CLIENT DISCOVERY FORM
Mentoring Logic Client Discovery Form
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How long has your business been operating?
- Select -
Just starting out
1 - 3 years
4 - 10 years
10+ years
Industry Sector?
- Select -
Construction
Contracting / Trades
Manufacturing
Other (please specify)
Estimated Annual Turnover
- Select -
Under $250,000
$250,000 - $499,999
$500,000 - $999,999
$1,000,000 - $1,999,999
$2,000,000 - $4,999,999
$5,000,000 - $9,999,999
$10,000,000+
Number of Employees
- Select -
1 - 4
5 - 19
20 - 49
50 - 199
200+
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Primary Area of Need (tick all that apply)
Bottlenecks & Workflow
Processes & Output
Administration
Health & Safety / Safety Documentation
HR & Onboarding
Operations
Strategy & Management
Other
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Administrative Support Needed (tick all that apply)
General Office Management
Records & Correspondence
Facilities Management
Day-to-day Operational Support
Non Currently Required
Other
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Biggest Operational Challenge (tick all that apply)
Manual Paperwork
Scheduling Inefficiencies
Staff Utilisation
Inventory Management
Compliance Reporting
Quality Control
Other
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Preferred Engagement Type
Consultation / Desktop Review
On-Ground Operational Review
Weekly / Monthly On-Ground Support
Subscription-Based Mentoring
Project Management Implementation
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Urgency / Timeframe
Immediate (0 - 1 month)
Short - Term (1 - 3 months)
Medium - Term (3 - 6 months)
Long - Term (6+ months)
Just Exploring Options
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What is Your Ideal Outcome For You and Your Business?
Consequences for NOT taking action?
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Business Name
Position
Website URL
Address
City
State
First Name
Last Name
Phone/Mobile
Email
Brief Description of Assistance Needed (50 words or less if not already captured)
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