Step Up Services Client Questionnaire
All information will remain confidential at all times! We do not sell or use your data for anything other than creating a great experience and plan for you! Please fill out the questionnaire as detailed as you can.
* Required
Email address
*
Your email
Date
*
MM
/
DD
/
YYYY
First and Last Name
*
Your answer
Email Address
*
Your answer
Cell Phone Number
*
Your answer
Business Name (or DBA)
*
Your answer
Business Address
*
Your answer
Business Phone Number
*
Your answer
Industry
*
Realty
Construction
Saas
Trades
Personal Services
Other:
What service or product does your business offer?
*
Your answer
Who are your clients?
*
Your answer
Why should customers choose you?
*
Your answer
What are the annual earnings of your business (before expenses)?
*
Your answer
What is your business's annual profit (earnings-expenses)
*
Your answer
Please select the following that applies to your business.
*
Bootstrapped (self-funded)
Business Loan(s)
Investors
Other:
Is your business
*
A side business
Full-time business
Other:
Please select any of the following that is true about your plans for your business. You may select more than one.
*
I want my business to be a side business only.
I want my side business to become my full-time business.
I don't have a preference.
I have more than one business.
Required
If you want to change your business to become smaller or larger, what would it take to make that happen, in your opinion?
*
Your answer
What is your goal for your business for 30 days from now?
*
Your answer
What is your goal for your business six months from now?
*
Your answer
What is your goal for your business five years from now?
*
Your answer
What services can your business provide that it doesn't already?
*
Your answer
What is your brand voice or tone? Or your desired brand voice or tone?
*
Formal
Personable
Friendly and Casual
Very informal
Other:
Do you have a logo?
*
Yes
No
Maybe
Other:
Do you need a logo?
*
Yes
No
Maybe
Other:
Do you have a slogan or catchphrase?
*
Yes
No
Maybe
Other:
If you answered YES to having a slogan or catchphrase, please share it with us.
*
Your answer
If you answered NO to having a slogan or catchphrase, would you like one?
*
Yes
No
Maybe
Other:
Is English your native language?
*
Yes
No
How do you prefer to communicate with your customers? (Pick any that apply)
*
Phone calls
Text messages
Email
Instant messages
FaceTime or Video
Other:
Required
What is your preferred method of communication for Step Up Services Group?
*
Text message
Email
Facetime
Slack
Skype
Other:
What are the biggest challenges for your business right now? Check any that apply.
*
Sales
Money
Customers
Work/Life Balance
Competitors
Marketing
Accounting/Bookkeeping
Networking
None of these
Other:
Required
What are your business's biggest strengths right now?
*
Your answer
Describe your dream client. (Besides rich)
*
Your answer
Describe how you started your business. Where did the idea come from? How many years have you been doing this?
*
Your answer
Which Step Up Services are you interested in?
Business Startup
Marketing
Accounting/Bookkeeping
Vendor Management
Recruiting
Human Resources/People Operations
Executive Assistance
Brand Development
Business Development
Research and Analysis
Scheduling
Event Planning
Networking
Other:
Send me a copy of my responses.
Submit
Page 1 of 1
Never submit passwords through Google Forms.
reCAPTCHA
Privacy
Terms
This content is neither created nor endorsed by Google. -
Terms of Service
-
Privacy Policy
Forms
