Business planning and strategy consulting for businesses in Uganda and East Africa

Client Intake Questionnaire

Tell us about your business.
We will build your plan.

Ten questions about your organisation and planning needs. Share what you know and note where details are still uncertain.

Answer 10 questions

Open-ended questions about your business, finances, team, and goals. No jargon, no traps — write as you would speak.

We review and prepare

The answers provide context for a discussion about possible scope, deliverables, fees, and timing.

We walk you through it

We schedule a short call to discuss our recommendations. No obligation, no pressure — just a straight conversation about your options.

Questionnaire Submitted

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Your contact details

We use these to send your quotation and get in touch.

Full Name

Email Address

Phone / WhatsApp

Business / Organisation Name

Discovery questions

Answer in your own words. There are no right or wrong answers. The more detail you give us, the more accurate your quotation will be.

Your Business Tell us about your business in your own words. What does it do, how long has it been operating (or is it a new idea), what sector is it in, where is it based, how many people are involved, and what is its legal structure — for example, a sole trader, partnership, limited company, or co-operative? If the business already has a name, please include it.

There are no right or wrong answers. Write as you would speak.

The Problem You Are Solving What problem or gap in the market does your business address? Who is experiencing this problem and why are they not being served well today? What made you identify this opportunity — personal experience, research, a gap you observed — and why is now the right time to act on it?

The strength of your "why now" makes a real difference to funders.

Your Product or Service Describe what your business offers in plain language. How does it work, from the customer's point of view? Is it still an idea, a prototype, an early version you are testing, or something you are already selling? What are the most important features or components, and what makes it work the way it does?

If you have a product brochure, spec sheet, or menu, you can describe it here.

Your Customers Who are your customers? Describe the kind of person or organisation that would buy from you — their age, location, income level, or type of business if it is a business-to-business sale. How many potential customers do you believe exist, even roughly? Is your market local, national, or international? Have you already sold to anyone, and if so, who?

If you have customer data, even rough figures, include them — they matter.

How You Make Money How does your business earn revenue? Walk us through your pricing — what you charge, how you decided on that price, and whether customers pay once or on a recurring basis. Through what channels do you sell — for example, a physical shop, agents, online, direct sales? Do you have any sales already, and if so, what do those numbers look like?

Rough figures are fine — we will refine these in the financial model.

Your Competition Who else is offering something similar to your target customers, whether directly or as an alternative? Why would a customer choose you over them? Do you have anything that gives you a lasting advantage — a unique process, a relationship, intellectual property, a location, a cost advantage, or exclusive access to something? Are there any well-known brands or large players in this space?

Claiming "no competition" is a red flag for investors. Every business has alternatives.

Your Finances What is the current financial position of the business — is it earning revenue, breaking even, or pre-revenue? Has the business received any funding, loans, or investment to date, and if so, how much and from whom? How much funding are you looking for now, and what specifically would you use it for? Do you have any existing financial projections, even rough ones, that you can share?

Be honest about the current position — the plan will explain the path forward.

What You Need From Us What document are we producing for you? For example: a full business plan, an investor pitch deck, a bank loan proposal, a grant application, a feasibility study, or an executive summary. Who will read it — a bank loan officer, an investor, a grant committee, a government body, a board of directors? When do you need it, and are there any format requirements or word limits we should know about?

The audience and deadline shape everything. The more specific you are, the better.

The People Behind the Business Who are the key people running this business — founders, directors, or senior managers? What is their relevant background, qualifications, or experience? Are there any obvious skill gaps in the team right now, and if so, how do you plan to fill them? Do you have any advisors, board members, or mentors supporting the business?

Team strength is one of the top factors investors and lenders assess.

Anything That Affects What We Can Write Is there anything we need to know before we start that affects what can be included in this document or how it is presented? For example: your sector may be regulated and require specific licences; you may have applied for funding before and been turned down; there may be a partner, investor, or stakeholder who must approve the plan before it is submitted; there may be information you consider confidential; or there may be any other unusual circumstances we should be aware of.

Past rejections are not a barrier — they help us write a stronger plan.

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