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About Us
Blog
Contact Us
Let’s simplify what’s been overwhelming. Schedule your clarity session.
Consultation
Welcome to V Consulting Services!
We’re glad you’re here. This consultation form helps us understand your business systems, challenges, and goals so we can design secure, scalable solutions tailored to your needs.
Your information will remain confidential and will never be shared with third parties.
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Step
1
of 5
Section 1: Contact Information
Name
*
First
Last
Business Name
*
Email
*
Phone
*
Website / URL
*
Do you operate from multiple locations?
*
Yes
No
Please provide other location details
Next
Section 2: About Your Business
Industry/Sector
*
(e.g., Healthcare, Legal, Professional Services, Retail, E-commerce, Nonprofit)
Years in Business
Less than 1 year
1-3 years
4-10 years
10+ years
Business Size
1-10
11-50
51-200
200+
Annual Revenue
Under $500,000
$500,000 - $1 Million
$1 Million - $5 Million
$5 million - $10 million
Over $10 million
How would you describe your current growth stage?
Launching
Growing
Scaling
Stabilizing after growth
Next
Section 3: Current Systems & Tools
Which platforms or tools are you currently using? (Select all that apply)
*
Microsoft 365
Google Workspace
CRM (HubSpot, Salesforce, etc.)
ERP or Accounting Systems (QuickBooks, Dynamics, etc.)
Marketing Platforms (Mailchimp, Hootsuite, etc.)
IT Support or Cybersecurity Services
Other
Please describe your current tools and solutions in more detail.
Do you currently have a data backup or recovery process in place?
*
Yes, automated and tested regularly
Yes, but not consistent
No, not yet
Not sure
Do you have documentation or SOPs for your internal processes?
*
Yes, fully documented
Partially
No
Next
Section 4: Challenges & Goals
What are your top 3 technology or process challenges? (Select or describe)
*
Disconnected systems
Manual or repetitive tasks
Security concerns
Poor data visibility or reporting
Outdated website or online presence
Inefficient communication or collaboration
Other
Other technology or process challenges
(Example: streamline operations, improve security, build automation, redesign website)
If your systems were fully optimized, what would success look like to you?
*
More time for strategy and growth
Greater team efficiency
Peace of mind about data security
Better client experience
Clearer insights from reports and analytics
Next
Section 5: Project Scope
Which services are you interested in exploring? (Select all that apply)
*
CRM and Workflow Automation
Website Architecture and Optimization
Cybersecurity and IT Infrastructure
AI-Powered Marketing Enablement
Strategic SEO and Visibility
Digital Modernization and Tech Strategy
Desired Project Start Timeline
Immediate (1–3 months)
Near-term (3–6 months)
Future Planning (6+ months)
Estimated Budget Range
Under $10,000
$10,000 - $25,000
$25,000 - $50,000
$50,000+
Section 6: Partnership Fit
Which statement best describes you right now?
We are exploring options and looking for guidance.
We are ready to start soon and need a strategic partner.
We already have systems in place and need help improving them.
How Did You Hear About Us?
*
--- Select Choice ---
Referral
Google Search
Social Media
Event / Workshop
Other
Please let us know
Anything else you’d like us to know before our consultation?
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