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New Client Information

New Client Inquiry Form

  • Tell Us About You

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  • Your Top 5 Strengths, as defined by the Clifton StrengthsFinder Assessment, is a powerful tool for business focus. We utilize these results in a number of ways as we develop growth strategies with our clients. For more information or to take the assessment, visit www.
  • Tell Us About Your Business

  • Please provide any details or context under the "Comments" section below. For example: Not in an "official" capacity, as a hobby or very part-time. Or, previously as part of a partnership, now independently.
  • Whether official or informal, employees or contractors, please share general information regarding any persons involved in helping you to run your business. For example: P/T bookkeeper who helps out on a quarterly basis.
  • Tell Us About Your Goals

  • Share thoughts related to your role, products and services, customers, marketing, operations, support and/or sales team, etc.
  • Indicate an approximate % of your business that group represents.
  • Indicate an approximate % of your business that group represents, or if this is aspirational, the % you would like that group to represent. For example: Senior women who garden (25%)
  • Tell Us About Your Challenges

  • This could be operations, staffing, time, equipment, marketing, new competitors, anything that isn't working the way you want it to.
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