Survey Preparation Checklist

Before starting the DAFCG Benchmarking Study survey, please gather these documents and information. This will make your experience much smoother!

5 Min Prep
10 Min Survey
Valuable Report
Preparation Progress
0 of 8 items completed
Essential Documents
  • 2024 Profit & Loss Statement
    Your most recent P&L or revenue report showing total annual revenue and major expense categories
    If you don't have a formal P&L, a simple revenue summary works fine
  • Employee Roster or Org Chart
    Current team structure showing partners, consultants, and support staff
    A simple headcount by role is sufficient
  • Billing Rate Information
    Standard hourly rates for different consultant levels (Partner, Senior, Junior)
    Average or typical rates are fine - we need ranges, not exact figures
Helpful Information (if available)
  • Client List with Project Values
    Recent client projects with approximate values (can anonymize client names)
    Helps us calculate average project size and client concentration
  • Utilization or Time Tracking Data
    Recent utilization report or billable hours data
    If unavailable, we'll ask for your best estimate
  • Sales Pipeline or CRM Data
    Information about win rates, sales cycle length, or proposal success
    Even rough estimates help build industry benchmarks
Quick Reference Numbers
  • Key Business Metrics
    Have these approximate numbers ready: client retention rate, employee turnover, growth targets
    Best estimates are perfectly acceptable for these strategic metrics
  • Contact Information
    Primary contact details for follow-up and report delivery
    We'll send your personalized benchmarking report to this contact
Gather your documents above, then start the survey!
Start Survey (Complete checklist first)
Need help? Email us at study@dafcg.com or schedule a brief prep call.
All data is confidential and used only for aggregate industry insights.