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🏢 Business & Strategy

Free Consulting Needs Match Assessment Template

Score where the business actually hurts — strategy, ops, market, finance, execution — and get an AI report on the shape of help that fits.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score where the business actually hurts — strategy, ops, market, finance, execution — and get an AI report on the shape of help that fits.

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About this template

Hiring advice before diagnosing the need produces expensive misunderstandings: a strategy engagement for an execution gap, a fractional CFO when the real problem is pricing. This assessment scores where the business actually hurts across five areas, distinguishes capability gaps from capacity gaps, and generates a report on what kind of help fits — including when the answer is 'not consulting yet'. For the buyer's side of the table.

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Template at a Glance

TemplateConsulting Needs Match Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forFounders · Advisors · Ops leads
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Strategy clarity, Operations drag, Market & growth, Financial structure, Execution bandwidth — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders

Buy the right help, once.

2

Advisors

Pre-qualification with context.

3

Ops leads

Frame the ask before sourcing.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Our real uncertainty is direction, not execution (1–5)
  2. Operational pain comes from process, not effort (1–5)
  3. Growth is capped by market understanding (1–5)
  4. Financial structure is a cause, not just a symptom (1–5)
  5. We know what to do but lack the bandwidth (1–5)
  6. What decision are you currently unable to make alone? (open)
  7. What help have you already tried, and why did it not stick? (open)
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Frequently Asked Questions

What does this assessment decide?
Which capability area is actually constraining you, and whether the fit is strategy advice, operational help, fractional expertise or internal change first.
Does a high score mean I must hire a consultant?
No — several profiles resolve internally or with fractional help; the report is honest about the shape of fitting help.
Who should answer it?
The decision-maker who would sign the engagement, plus whoever lives with the pain daily; differing profiles are informative.
Is my information kept private?
Responses live in your workspace; the AI report is generated for you to use, share or discard as you choose.
How long does the whole thing take?
About ten minutes of honest scoring — less time than most mismatched engagements cost afterward.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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