Free Consulting Firm Assessment Form

Please complete this form to evaluate the consulting firm’s qualifications, experience, and suitability for your project needs.
Name of Consulting Firm
Phone number
Website
Primary Areas of Expertise
Strategic Planning and Business Development
Financial Analysis and Budgeting
Human Resources and Talent Management
Marketing and Brand Strategy
Technology and IT Consulting
Services Provided
Market Research and Competitive Analysis
Process Improvement and Efficiency Optimization
Risk Management and Compliance Consulting
Leadership Training and Development Programs
Data Analytics and Reporting Solutions
Change Management and Organizational Transformation
Experience and Qualifications
Years in Business
Relevant Certifications and Qualifications
Client References
Past Client List
Case Studies or Success Stories
Project Management and Communication
Communication Methods and Frequency
Project Management Tools and Systems
Client Collaboration Practices
Overall Rating and Comments
Overall Rating
Evaluate expertise, communication, reliability, project management, and client satisfaction.
Additional Comments and Feedback
Recommendation for Future Projects
Thank you for your submission!
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