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Questionnaire template

Consultation Request Form

Collects a client's consultation needs, preferred format, urgency, availability and contact details to book a session.

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Other · Contact forms. All Other templates

Questions in this template

What You Need

  1. Tell us what you would like help with and when suits you, and we will arrange a consultation. The form takes only a few minutes.

  2. Which areas would you like the consultation to cover? Select all that apply.

    Choose any that apply:

    • Business strategy
    • Marketing
    • Human resources
    • IT
    • Other

  3. Which other area would you like to cover?

    Condition: Shown when Other is selected

    Open answer

  4. In a few sentences, what would you like to achieve from the consultation?

    Open answer

Your Preferences

  1. How would you like the consultation to take place?

    Choose one from a list:

    • In person
    • By phone
    • By video call

  2. How soon do you need the consultation?

    Choose one:

    • As soon as possible
    • Within a week
    • It is not urgent

Your Availability

  1. When would you like the consultation to happen?

    Choose one:

    • This week
    • Next week
    • In 2 to 4 weeks
    • Later than that
    • I am flexible

  2. Which times of day suit you? Select all that apply.

    Choose any that apply:

    • Morning
    • Midday
    • Afternoon
    • Evening

Your Contact Details

  1. What is your full name?

    Open answer

  2. Which phone number is best for reaching you?

    Open answer

  3. What is your email address?

    Open answer

  4. Is there anything else you would like us to know before the consultation?

    Choose one:

    • Yes
    • No

  5. What else should we know?

    Condition: Shown when you have more to add

    Open answer