Discovery Questionnaire: Client's Goals and Vision

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Discovery Questionnaire: Client's Goals and Vision

Fill out this Discovery Questionnaire for use in your introductory Discovery Meeting. The client intake form reviews and re-iterates the industry service offered at Urbanetectonics, LLC. It is intended to make sure our firm is a match for your business needs. Clients who desire to pursue service with Urbanetectonics, LLC, after the discovery call will receive a capability statement indicating your service integration mix. New and potential clients may also opt to use our self-scheduler at https://calendly.com/urbanetectonics or use our website to schedule a day and time to receive assistance in filling out this form. Thank you in advance for considering our firm to fulfill your organizational needs.

Email *

Name of the business, organization, or entity. *

Name of the person(s) requesting service. *

Phone Number: *

Email Address: *

Select Entity Structure:

Sole Proprietor or Self-Employed

General Partnership

LLC, LLP, or PLLC

Professional Corporation, S-Corp, or C-Corp

Non-Profit, Public Agency, or Governmental Entity

I do not know

Other:

Clear selection

Select Entity Stage:

Seed Stage

Early Stage

Mid Stage

Late Stage

Exit

I do not know

Other:

Clear selection

Select Projected Enterprise Value:

< $25,000

$25,000 to $150,000

$150,000 to $350,000

$350,000 to $500,000

$500,000 to $750,000

$750,000 to 1.5 Million

1.5 Million to 3.5 Million

> 3.5 Million

I do not wish to disclose

Other:

Clear selection

I am the Owner, Manager, or Administrator who has managing authority to make decisions on behalf of the said entity previously listed on this form: *

Yes

I am not sure

Other:

Clear form

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