Survey Preparation Checklist

Please gather these documents before starting. This will make the survey much faster.

Progress: 0/8

2024 P&L Statement

Revenue and expenses report

Employee Roster

Team headcount by role

Billing Rates

Hourly rates by consultant level

Contact Info

For report delivery

Client List

Recent projects with values

Utilization Data

Billable hours tracking

Sales Data

Win rates, pipeline info

Key Metrics

Retention, growth targets

Complete at least 3 items to start