pic client qualification form - picmarketingservices.com

Your Business

The basics — who you are and where to reach you.

Business name*

Your full name*

Your role*

Email address*

WhatsApp number*

Business location*

Website or main social media handle*

Business category*

How long has the business been running?*

The Problem

This is the part most forms skip — and the part that matters most.

What is the biggest challenge your business currently faces?*

What have you already tried to fix it?*

What do you believe is causing the problem?*

What happens if this problem is still unsolved in 3–6 months?*

How would you describe your current process?*

Which area needs the most improvement?*

Budget & Timing

Rough figures are fine — this just helps us recommend the right scope.

Do you have a budget allocated for this?*

Yes No Still planning

Expected investment range* A rough band is fine — this varies by service.

When would you like to start?*

Do you have a specific deadline or launch date?

Decision-Making & Readiness

Last few questions — these help us plan the engagement properly.

Who approves this project?*

Are you ready to provide materials and access when needed?*

Are you open to PIC's recommendations?*

What would make this engagement a success for you?*

Anything else we should know before we speak?

Review & Send

You've covered everything we need. Once you send this, it goes straight to the PIC team — someone will review it and reach out on the contact details you provided.

Tell us about your business before we talk strategy.

Received.