Consulting Questionnaire

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Consulting Questionnaire

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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Consulting Questionnaire

Fully editable with custom branding. Send, print or embed online.

Consulting Questionnaire

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

As a consultant, your goal is to provide your clients with expert guidance, answers and support when they need it the most. In order to accomplish this, you must comprehend the issue completely, including their current situation and their expectations for the future. However, many clients struggle to articulate or explain their own views of the problem, especially if it's their first time meeting with you. But you still need to know if you will be able to help them before you move on to signing a contract right?

A great workaround for this problem is to implement a consulting questionnaire which you can even send before the initial session. This is an effective and respectful way to get the potential client to provide you with important information and encourage them to clarify their own ideas. If you want to create your own questionnaire, you'll find this article helpful.

We will go over why it's important to implement a consulting questionnaire as part of your client intake process, and go over some of the best questions to ask your clients. Let's get to it!

Note: Looking for an easy and effective way to create your consulting questionnaire? Bonsai's form builder helps you quickly draft a professional and branded document that you can send to all of your clients or add it to your business website. Get yours today! Claim your 7-day free trial here.

Why You Need a Consulting Client Questionnaire

A consulting questionnaire is a strategic way to begin the customer journey. It will give you enough information you need to get to know your prospects and their expectations. The answers they provide will also be of great help for you to ensure client satisfaction. Here are some reasons why you should implement a client questionnaire as part of your onboarding process.

Determine if a Prospective Client Is a Good Fit

A consulting questionnaire will allow you to get into specific information such as what line of business your potential client is in, their competitive advantage, objectives, etc. You will also discover their reasons for wanting to work with a consultant and what expectations they have of your services. This is an excellent way for you to evaluate whether or not they will be your ideal client.

You might find out they're looking for a type of service you don't offer, or their demands are too high for you to meet. In these cases it might be best to either offer alternative consulting services, or let them know you won't be able to take them on.

Create a Strong Consulting Business Proposal

You can't write an effective consultant proposal without having a good understanding of your client's needs and expectations. While it's still necessary to have an initial meeting in person before you present a business proposal, sending out a questionnaire beforehand will help you prepare follow-up questions and gather more valuable information. This will give you an incredible advantage over your competitors when creating a consulting strategy and clients will be more likely to want to invest in your services.

Showcase Your Expertise

A well-designed consulting questionnaire will showcase your skills and knowledge, demonstrating that you are qualified to assist your clients in achieving their objectives. For many potential clients, receiving a comprehensive questionnaire that prompts them to reflect on their current situation, challenges and goals is already a good sign that they've chosen the right consultant.

But what are the right questions to ask? Take a look at these vital consulting questions you must consider.

Top Questions to Ask Your Prospective Clients

Depending on the specific consulting services you provide, the questions you include in your client intake questionnaire will vary. However, there are some vital aspects that you should focus on regardless of your target niche. These can be divided into 4; Consulting expectations, brand and industry insights, challenges, and objectives.

Let's take a deeper look into each of these aspects.

Consulting Expectations

The first thing you'll want to do is identify the client's primary motivation for hiring a consultant, and what they expect to get out of working with you. This will help you in establishing objectives and standards for your relationship with consulting clients.

You can also try to find out if they have previous experience with consultants, or what strategies they have tried before in order to solve this specific problem. This way you can look for a fresh approach.

Consider the following questions:

- Have you worked with a consultant before?

- What do you hope to get out of our consulting services?

- What alternatives have you already explored?

- How do you want to speed up your development?

- Please elaborate on any previously discussed requirements for the consultation's structure.

- Do you have any inquiries for me?

- How do you evaluate your effectiveness?

Brand and Industry Insights

Another important aspect to understand is the type of business you will be working for. Ask your client to describe their brand and tell you about their competitors as well as the products they offer and company values. This can greatly help you decide whether you will be a good fit for them.

Include these questions on your consulting questionnaire:

- What is the most challenging aspect of your company?

- What distinguishes your company from its competitors?

- Who will be in charge of this project's implementation and who will make the ultimate decisions?

- Could you describe the characteristics of your ideal client? (demographics, interests, income)

- What type of services or products do you offer?

- How long have you been in business?

- Does your group, team, or board welcome change or resist it?

- What do you consider to be your organization's core values?


In order to see progress, you must clarify where your client is currently standing. Find out what is the situation they are trying to solve and get some insights into the business' current project management efficiency as well as other processes related.

Some of the questions that you might include are:

- What challenges are you currently facing in your business?

- Who are the parties involved in this project?

- What do you consider is leading to low productivity in your business?

- Can you give me a brief background on the situation you're hoping to resolve?

- Is there anything you or your staff are doing that might be impeding the achievement of this goal?

- What areas are things now performing effectively or poorly in?

- Are there any financial limitations stopping you from working efficiently?

- How prepared is your company to implement change?


Try to comprehend your client's objectives in detail, digging deep into any important figures or due dates that you should be aware of. Reaching these objectives is crucial to customer satisfaction, so gather all the vital information you need to determine whether or not you will be able to help this client. You can also ask clients to give you ideas of what solutions you could implement in order for them to see results.

These questions should help you understand their objectives:

- What aspects of your company would you like to change?

- What are your priorities regarding the project?

- If you could only change one thing, what would it be?

- What is your main objective for the upcoming fiscal year?

- Is there a deadline for this project? Any specific milestones in between?

Create the Perfect Client Questionnaire With Bonsai

Now that you know the best consulting questions to ask before you bring a new client onboard, you can create your own questionnaire using Bonsai's custom client forms. You can fully customize the document by adding your own branding elements, including as many questions as you want, and choosing the answer format that best fits your needs (multiple choice, text, or single choice).

Once your document is ready, send it to your clients via email, URL link, or simply have it embedded into your business website for ultimate efficiency. But don't stop there! Bonsai offers a variety of administrative tools to help you with your consulting business end-to-end. From proposals, contracts, invoices and payments, to accounting and tax solutions, we really have everything you need to make it big. Start your 14-day free trial and see for yourself!

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