Virtual Assistants • AI Automation • Digital Marketing
Use this form to guide a thorough and structured consultation. Your goal is to gather complete, accurate, and detailed information from the client. The quality of the information you collect directly impacts our ability to diagnose their needs and build a customized, results-driven solution.
Take your time, ask clarifying questions, and ensure every section is filled out clearly. A well-conducted consultation sets the foundation for the CAT Scan and the proposal that follows.
1. Run Digital Analysis Report - Conduct comprehensive analysis of client's current digital presence
2. Create Full Proposal - Use this consultation data to build a customized solution proposal
3. Schedule Follow-up - Present findings and proposal to the client