Consultant Platform Needs Survey
Share how you work and what you need from a consultant platform so the product can better fit your workflow.
Consultant Profile
Current role or title
*
Primary industry or niche
*
Please Select
Technology
Healthcare
Finance
Marketing
Operations
Human Resources
Education
Manufacturing
Retail
Other
Years of consulting experience
*
Please Select
0–1 years
2–4 years
5–7 years
8–10 years
11–15 years
16+ years
Typical company or team size
*
Please Select
1–10
11–25
26–50
51–100
101–250
251+
Current Workflow and Pain Points
How do you currently manage clients and projects?
*
Spreadsheets
Email
Project management software
Paper notes
Messaging apps
Calendar tools
Other
What are the biggest challenges in your current workflow?
*
How often do you use digital tools for client management?
*
Daily
A few times a week
Weekly
Rarely
Never
How satisfied are you with your current setup?
*
Very dissatisfied
1
2
3
4
5
6
7
8
9
Very satisfied
10
1 is Very dissatisfied, 10 is Very satisfied
Platform Needs and Feature Priorities
Most important platform features
*
Project tracking
Client communication
Scheduling
Proposals
Billing
Reporting
Document management
Task automation
Time tracking
Team collaboration
Other
Must-have integrations
Calendar tools
Email platforms
Video meetings
Cloud storage
Accounting software
CRM systems
Project management tools
E-signature tools
Payment processing
Other
Desired capabilities or automations
Feature importance ranking
Rows
Very important
Important
Nice to have
Project tracking
1
2
3
Client communication
4
5
6
Scheduling
7
8
9
Proposals
10
11
12
Billing
13
14
15
Reporting
16
17
18
Document handling
19
20
21
Adoption Preferences and Follow-up
Preferred pricing model or plan type
*
Monthly subscription
Annual subscription
Per-user pricing
Usage-based pricing
One-time license
Other
Readiness to adopt a new platform
*
Not ready
1
2
3
4
5
6
7
8
9
Ready now
10
1 is Not ready, 10 is Ready now
Preferred implementation and support style
*
Self-service onboarding
Guided setup with training
Dedicated implementation support
Ongoing managed support
Other
Contact email for follow-up (optional)
example@example.com
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