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PESTEL Scope and Discovery Questionnaire

$150 - The purpose of this intake questionnaire is to ensure we fully understand your business, objectives, and operating context before beginning the PESTEL Analysis. Your responses help us focus on the external factors that are most relevant to you, rather than applying a broad or generic analysis.

This step matters because the same external condition, whether political, economic, or technological, can be either a risk or an opportunity depending on your position and goals. By gathering this information upfront, we can focus the analysis on what truly matters to your business and deliver insights that are clear, relevant, and useful for decision-making.

For questions we can be reached at https://www.scaleadvisorysource.com/get-in-contact

Client Info

Full Name

Company

Email

Industry

Strategic Intent

What specific decision(s) will this analysis inform?

What are the top 3 strategic priorities over the next 1–3 years?

What outcomes would make this analysis “useful” to you?

Business Model Clarity

How does the company create and capture value (revenue model, pricing, key activities)?

What are your most critical cost drivers?

Which parts of the business are most sensitive to external change?

Market and Geographic Exposure

Which markets (countries/regions) are core vs. exploratory?

Where do you generate the majority of revenue today?

What expansion or exit plans are under consideration?

Industry Positioning

How do you define your industry and adjacent spaces?

What trends are already reshaping your industry?

Where do you see disruption coming from (new entrants, substitutes, regulation)?

Customer & Demand Dynamics

Who are your highest-value customer segments?

What external factors most influence their buying decisions?

How stable or volatile is your demand?

Technology Dependence

What technologies are mission-critical to your operations or offering?

How exposed are you to technological disruption or obsolescence?

Are there emerging technologies you believe could redefine your space?

Regulatory and Legal Sensitives

What regulations currently have the greatest impact on your business?

Are there upcoming policy or legal changes you’re monitoring?

How complex is compliance across your operating regions?

Environmental & Social Exposure

Are there sustainability pressures from customers, regulators, or investors?

How exposed is your business to environmental risks or resource constraints?

Are there social or cultural shifts that could affect perception or demand?

Risk Perception & Blind Spots

What external risks concern leadership the most right now?

Where do you feel you have the least visibility or certainty?

What assumptions about the future are you currently making?

Time Horizon & Scenario Scope

What time horizon should the analysis focus on (short, medium, long term)?

Do you want a “most likely” view, or multiple scenarios (best/worst case)?

Are there trigger events (e.g., funding, policy change, launch) we should factor in?