1. Business Snapshot

These questions help us understand where you are today so we can recommend realistic, high-impact improvements.

First Name

Last Name

Phone *

Email *

Business Name

Website

Industry / Niche

Years in Business

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0–1 years
2–3 years
4–5 years
6–10 years
10+ years
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What do you offer and who is your ideal customer?

This helps us align your systems with the customers that matter most.

Team Size (FT / PT / Contractors)

Team size helps us balance workload, automation and delegation.

2. Pain Points & Bottlenecks

These questions reveal where you’re feeling the most friction so we can target quick wins first.

Top 3 challenges slowing the business down

List anything that feels heavy, confusing, or consistently stressful.

Tasks that take the most time weekly

Where do things tend to fall through the cracks?

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Lead follow-up
Client communication
Marketing consistency
Customer service
Project / task management
Other
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3. Revenue & Current Performance

This helps us create a clear starting point so we can measure real improvement.

Approximate revenue over last 12 months

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$0–$50K
$50K–$100K
$100K–$250K
$250K–$500K
$500K–$1M
$1M+
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Average number of new leads/inquiries per month

Which metrics are you currently tracking? (Check all that apply)

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Conversion rate
Email open/click rates
Sales close rate
Customer retention
Not currently tracking
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On a scale of 1–10, how satisfied are you with your current business performance?

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1
2
3
4
5
6
7
8
9
10
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Why did you choose that number?

4. Tools, Systems & Processes

This helps us decide whether to optimize your existing tools or recommend better options.

What software/tools do you currently use? (CRM, email, scheduling, etc.)

Do you have documented processes or SOPs?

Yes
Some areas only
No
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5. Goals & Quick Wins

These questions help us design a plan that delivers early wins and long-term growth.

Top 3 goals for the next 90 days

If we could remove one major frustration immediately, what would it be?

What would “success” look like after 30 days and 90 days of working together?

6. Budget & Fit

This helps us recommend the right level of support without over- or under-scoping your project.

Have you set aside a budget for systems/automation this quarter?

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Yes – ready to invest
Considering – want to explore options
Not yet – need guidance
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Which level of support feels closest to what you’re looking for?

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Workshop
Custom project
Unsure
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What type of solution are you leaning toward?

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Fast, structured
Fully custom
Unsure
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7. Timeline & Readiness

This keeps our recommendations aligned with your pace and priorities.

How quickly are you looking to address these challenges?

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Immediately
Within 30 days
Within 90 days
Later / exploring
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Is there anything that might prevent you from moving forward, even if we find the right solution?

Consultant Notes (Internal Only - Optional)

8. Business Classification

These questions will help us quickly and simply identify which category of growth your business currently belongs in.

Which best describes your current business stage?

Freelancer / Contractor
Early-stage owner (under 2 years)
Solopreneur or small team
Growing business with increasing demand
Established company with stable revenue
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Which group do you feel you align with most right now?

Group 1 – Freelancers, Early-Stage Owners, Solopreneurs, Small Teams (Ideal for Manual + Workshop)
Group 2 – Growing Businesses & Established Companies (Ideal for VIP + Bespoke)
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