Prepare for a client engagement with this simple research form

One of the best ways to develop client confidence is to show up armed with an understanding of the company, industry, and project issues. This form will help you gather details about your clients so that you'll be knowledgeable and well prepared when you walk in the door.

Building a successful consultancy requires technical expertise and business savvy, but it also requires strong research skills. Before you engage with a particular client, you should gather information about the company, such as its history, industry, stock price, and competitive position. This research form is designed to help you perform the basic business homework necessary to prepare for a client engagement. It covers information such as:

• Mission statement
• Business objectives
• Key clients
• IT strategies
• Revenue growth over last year
• Key business drivers

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