This board advisory services assessment form is designed for firms and consultants who need a structured way to evaluate whether a company is ready for board support and what kind of guidance it needs. It collects core business details alongside board-related context so each inquiry can be reviewed with a clear picture of the organization's stage, size, and governance maturity.
The template covers practical qualification points such as industry, annual revenue, employee count, company stage, and whether the business already has a formal board of directors or advisory board. It also includes contact and company information, making it easier to connect the assessment to a specific founder, executive, or internal stakeholder and follow up with tailored recommendations.
Use this form when you want a consistent intake process for board advisory engagements, board diagnostics, or early discovery calls. By asking focused questions up front, it helps surface governance gaps, board composition needs, and the level of advisory support a company may require before deeper consultation begins.
