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Email: hello@capticgroup.com
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Full Legal Name
Job Title / Role in Company (e.g., Owner,
Founder, Manager)
Phone Number
Email
Company Name
Website URL (if applicable)
Industry / Niche
Years in business (How long has the
company been operating?)
What is your current Business Entity Type?
Current Team Size (Employees and/or
Contractors)
Estimated Annual Revenue
What is the primary reason you are seeking
consulting today?
If 'Other' was selected above, please specify
your primary reason:
What is your biggest daily frustration in your
business right now?
What is your #1 goal for the next 3-6 months?
How soon are you looking to start this
initiative?
Do you have a dedicated budget allocated
for consulting/business development?
Who will be primarily responsible for
implementing new systems or strategies?
Is your business currently involved in any
pending litigation or lawsuits?
Are you currently facing any tax audits or
severe financial liabilities?
Do you currently work with a
CPA/Accountant?
Do you currently work with a Business
Attorney?
Do you understand that consulting requires
your active participation and honest
communication?
Are you open to changing your current
processes if a better system is identified?
Please read and acknowledge the following
statements regarding the scope of services
provided by Captic Client Services LLC.
I understand Captic Client Services LLC
provides operational and strategic
consulting, not legal advice.
does not provide tax, accounting, or
financial advisory services.
I understand that consulting outcomes
depend on my own execution, and
Captic does not guarantee specific
financial results or revenue increases.
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