Marketing / Business DevelopmentStrategy Session Discovery Questionnaire

Important Information

(please read)

This questionnaire is a tool to help us gain a better understanding of you, your business and the way in which you’d like to business to look. These questions will be addressed in our discovery/strategy session.

Personal and Confidential

These are very personal questions and at times may cause some discomfort. Please answer as honestly as possible to get the best results. The more accurately we can assess your situation, the better equipped we are to help you achieve your goals. As always, this information is held in the strictest of confidence and will not be shared with anyone for any reason.

Answer All Questions

IMPORTANT: Please answer ALL questions. Some of the questions may apply to you, some may not. If they don't, please use N/A. However, if you do not know the answer, please use I Don't Know. If a question asks for a quantitative answer that happens to be "zero" for your business, please put " 0 " - Do not leave questions blank.

Blank questions will have to be addressed in the session, which can take up valuable time.

​Partnerships/Joint Ventures

​We recommend that businesses comprised of multiple partners answer the questionnaire separately. We will compare answers in our discovery meeting.