Client Needs Assessment

Client Needs Assessment — Form Fields

This surveys template includes 9 fields. Understand a new or prospective client's goals, challenges, and requirements before beginning an engagement. Free to customize and use on ZenBuild.

• Client / company name (text, required)
• Primary contact name and title (text, required)
• Email address (email, required)
• What are your primary goals for this engagement? (long text, required)
• What are the biggest challenges or pain points you are facing right now? (long text, required)
• Which areas are you seeking help with? (checkboxes, optional) — options: Strategy and planning, Operations and process improvement, Technology and systems, Marketing and growth, Financial management, People and talent, Compliance and risk
• What is the desired timeline for results? (dropdown selection, required) — options: Less than 1 month, 1–3 months, 3–6 months, 6–12 months, Ongoing / long-term
• What is the approximate budget for this project? (multiple choice, optional) — options: Under $5,000, $5,000–$25,000, $25,000–$100,000, Over $100,000, Not yet determined
• Is there anything else you would like us to know before we begin? (long text, optional)