Acme Inc.

Client Qualification Questionnaire

  1. Instructions

    1. Instructions

  2. Basic Information

    1. *Company Name

    2. *Contact Person

    3. *Contact Email

    4. Contact Phone Number

    5. *Company Website

    6. *Industry

    7. *Company Size

    8. *Annual Revenue

  3. Business Overview

    1. *Describe Your Business

    2. *Primary Products/Services Offered

    3. *Target Market

    4. Geographical Area of Operation

    5. *Company Mission & Vision

  4. Current Challenges

    1. *What are the main challenges your business is facing?

    2. *What solutions have you tried so far?

    3. *What has been the impact of these challenges on your business?

  5. Goals and Objectives

    1. *What are your short-term goals (next 6-12 months)?

    2. *What are your long-term goals (next 3-5 years)?

    3. *Key Performance Indicators (KPIs) you track

  6. Budget and Resources

    1. *Estimated Budget for Solutions

    2. *Are you open to flexible payment terms or financing options?

    3. Do you have internal resources to support implementation?

  7. Decision-Making Process

    1. *Who are the key decision-makers in your company?

    2. *What is your typical decision-making process?

    3. *What factors are most important when making purchasing decisions?

  8. Timeline

    1. *When are you looking to start the project?

    2. *What is your ideal timeline for completion?

    3. *Are there any critical deadlines or milestones?

  9. Partnership Expectations

    1. What do you expect from a partnership with our company?

    2. How do you measure the success of a partnership?

    3. Are there any specific services or support you require?

  10. Additional Information

    1. Are there any legal or regulatory considerations we should be aware of?

    2. How often do you prefer updates and check-ins?

    3. Is there anything else we should know about your business?

    4. Do you have any specific questions or concerns about our services?

    5. Would you like to schedule a follow-up meeting?

Client Qualification Questionnaire


Client Qualification Questionnaire

Acme Inc.



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Instructions

Before we can proceed, we need some information from you. This questionnaire helps ensure a strong foundation for a successful partnership. Please take some time to fill it out as accurately and in detail as possible.



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  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
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*Response requiredCompany Name

*Response requiredContact Person

Contact Phone Number

+31

*Response requiredCompany Website

*Response requiredIndustry

*Response requiredCompany Size

*Response requiredAnnual Revenue

*Response requiredDescribe Your Business

*Response requiredPrimary Products/Services Offered

*Response requiredTarget Market

Geographical Area of Operation

*Response requiredCompany Mission & Vision

*Response requiredWhat are the main challenges your business is facing?

e.g., growth, operational inefficiencies, market competition

*Response requiredWhat solutions have you tried so far?

e.g., growth, operational inefficiencies, market competition

*Response requiredWhat has been the impact of these challenges on your business?

*Response requiredWhat are your short-term goals (next 6-12 months)?

*Response requiredWhat are your long-term goals (next 3-5 years)?

*Response requiredKey Performance Indicators (KPIs) you track

  • Revenue Growth

  • Customer Retention

  • Market Share

*Response requiredEstimated Budget for Solutions

*Response requiredAre you open to flexible payment terms or financing options?

Do you have internal resources to support implementation?

If yes, please specify.

*Response requiredWho are the key decision-makers in your company?

*Response requiredWhat is your typical decision-making process?

*Response requiredWhat factors are most important when making purchasing decisions?

E.g., cost, quality, service, timeline

*Response requiredWhen are you looking to start the project?

*Response requiredWhat is your ideal timeline for completion?

*Response requiredAre there any critical deadlines or milestones?

What do you expect from a partnership with our company?

How do you measure the success of a partnership?

Are there any specific services or support you require?

Are there any legal or regulatory considerations we should be aware of?

If yes, please specify.

How often do you prefer updates and check-ins?

Is there anything else we should know about your business?

Do you have any specific questions or concerns about our services?

Would you like to schedule a follow-up meeting?

  • Yes

  • No