Client Discovery Assessment

At Fox Root Solutions, we believe great partnerships begin with clarity and a shared commitment to getting it right.

This short assessment is designed to help us understand where your business is today, what you're building toward, and how we might support your next steps.

It takes about 5-7 minutes to complete. We encourage you to take your time with it because the more intentional your answers, the more tailored and effective our recommendations will be.

This isn't just a form. It’s the first step in shaping a partnership that works for you.

What's your name?

First Name

Last Name

Phone

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What’s the name of your company or team?

What is your role within the organization?

What stage is your business in?

What’s the current size of your team?

Where are you currently spending the majority of your time in the business?

If you could free up 10 hours a week, where would you want to spend that time?

How would you describe your ideal working relationship?

What makes a partnership work well for you?

Have you worked with outside consultants or fractional employees before?

What kind of support are you currently seeking?

Which of these best describes your current budget and expectations?

When are you hoping to begin?

If nothing changes in the next few months, what challenges might continue or grow?

Did we miss anything?