QLOGIX Pre-Assessment Questionnaire

Your Starting Point for Strategic Partnership

Instructions

This is comprehensive on purpose. We're asking for a lot because we want to understand your business deeply. The more you share, the more prepared we'll be.

You're in control. Answer what you're comfortable answering. Skip what you're not. Even partial information helps us have a better conversation.

This is confidential. Everything you share is protected by NDA and used solely to prepare for our discussion.

Time investment: 30-45 minutes if you have the information handy. Worth it for a strategic conversation vs. a discovery call.

Part 1: Business Fundamentals

The basics we need to understand your business

Company Information

  • Company name and website
  • Year founded
  • Industry/vertical
  • Business model (B2B, B2C, B2B2C, marketplace, etc.)
  • Primary products/services
  • Geographic markets served

Financial Snapshot

  • Current annual revenue
  • Revenue 1 year ago
  • Revenue 2 years ago
  • Gross margin %
  • Net margin %
  • Current cash position
  • Outstanding debt/liabilities
  • Recent funding (if any)

Revenue Composition

  • Top 3 revenue streams (% of total)
  • Recurring vs. one-time revenue split
  • Customer concentration (% from top 5 customers)
  • Average customer value
  • Customer acquisition cost
  • Lifetime value

Part 2: Operational Structure

How your business actually runs

Team & Organization

  • Total employees (FT, PT, contractors)
  • Organizational structure (departments/functions)
  • Key leadership team members
  • Critical roles/dependencies
  • Recent hires or departures of note
  • Outsourced functions

Key Personnel Details

For each key team member (C-suite, VPs, Directors), please provide:

  • Full name and title
  • Email address
  • Mobile/direct phone (optional)
  • LinkedIn profile URL
  • Twitter/X handle (if professional)
  • Facebook profile (if used professionally)
  • Other relevant social media (Instagram, TikTok if business relevant)
  • Years with company
  • Previous company/role
  • Key responsibilities
  • Decision-making authority

Why we ask: We research your entire leadership team to understand backgrounds, connections, and potential opportunities. This isn't creepy stalking - it's understanding who we'll be working with and what expertise already exists in your organization.

Systems & Processes

  • Core technology stack
  • ERP/CRM systems
  • Financial systems
  • Operational systems
  • Documentation level (1-10)
  • Process maturity (1-10)
  • Technical debt or system issues

Operations

  • Production/delivery capacity
  • Current utilization %
  • Quality metrics
  • Key operational metrics you track
  • Biggest operational constraints

Part 3: Market Position

Where you stand in your industry

Competitive Landscape

  • Main competitors (top 3-5)
  • Your competitive advantages
  • Your competitive disadvantages
  • Market share (if known)
  • Industry growth rate
  • Disruption threats

Customer Base

  • Total customers
  • Customer segments
  • Retention rate
  • NPS or satisfaction scores
  • Key customer relationships at risk
  • Growth potential with existing customers

Growth Trajectory

  • Growth rate past 3 years
  • Growth projection next year
  • Pipeline strength
  • Win rate
  • Sales cycle length
  • Marketing effectiveness

Part 4: Current Challenges

What's keeping you up at night

Immediate Pain Points

List your top 3-5 current challenges:

  1. [Challenge + impact on business]
  2. [Challenge + impact on business]
  3. [Challenge + impact on business]
  4. [Challenge + impact on business]
  5. [Challenge + impact on business]

Constraints to Growth

  • Capital constraints?
  • Talent constraints?
  • System constraints?
  • Market constraints?
  • Time constraints?
  • Other?

Failed Solutions

  • What have you already tried?
  • What didn't work and why?
  • What are you currently trying?
  • What resources have you engaged?

Part 5: Personal Situation

The human side of the equation

Time & Energy

  • Hours per week in the business
  • Days off per month
  • Last real vacation
  • Stress level (1-10)
  • Energy level (1-10)
  • Fulfillment level (1-10)

Business Dependency

  • What happens if you're out for a week?
  • What happens if you're out for a month?
  • Decisions only you can make
  • Revenue impact if you step back
  • Key relationships dependent on you

Personal Finance

  • Personal burn rate/monthly needs
  • Liquidity needs from business
  • Other sources of income
  • Financial pressure level (1-10)
  • Timeline pressures

Part 6: Vision & Goals

Where you want to go

Business Vision

  • 1-year goals
  • 3-year vision
  • 10-year dream
  • Definition of success
  • Exit strategy thoughts
  • Legacy aspirations

Personal Vision

  • Ideal role in business
  • Ideal time commitment
  • Other ventures/interests
  • Family priorities
  • Lifestyle goals
  • "Freedom" definition for you

Success Metrics

  • How will you measure success?
  • What would make this year a win?
  • What would make you feel free?
  • What would reduce your stress?
  • What would increase fulfillment?

Part 7: Resources & Relationships

What you're working with

Advisory & Support

  • Current advisors/mentors
  • Board members (if any)
  • Peer groups/masterminds
  • Professional services (legal, accounting, etc.)
  • Other consultants engaged

Financial Resources

  • Available capital
  • Credit facilities
  • Investor relationships
  • Borrowing capacity
  • Asset base

Strategic Relationships

  • Key partnerships
  • Channel relationships
  • Vendor dependencies
  • Industry connections
  • Potential opportunities

Part 8: Decision Framework

How you make choices

Decision Criteria

  • Risk tolerance (1-10)
  • Speed preference (move fast vs. deliberate)
  • Control needs (must own vs. can partner)
  • Investment capacity (time and money)
  • Change readiness (1-10)

Past Experiences

  • Best business decision made
  • Worst business decision made
  • Best advisor/consultant experience
  • Worst advisor/consultant experience
  • Key lessons learned

Working Style

  • Communication preferences
  • Meeting preferences
  • Reporting needs
  • Involvement level desired
  • Decision-making style

Part 9: Why Now?

The catalyst for change

Timing

  • Why are you seeking help now?
  • What's changed recently?
  • What's the cost of inaction?
  • Timeline for making changes
  • Urgency level (1-10)

Expected Outcomes

  • What would make this assessment valuable?
  • What are you hoping to learn?
  • What decisions are you facing?
  • What would success look like?
  • What would failure look like?

Commitment Level

  • Ready to make changes? (1-10)
  • Willing to invest in solutions? (1-10)
  • Open to difficult feedback? (1-10)
  • Prepared to move fast? (1-10)
  • Committed to transformation? (1-10)

Part 10: Additional Context

Anything else we should know

Open Comments

  • What haven't we asked that we should know?
  • Context that would help us understand?
  • Sensitive situations to be aware of?
  • Unique aspects of your business?
  • Other stakeholders involved?

Document Sharing

Optional but helpful - share what you're comfortable with:

  • Financial statements
  • Organizational chart
  • Business plan/deck
  • Marketing materials
  • Key metrics dashboards
  • Other relevant documents

Next Steps

Once you submit this:

  1. We'll review everything you've shared
  2. We'll conduct our independent research
  3. We'll prepare for a strategic conversation
  4. We'll come ready to discuss solutions, not discovery

Remember:

  • Answer what you're comfortable with
  • More detail = better preparation
  • This is the beginning of understanding, not the end
  • Everything is confidential and protected

Questions?

Reach out directly. We're here to help, not to waste your time with forms.

"The depth of these questions shows the depth of our commitment to understanding your business. We don't do surface-level."

- The QLOGIX Team