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Client Registration Form

For your free half hour hour consultation with Precise Advisory Group, please submit the following client intake form.

Company Name

First Name

Last Name

E-mail

Phone

Mobile Phone

Address

Address 2

City

State

Zip

Business Details

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WHO – are the key managers or leaders of your business or project?

List names, titles, and job descriptions of your key managers and leaders.

WHAT – is the essential deliverable or product of your business or project?

Describe your business or project (no more than five sentences).

WHERE – geographically does your business or project be delivering its benefits?

Describe the geographic locations – local, national or internationally -- where your business or project delivers benefits to customers or beneficiaries.

WHEN – will the next phase of your business development or new project begin delivering its benefits?

List anticipated or scheduled date for launch of your businesses “next phase” or new project.

HOW – does your business or project deliver its benefits?

What process, procedures or systems are utilized within your business to achieve your goals and objectives?

WHAT -- concerns or obstacles have you experienced in operating your business or project?

List any particular concerns, obstacles or fears you have experienced with respect to succeeding with your business or project.

Subject:

Return to the Precise Advisory Group home page

Client Registration Form

For your free half hour hour consultation with Precise Advisory Group, please submit the following client intake form.

Business Details

WHO – are the key managers or leaders of your business or project?

WHAT – is the essential deliverable or product of your business or project?

WHERE – geographically does your business or project be delivering its benefits?

WHEN – will the next phase of your business development or new project begin delivering its benefits?

HOW – does your business or project deliver its benefits?

WHAT -- concerns or obstacles have you experienced in operating your business or project?

WHO – will be involved in running or operating the business or project?

WHAT – is the nature of the business or project?

WHERE – will your business or project be delivering its benefits?

WHEN – will your business or project start delivering its benefits?

HOW – will your business or project deliver its benefits?

WHAT -- concerns or obstacles exist to starting your business or project?