Autobahn New Client Sign-in and Preference Sheet

Welcome to your onboarding experience with Autobahn Consultants. When a new client joins us, I like to ask for the following information so that I can better understand where each leadership team member is coming from and where they want to go. This communication better allows me to “hit the ground running” at our meeting as well as understand your preferences.

All of your responses will be used to customize the strategic planning process to be a better fit for you and the company, so please err on the side of oversharing. If you are uncomfortable with any of the questions, don’t answer them, but the teams that answer more completely report that it was worth “going deep” on this questionnaire.

Regarding your Home Address – This field is required because I like to send personalized books to team members from time to time that may be of service. Your home address will not be used for any other purpose than for me to occasionally send you a gift to help you on your journey. If you are someone who doesn’t like awesome gifts, you can leave it blank!

Name:

Email:

Company:

Position/ Title:

Please describe your day-to-day role at the company. Not your job title, but what you actually do on a daily basis.

Years with Company

Mobile Phone

Work Phone

Home Address

Business Address

Preferred Form of Communication

Phone

Text

Date of Birth

Marital Status

Spouse/ Partner's Name

Number of Kids

Names and Ages of Children

Your Education Level:

Do you own equity in the company?

How many hours do you work in a week?

How many people report directly to you?

What are the 3 biggest issues, risks and concerns you're facing today?

What are the 3 biggest opportunities you're facing today?

As you visualize 3 to 5 years out, what are your 3 biggest opportunities?

As you visualize 3 to 5 years out, what are your 3 biggest risks?

What do you want to get out of this strategic planning experience?

What are your interests outside of work?

Any songs you're loving that you'd like to be part of your session playlist?

If you enjoy adult beverages, please list your favorite spirit:

Please list a few favorite snacks:

Please attach a recent photo of yourself and/ or your family:

Max. file size: 50 MB.

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