year)
LongTerm Goals. (5 ....................................................................................................................................................................................................................................................................
years)
#of employees currently in
business. xx full time,xx
part time or seasonal?
Describeour target
Y 9
market
What is your annual
budget?(revenue?
expense?)
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3. Describe your project
What are your plans which
need help from TOS?
Describe you project
Describe timing
Estimate Financial
Investment Required
What interactions with
TOShaveY ou had to date....................................................................................................................................................................................................................................................................
b
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