Client Screening Form Sales Agent Website Name Email Services Web Design E-commerce Graphic Design Photography Marketing Social Media SEO IT Consulting How big is the company? Start-up Small Medium Large How many people are in their company? What is the project budget? How long have they been around for? What is the time constraint? What industry is it in? How much involvement are they going to have in the project? Do they already have softwares/platforms that they are using? Do they have contents that they can share? Do they currently working with another company? What are the current problems and biggest concerns? Additional Information Next Meeting Date What do you think of the lead? Not the right fit Some Potential Good fit What do we need for the next meeting Send