Tech Industry Consulting Pre-assessment Form
Please share your company context, consulting needs, scope, timeline, budget, and preferred working style so we can assess fit and next steps.
Company and Contact Information
Full Name
*
First Name
Last Name
Work Email
*
example@example.com
Company Name
*
Job Title / Role
*
Company Website or LinkedIn URL
Consulting Need and Business Context
Primary consulting focus area
*
Digital transformation
Software strategy
Product strategy
Data and AI
Cloud architecture
Cybersecurity
Process optimization
Other
Current challenge or opportunity
*
Main business objective
*
Please Select
Increase revenue
Reduce costs
Improve efficiency
Accelerate delivery
Strengthen security
Modernize technology
Improve customer experience
Enable data-driven decisions
Other
Project Scope and Readiness
Project scope size
*
Exploratory
Small initiative
Department-level
Company-wide
Not sure
Current stage
*
Idea
Planning
Vendor selection
In progress
Already underway
Expected timeline to start
*
Please Select
Immediately
Within 1 month
1–3 months
3–6 months
6+ months
Not sure
Urgency / priority
*
1
2
3
4
5
Budget and Engagement Preferences
Estimated budget range
*
Under $5k
$5k-$15k
$15k-$50k
$50k-$100k
Over $100k
Not sure
Preferred engagement model
*
Please Select
Advisory
Workshop
Implementation support
Retainer
Not sure
Preferred collaboration style
Async
Weekly calls
On-site
Remote
Hybrid
Constraints or delivery requirements
Current Environment and Success Criteria
Current state assessment
*
Rows
1
2
3
4
5
Strategy clarity
1
2
3
4
5
Technical maturity
6
7
8
9
10
Internal resources
11
12
13
14
15
Stakeholder alignment
16
17
18
19
20
Data readiness
21
22
23
24
25
Strategy clarity
*
Low
Medium
High
Technical maturity
*
Low
Medium
High
Internal resources
*
Low
Medium
High
Stakeholder alignment
*
Low
Medium
High
What would a successful consulting engagement look like?
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