Pre-Meeting Questionnaire


Thanks for reaching out to us. We’re really excited to talk with you!

We just sent you an email confirming it’s really you. Before you start working on the short questionnaire below, please take a moment to check your email to Confirm Your Email Address so we can communicate with you.
Don’t forget to check your email.


Before you fill out your Pre-Meeting Questionnaire, here’s a few things to know about us and how we operate:

  • We prefer to make our involvement to be the least intrusive as possible. Though we’re open to on-site meetings, almost all of our clients meet with us on Conference Call, Zoom or Skype for online meetings. (Especially for the Initial Project Call)

  • This meeting is for fact finding. So don’t worry, you won’t be pitched. Our goal is to find out about your specific needs and challenges.

  • Once again… Don’t worry, you’re not committing to anything other than a Initial Project Meeting. If we’re a good fit, then we’ll talk about moving forward.

If that all sounds good to you… Fill out the Questionnaire Below.


Pre-Meeting Questionnaire
Are you a...
Will the person working with us be able to make decisions on the project?
Please tell us why you're looking to work with us: (Check all that apply)