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Pre-Consultation Form

Client Needs Assessment

Please complete this form before your session. Your responses give us the context we need to prepare relevant insights and direct our discussion to what matters most to you.

Note: All information shared is confidential. Your responses will only be used to inform and prepare for our discussion.

Section 1: Basic Information & Business Stage

Name/Company:

Email Address:

Website / Social Media Handles (if any):

Which best describes your current situation?

I have an active business and want to grow / improve.

I have a product/service ready but haven't launched yet.

I have a business idea and need to research the market first.

I don’t know where to start.

Section 2: Goals & Objectives

What is the primary goal / one thing you would like to cover in our discussion? (e.g., Understanding competitors, defining a launch plan, improving online visibility, or general strategy)

What are your top 3 business or project objectives for the next 90 days?

Section 3: Market & Audience (Discovery & Context)

Who is your Ideal Customer? If you aren't sure, describe who you think would benefit most from your idea.

Market Landscape: List any specific industries or geographic areas you are interested in most.

Competitors: Who are the main players you’ve noticed in this space? How are you different from them?

Section 4: Additional Information

Please use the space below for any additional comments or requests. You may share any existing marketing material you would like to be reviewed in advance via email (contact@rjalilmarketing.com)

All information shared is confidential.

Your responses will only be used to inform and prepare for our discussion.