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Wrike Consultation Questionnaire

Please take a few minutes to complete this short form before our upcoming consultation.

Your responses will help me understand your team’s Wrike setup, challenges, and goals so we can make the most of our time together.

Section 1: Contact Information

First name*

Last name*

Company name*

Email*

Role / Department

How did you hear about Aura One Consulting Group?

Wrike’s Website or Partner Directory

Search (Google, Bing, etc.)

Referral / Word of Mouth

Social Media (non-LinkedIn)

Returning Client

Other (please specify)

Section 2: About Your Team & Workspace

How long has your team been using Wrike?*

We haven’t started using Wrike yet (currently exploring it)

Less than 6 months

6–12 months

1–2 years

2+ years

Approximately how many active Wrike users do you currently have?*

Fewer than 25

25-50

51-200

200+

Which teams or departments use Wrike the most?

Does your Wrike account have any power users or Wrike “champions” who actively manage or support the account?*

Yes

Not sure

Section 3: Current Challenges

What are your biggest Wrike challenges right now?*

Low adoption and engagement

Visibility and reporting

Managing work and projects

Access and permissions

Structure and organization

Cross-team collaboration

Other (please specify)

Select all that apply.

What outcomes or improvements are you hoping to achieve through this engagement?*

Section 4:

What type of support are you most interested in?

Wrike Consulting — for hands-on setup, optimization, or ongoing support

Wrike Coaching — one-on-one or team sessions focused on learning and confidence

Workspace Audit — a detailed review of your current Wrike setup and recommendations

Half-Day Working Session — a focused, collaborative session to tackle your workspace needs

Not sure yet

Not sure which service fits best? That’s okay — we’ll discuss this during your complimentary consultation.

What’s your preferred timeline to get started?*

As soon as possible

Within the next month

Within the next 3 months

Just exploring options for now

Anything else you’d like me to know before our consultation?

312 SW Greenwich Dr. #365
Lee's Summit, MO 64082

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