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Defining the Sales Reports

Survey

Introduction

🧭 Business Consulting Workflow: From Intake to Impact

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🗂 Step 1: Initial Consultation + Relationship Building

Purpose: Understand the business at a high level and begin building trust.

Tasks:

Schedule a discovery call (30–60 min)

Ask open-ended questions:

What inspired you to start your business?

What are your top 3 current challenges?

Where do you want your business to be in 6–12 months?

Deliverable: Start a Client Profile document to track their journey.

Onboarding Clients

Onboarding Clients

Task

Owner

Status

Due date

Schedule a 30 min Meet and Greet

Start a Client Profile Using HubSpot

Send Introduction Survey

There are no rows in this table

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📋 Step 2: Intake Survey & Diagnostic Assessment

Purpose: Gather measurable and subjective insights into operations, pain points, and goals.

Tools: Google Form or Typeform

Survey Sections:

Business Overview (industry, team size, years in business)

Operations (sales systems, scheduling, staff roles, inventory process)

Financial Health (revenue, profit margins, expenses, pricing)

Marketing (current efforts, reach, lead sources)

Customer Experience (feedback loops, satisfaction, retention)

Challenges & Priorities (top 3 pain points, urgent goals)

Tools & Software Used

Deliverable: A summarized Needs & Gaps Report

⁠

📊 Step 3: Analyze Data & Define SMART Goals

Purpose: Use intake data to identify key problems and create strategic, measurable goals.

Framework:

Specific: Define exact areas (e.g., “increase monthly revenue”)

Measurable: Attach numbers (“by 20%”)

Achievable: Based on current capacity

Relevant: Align with client’s mission

Time-bound: Add deadlines

Example SMART Goal: "Increase online sales by 20% within 90 days by improving product listings and launching a referral program."

⁠

🔧 Step 4: Develop a Customized Solutions Plan

Purpose: Provide a clear action plan tailored to the client’s biggest needs.

Deliverables:

Solutions Matrix (prioritized by impact/effort)

Action Plan Template (includes deadlines, tasks, assigned roles)

Tool Recommendations (based on what they’re already using)

Training Resources or SOPs

Optional Add-On: Create a project board in Trello, Notion, or Google Sheets.

⁠

📅 Step 5: Follow-Up Schedule & Progress Tracking

Purpose: Keep the client accountable and supported through implementation.

Plan:

Weekly or Biweekly Check-Ins (via Zoom or phone)

Track metrics

Address roadblocks

Review completed tasks

Monthly Reports:

Progress summary

KPI updates

Adjustments to plan

Tracking Tools:

Google Sheets tracker

KPI dashboard (Notion/Coda)

Shared drive for reports

⁠

📈 Step 6: Review, Reflect, and Scale

Purpose: Celebrate wins, adjust strategies, and prepare for growth.

Steps:

Host a Review Session (at 60 or 90 days)

Ask:

What worked best?

What do we need to fix or improve?

What’s the next big goal?

Deliverables:

Final evaluation summary

Recommendations for next phase

Optional: Retainer offer for ongoing consulting

⁠

Would you like me to create a Google Drive folder template with:

The intake form

Solutions matrix

Progress tracker

Check-in schedule sheet?

Or would you prefer to build this in Notion or Coda?

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