Consultant Readiness Form

Name

First

Last

Pronouns

Business Name

E-mail *

Phone

Skype/Zoom/Google Hangouts/Meet ID

Website/Portfolio

Company Mission Statement

Company Brand Archetype

Check Kaye Putnam's Brandality Quiz: https://www.kayeputnam.com/brandality-quiz/

Company Target Audience

Core Goals

What best describes your work style

I'm a great manager
I like to collaborate with peers
I often need someone to help get the ball rolling

How do you prefer to communicate

I do best with verbal communication (conversations and phone calls)
I do best with written communication (memos and emails)
I do best with visual communication (in person and web conference)

What best describes your communication style

Descriptive and detailed
Direct and to the point
Unique and creative

What best describes your comfort level with technology

I know what I need to know
Can't remember life before my laptop and smart phone
I give myself an A for Effort

How comfortable are you with delegating tasks

Very – I understand that delegation is a necessity in order improve productivity
Mostly – I can't do everything myself
I'm afraid that I'm not organized enough to delegate

What goals, needs, or opportunities do you hope to get help with

I have a list of things I haven’t been able to get to or prefer not to do, plus some repetitive tasks
I have a few things lingering on my to-do list, plus I need help on a few projects that are currently in the works
Everything

How How How

Preferred Outcomes

Imagine our collaboration is complete and successful. What results would make you feel confident we met your goals? (Examples: Our website feels cohesive and user-friendly. We have consistent visuals and messaging. Our marketing feels manageable, not chaotic. I understand what to post and when.) Your vision of success:.

How You Work Best

What helps you feel most supported during a project? Check any that resonate.

Discovery Call Preparation

Please consider: How would you describe your business? What made you start your business? Who is your ideal client? Describe your ideal consultant. What are your expectations for a consultant? Do you prefer email or another way of communication? How often do you want to touch base via video conference?

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