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Boardroom Strategy Business Assessment

Take a moment to focus on your business as it stands today. Answer each of these 6 questions with your current reality in mind—not where you hope to be, but where things truly are right now. There are no right or wrong answers—just your honest perspective. Your clarity here will allow me to deliver meaningful insights and strategies during our time together.

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Question 1 of 6

Briefly describe your business, including your industry and current revenue range.
(e.g., online retail, $1M–$3M annual revenue)

Question 2 of 6

What is the biggest challenge you're facing right now in your business?
(Think roadblocks in growth, marketing, team, revenue, etc.)

Question 3 of 6

What are your top 1–2 goals for the next 12 months?

Question 4 of 6

Which of these areas are you looking for help with?
(Select all that apply)

(Select all that apply)
A

Growth Strategies

B

Marketing and Sales

C

Scaling Operations

D

Exit or Transition Planning

E

Leadership/Team/Employee Issues

F

Finance

G

Other

Question 5 of 6

What result would feel like a big win for you after attending this session?
(e.g., more clarity, a fresh idea, solving a bottleneck, etc.)

Question 6 of 6

Please share your website and any social media links below. 

Confirm and Submit