Questionnaire document

Step 1 of 9

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Business Document Questionnaire

Address:(Required)

Eircode (Post Code):(Required)

Client/Company Name:(Required)

Contact Person:(Required)

Phone Number:(Required)

Email Address:(Required)

Web Address:

LinkedIn Address:

Date(Required)

MM slash DD slash YYYY

Page No. 01

Business Overview

What is the full legal name of the business?(Required)

When was the business established?(Required)

What is the legal structure of the business? (e.g., sole trader, limited company, partnership)(Required)

Where is the business located?(Required)

Briefly describe the business and its core activities:

What is the mission or purpose of the business?

Who are the key decision-makers? (Include titles and roles)(Required)

Page No. 02

Purpose of Document

What type of document do you require? (e.g., Business Plan, Proposal, Grant Application, Feasibility Study, Company Profile, Recovery Plan, Policy, Report, Other)(Required)

What is the main goal or outcome expected from this document? (Secure Funding, Decision Making, Governance, Other)

Who is the intended audience or recipient(s)? (Investor, Lender, Grant Application, Other)

Are there any deadlines or timeframes for delivery?(Required)

Page No. 03

Target Market and Industry

What industry or sector does the business operate in?

Who is your target market/customer base?

What makes your product/service unique or competitive?

List key competitors and what differentiates you from them:

Page No. 04

Operations and Resources

Describe your business operations or workflow briefly:(Required)

What resources, equipment, or facilities does the business use?(Required)

Do you have any partnerships or suppliers worth noting?(Required)

Page No. 05

Financial and Strategic Information

Do you have historical financial data to include? (revenue, profits, losses, etc.)(Required)

What are your short-term business goals?(Required)

What are your long-term business goals?(Required)

Are you seeking funding or investment? If yes, how much and for what purpose?(Required)

Page No. 06

Branding and Style Preferences

Do you have existing branding or marketing materials (logo, tagline, colours, etc.)?(Required)

Do you have a preferred tone or writing style for the document? (e.g., formal, persuasive, conversational)(Required)

Are there specific elements or sections you want included in the document? (e.g., SWOT, Demographics, Future Developments, etc.)(Required)

Page No. 07

Supporting Material

Can you provide any of the following (tick all that apply):(Required)

Company brochure or leaflet

Previous versions of the document

Photos or graphics

Website or online presence

Financial statements

Testimonials or case studies

Other (please specify):

Other (please specify):(Required)

Page No. 08

Final Notes

Any additional information or instructions you'd like to include?(Required)

Do you want an industry designed theme for your document?(Required)

How would you like the final document delivered? (PDF, Word, printed, etc.)(Required)

Do you need ongoing support or revisions after delivery?(Required)

Page No. 09