PlanIt! Efficiency Assessment Form
Thank you for contacting us! We are very interested in learning more about your business. For us to provide you with the most effective and efficient service, we need to learn a bit more about your business.

Please complete and submit the form. We will send further instructions within two business days.  Let us help you take your business to the next level. Thanks again!
Business Contact Info
First Name *
Last Name *
Company Name *
Business Website
Business Phone *
City *
Province/State *
Country *
Which is the best way to contact you? What do you prefer based on the information ? *
Current State of your Business
This section will help us to better understand your needs.
What type of computer do you use in your office? *
How long have you had this business? *
What stage of business development are you in or working towards? *
Does your business fall under one (or more) of the following sectors? *
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How many team members do you currently have? *
How do you charge? By the hour, packages etc? *
Required
Do you or any of your team members work remotely?
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What are the top 3 goals for your business in the next 3-5 years? (in order of priority, most important first) *
What are your current challenges (what's not working, frustrating, overwhelming)?
What's working well? What aspect of your operations are you happy with?
What kind of tools or Apps do you currently use to manage your workload and day to day activities? Please select all that apply.
Current Challenges
Performing the day to day functions in our businesses can be challenging and may take more time and effort than we would like. Which of the following tasks do you struggle with or feel you can improve on?  Please select all that apply.
Productivity *
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Efficiency *
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Organization *
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Operations *
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Functionality & Capacity *
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Location and Setup
Tell us how you are set us internally and externally and if this set up contributes or undermines your productivity.
Are you concerned about your current energy usage or measures to increase energy efficiency? *
Does your current office setup or layout support your work style and productivity goals? E.g. Are frequently used items out of reach or in an inconvenient location? *
Where do you currently operate your business? *
One more question :). How did you hear about us? *
If you were referred to us, please provide the name of the person or company that referred you. Thanks!
Comments
Thank you for completing this form. We will compile this information to get a good overview of your operations. We will follow up within 2 business days to schedule an appointment to review your responses.
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