Client Discovery Call Questionnaire

Mortgage & Business Funding Preparation

Discovery – Client Purpose

What motivated you to book this meeting today with the Zoom Industries team?

Why now? Why do you need to make a change now?

Could you share any feedback you received in the past when you tried to get financing?

What happens if you keep trying this on your own?

Zoom Industries operates as a fee-based consulting service. If you see the value in what we offer, are you ready to move forward with us, provided we both feel we are aligned to work together?