TemplatesFor consultants

Consulting engagement intake form: 8 questions to ask before the engagement starts

Questions to scope a consulting engagement before it startsQuestions to scope a consulting engagement before it starts. Your client gives their organization and role, the problem in a few sentences, what a successful outcome looks like, who makes the final decision, and how soon they need results. Optional questions cover the size of the organization, a start date, what has been tried so far and the data that already exists.

Use this template Open it as your client sees it

Free until your first client pays you, then $19/month · card required

Keel & Compass Advisory

Operations assessment (6 weeks)

Deposit due today

$3,000.00

Secure payment through Stripe

Questions from Keel & Compass Advisory

Answer these, then pay your deposit

What’s your organization, and what is your role there?

How many people work at your organization? Optional

In a few sentences, what problem are we solving?

What’s happening today, and what it is costing you in time, money or momentum.

What does a successful outcome look like at the end of the engagement?

If you can, say how you’ll measure it.

Who makes the final decision, and who else should be involved?

Names and roles of the decision-maker and the key stakeholders.

How soon do you need results?

When would you like the engagement to start? Optional

What has been tried so far, and what data or documents already exist? Optional

Reports, dashboards, past reviews or earlier consultants’ work. Describe them here and we’ll arrange access after kickoff.

The template as your client sees it, for Keel & Compass Advisory, a fictional consultant, with an example package and a $3,000 deposit

What your client is asked

8 questions · 5 required. Reword, reorder, add or remove any of them before you send your first link, up to 10 questions. Links you have already sent keep the questions they were created with.

What’s your organization, and what is your role there?
Short answerRequired
How many people work at your organization?
Choices: 1–10 · 11–50 · 51–200 · 201–1,000 · More than 1,000
DropdownOptional
In a few sentences, what problem are we solving?
What’s happening today, and what it is costing you in time, money or momentum.
ParagraphRequired
What does a successful outcome look like at the end of the engagement?
If you can, say how you’ll measure it.
ParagraphRequired
Who makes the final decision, and who else should be involved?
Names and roles of the decision-maker and the key stakeholders.
Short answerRequired
How soon do you need results?
Choices: Within a month · 1–3 months · 3–6 months · More than 6 months · Flexible
DropdownRequired
When would you like the engagement to start?
DateOptional
What has been tried so far, and what data or documents already exist?
Reports, dashboards, past reviews or earlier consultants’ work. Describe them here and we’ll arrange access after kickoff.
ParagraphOptional

Other templates

Each one is a starting point for one kind of engagement. You pick one when you set up IntakePay.

All templates

Start with the Consulting engagement template

Start free from here, and the template is already picked when you set up your business

Start free Open it as your client sees it

Free until your first client pays you, then $19/month · card required