Pre-consultation questionnaire

About 10-15 minutes. Best guesses are fine; skip optional questions you are unsure about. Please do not enter passwords, access codes, or sensitive customer records.

This detailed questionnaire is optional.

Prefer to start with a message, call, or email?

Contact SaiShift instead →

01 / About you and your business

Only if you chose a group or several locations above. One per line: company, website, main phone, area served. We look each one up before the call, so you do not need to describe them.

02 / What you offer and who buys

Who buys from you?

03 / How customers find and reach you

How do new customers usually find you?
How do you track inquiries?

04 / Website and content

What should visitors do on your website?
What do you have that we can use?
Booking, payments, ecommerce, CRM, forms, member access, accessibility, or languages.

05 / Social media

Where are you present today?
What could you share regularly?
Client privacy, safety, and people appearing in photos.

06 / Goals and success

Your top goals for the next 6-12 months
A practical result or measure, if known.
Services you are curious about

07 / Brand (optional)

What do you already have?Skip this section if you are not interested in brand identity work.

08 / Access and ownership

Do not enter passwords or access codes. We will arrange access securely later.

09 / Competition, budget and decisions

A best estimate helps us recommend an appropriate scope.

Review & send

You’re all set. Review anything you’d like to change, then submit your questionnaire.

Your responses will be stored by SaiShift for consultation preparation and related planning. Please don’t provide passwords, access codes, or sensitive customer or project records.

Your progress is kept in this browser until you submit.