# Fractional leadership inquiry template — Formwink

> Fractional leadership inquiry: a form template for Fractional CFO, CMO, COO, and RevOps consultants. Goal: Engagements with companies at the right stage.

Source: https://formwink.ai/templates/fractional-leadership-inquiry

Templates · Consultancies

# Fractional leadership inquiry

For fractional CFO, CMO, COO, and RevOps consultants.

Success goal

Engagements with companies at the right stage

[Use this template](/beta)

## What it asks

Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.

- 1 What’s changing in the business right now?
- 2 Branch: raising or planning to · scaling a team · fixing reporting · preparing for a sale
- 3 What does the leadership team look like today?
- 4 Roughly how many people and what revenue range?
- 5 What would a good first 90 days produce?
- 6 Who else is involved in this decision? (optional)
- 7 Name, company, work email

### Qualification criteria

These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.

- Stage within the consultant’s sweet spot
- Gap the consultant fills
- Leadership involvement

### What happens next

Brief by email with a one-line stage read; consultant proposes a 30-minute diagnostic.

### What could be learned

Which stages and gaps become retained engagements; whether asking company size early changes who completes the form.

Could be — not will be. Learning needs your reviews and recorded outcomes.

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[Use this template](/beta) [All templates](/templates)