New Client Questionnaire

General Business Information

Please complete this questionnaire prior to your initial setup meeting at our office. If you have any questions, please reply to this email and we will be happy to help you.

Company Name*

Your Name*

First Last

Company Address*

Street Address Address Line 2 City State ZIP Code

Business Phone Number*

Company General Email

Company Website

Your Best Contact Phone Number*

Your best contact email address*

How long has your company been in business?

Approximately what was your annual revenue for the last 12 months?

Approximately how much is your average sale?

How many employees do you currently have?

We would like an overview of your business to educate us on who you are, what you do and generally what sets you apart from your competition.

Please tell us about your products and services. This information is important for us to understand exactly what you are selling to your customers. Please be sure to add any benefits associated with each product or service.

What are your business hours?

Check all of the methods of payments that your business accepts.

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