CLIENT INFORMATION FORM
Instructions:
Thank you for contacting Thompson Management Consulting, LLC. This form is used by us to become familiar
with you and to secure some preliminary information before the initial meeting.
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Please complete this form as best as possible. If you are not sure about something, just put TBD (to be
determined), and we will discuss later.
Place the curser over “Choose an item”, and click. A down arrow to the right will appear. Click on the down
arrow and select the answer that is most appropriate.
When completed, save it, and email it as an attachment to [email protected]
Upon receiving your completed form, it will be reviewed, and we can set up a time to meet and discuss the
project.
Name:
Title:
Main Contact Number:
Email Address:
Best Day and Time to Contact You:
Brief description of your business model:
Company Name:
Date Established:
Secondary Number:
Business Location:
Contact You by Email or Phone:
What services are you requesting from us?
Number of employees: Choose an item.
Education level: Choose an item.
Do you have an accountant: Choose an item.
Do you have an attorney: Choose an item.
Do you have a website: Choose an item.
List your collateral:
Who are your clients/customers?
What is your industry?
List your technical needs:
Anything additional you wish to mention:
Number of management staff: Choose an item.
Expertise in field: Choose an item.
What type of business: Choose an item.
Financing required: Choose an item.
Equity investment amount: Choose an item.
Funding sources considering: Choose an item.
Where are your customers located?
What is your industry segment?
Thompson Management Consulting, LLC
P.O. Box 69
Lawrenceville, GA 30046
“A Better Business Bureau Accredited and A+ Rated Company”