Section 1 of 7: Quick Basics Let's start with the fundamentals!
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1. Quick Basics

Let's start with the fundamentals about your consulting firm

DRAFT - For Review Only

Check all that apply

2. Team Structure

Help us understand your firm's organizational structure

Include all full-time equivalent employees

We'll use this to calculate revenue per employee

Admin, sales, operations, marketing

3. Financial Performance

Your 2024 financial metrics (all information confidential)

Total revenue for 2024 or best estimate

Revenue minus direct project costs (best estimate)

45%

% Project-based

% Retainer-based

Typical project size in dollars

What % of revenue comes from your largest client?

25%

4. Billing & Utilization

Pricing structure and team productivity metrics

What % of available time is billable across your team?

75%

Average length of your projects

Check all that apply

5. Client Metrics

Your client portfolio and business development performance

Annual retention %

What % of your proposals result in signed contracts?

60%

Your most effective source of new clients

6. Operations

Operational efficiency and team management

Departures as % of total team

7. Strategic Outlook

Your growth plans and industry perspective

Select your biggest challenge for growth

Expected revenue growth for 2025

Contact & Completion

Final details for report delivery

Where should we send your benchmarking report?

Any context about your firm that would help us provide better benchmarks?

Supporting Documents

Upload any relevant files to provide additional context (optional)

Drop files here or click to browse

Upload Excel, PDF, Word, PowerPoint, or other relevant documents

.xlsx .pdf .doc .ppt .txt .csv +more

Helpful Documents:

  • Financial statements or revenue reports
  • Organizational charts or team structure docs
  • Client lists or project portfolios
  • Any other context that helps us provide better benchmarks

Privacy & Data Usage

  • All responses are kept strictly confidential and anonymous
  • Individual firm data will never be shared or published
  • Only aggregated industry benchmarks will be included in the report
  • Uploaded files are securely processed and automatically deleted after analysis

What You'll Receive

  • Comprehensive industry benchmarking report (December 2025)
  • Your firm's performance compared to industry peers
  • Key insights on pricing, utilization, and growth strategies

Submit Your Survey

Thank you for participating in this important industry study. Your insights help create valuable benchmarks for the entire boutique consulting community.

Expected report delivery: December 2025