Business Catalyst Consulting Form:

• Please fill out this form to better serve you and then click submit at the end.

General Information

Title DR MISS MR MRS MS

First Name •

Last Name •

E-mail Address •

Organization's Name •

Website •

Purpose / Mission / Values •

Primary Contact •

Office Number •

Cell Phone

Primary E-mail •

Engagement Timeline

Start Date •

End Date •

Preferred Consulting Schedule: Start Time •

End Time •

Location Name: •

Address •

City •

State •

Zip Code •

Purpose

What is the main purpose or objective of your desired consultation?  •

Who are the participants?  What is their role in the organization? •

How many will be in attendance? •

What kind of consultant are you looking for? • Marketing or Sales Training Domestic and International Business Construction  Financial Training and Staffing Operations Other

Please describe "Other" selection

Which category best describes your area of need? • (i.e. Sales Performance Coaching, Cost Cutting/Rightsizing, Leadership Training/Coaching,  Recruiting/Reducing Turnover)

Competitive Environment

Who are your top 3 competitors?

What new threats or challenges is your organization or audience faced with today?

What about in the next 1-3 years?

What new opportunities, products, or services will help you attack these realities?

Deliverables

What are attendees expecting from the consultant? •

What are the key decision makers expecting?

What 3 main ideas to you want your people to know and begin to apply? •

What topic(s) or principles would you like the consultant to specifically focus on? •

Decision Process

What are the 3 most important factors for selecting your consultant? •

Which factor is #1 and why? •

What other factors would you consider to be very important? •

By what date do you need to make your final decision? •

What is your budget (not including travel expenses)? •

Technology: What technology will you provide for the consultant to use?

Lavalier or Lapel Wireless Clip-on Microphone Large Monitor or LCD Projector with Large Screen Laptop Connectivity and Computer Audio System Flip Charts with Stands and Markers Presentation Podium / Table

Consultant's Resources: What technology or resources do you expect the consultant to provide?

Written outline for participants Large Monitor or LCD Projector with Large Screen Laptop Computer Flip Charts with Stands and Markers  Give-a-ways for several participants

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