Is the financial information protected?

Responses are stored encrypted on the server. Even so, ask only what you really need, and tell clients how you handle what they share.

Can I adapt it to one specialism?

Yes. Replace the list of help areas and add questions on your own topic, such as pricing or hiring.

Does the form score the business?

No. It collects information for you to analyse. It does not produce a rating or recommendations.

Coaching & consulting

Business audit questionnaire for strategy sessions

A strategy session is only as good as the preparation. This questionnaire asks for the company, its sector, team size and approximate yearly revenue, then what works well, what is not working and the three main goals for the next twelve months. It also asks where the business wants help, from strategy to technology.

Use this template All templates

Who it is for

Business consultants and advisors
Accountants and fractional managers who offer reviews
Agencies that audit a client's marketing, sales or operations

When to use it

Send it a few days before the review. The owner can answer in several sittings, and you read the whole picture before you speak to them. The revenue question is optional, because some owners prefer to share figures in person.

What the form asks

The business

Company name · requiredShort text
Sector · requiredShort text
Team size · requiredDropdown
Yearly revenue (EUR, approximate)Number

Where you are

What works well today? · requiredLong text
What is not working? · requiredLong text
Your three main goals for the next 12 months · requiredLong text

Support you want

Where do you need help?Checkboxes
Full name · requiredShort text
Email address · requiredEmail
Phone numberPhone

Every question can be changed, removed or reordered before you publish.

The PDF your respondents receive

The PDF presents the answers as a briefing document: company profile, strengths and weaknesses, goals and the areas where help is wanted, with the contact details of the person who answered.

First page of the sample PDF made by the Business audit questionnaire template, filled with invented data — A sample of the PDF this template produces, filled with invented data. Your logo, colours and wording replace the sample ones.

Questions people ask

Is the financial information protected?: Responses are stored encrypted on the server. Even so, ask only what you really need, and tell clients how you handle what they share.
Can I adapt it to one specialism?: Yes. Replace the list of help areas and add questions on your own topic, such as pricing or hiring.
Does the form score the business?: No. It collects information for you to analyse. It does not produce a rating or recommendations.

Start from this template

Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.

Use this template