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Shook Strategies
Client Questionnaire
Please fill out the questions below prior to our alignment call.
Client & Company Information
Full Name:
*
Business / Organization Name:
Primary Industry:
Business Structure (LLC, 501(c)3, etc):
Do you have a Board of Directors?
Yes
No
Website:
Email Address:
*
Phone:
*
Physical Address:
Strategic Structure
Do you have a formal business or strategic plan?
Please attach if yes
Upload File
Do you have an active marketing plan?
Please attach if yes
Upload File
List any project management or CRM systems you currently use:
If non profit: Do you have written bylaws?
Please attach if yes
Upload File
If board-led: How would you rate your board's engagement on a scale of 1-10?
1
2
3
4
5
6
7
8
9
10
Team & Operations
How many people are currently on your team?
Do you have defined HR policies or an employee handbook?
Please attach if yes
Upload File
Where do you feel you need the most support with your team?
How are major decisions made in your business or organization?
Your Goals & Challenges
What are your top three short-term goals (next six months)?
What are your top three long-term goals (1-3 years)?
What is working well in your business/organization right now?
What are your current pain points or biggest frustrations?
Do you have any specific challenges with:
Sales / Revenue
Time Management
Leadership / Team
Marketing
Operations / Systems
Fundraising / Grants
Community or Civic Engagement
Readiness
What type of support are you looking for?
Coaching / Accountability
Strategy & Planning
Implementation Help
Economic Development / Civic Strategy
Board or Leadership Retreat
What is your ideal outcome from working with Shook Strategies?
*
What is your preferred meeting style?
In Person
Zoom, Teams, Google Meet
Phone
What is your budget to invest in support (monthly amount or project total)?
*
When are you looking to get started?
Month
Day
Year
Let's Start Solving Problems!
Home
Services
About
About Us
Experience & Reviews
Contact Us
Contact Us
New Client Questionnaire
Schedule Alignment Call
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