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In an attempt to provide you with a proposal that would best fit your particular needs, we request that you spend a short time completing this document. Some of these issues might already have been discussed. We appreciate the additional time we are asking you to spend on this project..

Company:   

I. Origin of the request

a) What originated the need for this assignment?

b) What are the main objectives of the assignment?

c) What are your specific informational needs?

d) What actions will result from this assignment?

e) What name would you give this study?


II. Scope

a) What are the primary issues to be addressed by this assignment?

b) Please list the product(s)/technologies that will be the focus of the study

c) Please list the market(s) in which these product(s) are sold

d) Please give a brief description of the distribution channel(es) involved

e) What is the geographical scope of this study?

f) Please list the companies and their products that compete in this(ese) market(s)

g) Approximately how many accounts (clients) do you serve in each market(s)?

h) How many clients account for 80% of your sales?

i) Any additional comments of your interest?


III. Budget (this gives us a further measure of the scope of the study)

¿Cuál es el rango de presupuesto para el proyecto?

            (US $ DLLS)

     [ 5,000 - 10,000]
     [ 10,000 - 30,000]
     [ 30,000 - 50,000]
     [ > 50,000]

a) Is this a competitive bid? Yes No

     If yes, how many companies are involved?

b) Is there a need for confidentiality? Yes No

c) Is there a deadline for the presentation of the proposal? Yes No

        If yes, please specify when.

d) When will the decision be made to proceed with the project?                     

e) What is the probability that project will be commissioned?  %

f) Is there a deadline for the presentation of the results? Yes No

     If yes, please specify when


IV. DECISION MAKING PROCESS

a) Please list the names and titles of the individuals involved in the decision making process

Name: Job:
Name: Job:

b) Please list the names and titles of the individuals involved in the implementation of the results of the study.

    Name: Job:
    Name: Job:

V. Data

Name:
Email:
Job:
Telephone:
Fax:
Address:
City:
State:
Country:
Code:

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Gutierrez Consultores

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Monterrey, N.L. México