This brief assessment is not required—but if you have time to complete it before our meeting, it will help me better understand your current business situation. Your responses give me a chance to prepare in advance so we can use our private strategy session to focus on solutions right from the start.
All information is confidential and used solely to customize your session.
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Question 1 of 7
Briefly describe your business, including your industry and current revenue range.(e.g., online retail, $1M–$3M annual revenue)
Question 2 of 7
What is the biggest challenge you're facing right now in your business?(Think roadblocks in growth, marketing, team, revenue, etc.)
Question 3 of 7
What are your top 1–2 goals for the next 12 months?
Question 4 of 7
Which of these areas are you looking for help with?(Select all that apply)
Growth Strategies
Marketing and Sales
Scaling Operations
Exit or Transition Planning
Leadership/Team/Employee Issues
Finance
Other
Question 5 of 7
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 7
Please share your website and any social media links below.
Question 7 of 7
Please provide any other details about your business that you would like to discuss.