Dream Focused – Business Minded

Survey for Consulting Processes -  Please reply by Wednesday, June 23rd

Dear LSBDC Consultants,
We’ve been consulting in a 100% virtual mode for about 14 months. As in-person interactions open up, we want to understand your preferences about returning to some amount of in-person consulting.
Our general belief at this time is that we’ll need to be flexible, and offer both in-person and virtual choices; we don’t envision staying at 100% virtual, nor going back to 100% in-person.
Your responses will help form how we approach our existing and potential new clients.
Please check the box that best reflects your preference:
Please use this space for additional comments.
Please check the box that best reflects your consulting effectiveness between virtual and in-person.
Please use this space for additional comments.
Our clients normally average over 4.0 consulting sessions per year. Last year, this dropped to 2.5 sessions. While some of this was due to one-time PPP loan / EIDL consults, we also want to make sure we’re adding value and giving clients solid reasons to regularly schedule appointments. What do you think we should do to improve the client / consultant relationship?
What do you feel are the 3 major strengths of our organization?
What do you feel are the 3 major weaknesses of our organization?
Thank you for your time to provide us your thoughts and observations! Your input is important!
Please send us your responses by Wednesday, June 23rd.
Regards, LSBDC team
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