Welcome!

We’re excited to work with you!

This is a 10-point Questionnaire that will likely take you 30-45 minutes to complete. Remember you can save at any time by clicking the Save Button. Please have this completed 48 hours prior to your Kickoff Call or we may need to reschedule your call.

Full Name *

Phone *

Address

Street Address (From time to time we like to send clients sweet gifts!) *

City *

State *

Postal code *

Email *

Website *

Please provide a clean copy of your logo in a PNG file (and vector or EPS file if you have it) for your dashboard in the file uploader below: *

For the most customized dashboard experience, please provide your brand color codes: *

Color 1
Color 2
Color 3
Color 4

Social Links *

Facebook
Instagram
TikTok
Linkedin
Other

Birthday *

Assistant/Alternate Contact Name *

Assistant/Alternate Contact Email *

Who on your team will need access to your Google Drive folder? Please provide the best Google email address for you and your team members to access the folder. *

What are the best days and times for recurring calls? *

Growth Goals

1. Top 3 Problems you want to solve in the next 90 days *

2. Top 3 Reasons why this is the best time to get clarity in your business, data, and systems to scale: *

3. How would you try to find out if you were on track to hitting these goals now? *

4. Top 3 Goals or Objectives over the next 12 months *

5. 1 year, 5 year, 10 year Goals *

6. What is your annual revenue forecast and how confident are you to hit it? *

Business Overview

7a. What generates revenue for your business? What is your top offer? *

7b. What does your team look like- People Names, position, key deliverable *

7c. Systems- Where is the data now? List all systems *

I currently use:

Quickbooks Desktop

Quickbooks or Xero Online

Great! Now, let’s get clarity on your past, present, and future:

Past

Financial Review

8a. Are you reviewing your financials on a regular basis? *

8b. Any current areas of concern? Or feeling risky? Any anomalies in past months that we should be aware of? *

Future

Marketing

9a. What have you tried in the past that hasn't worked? *

9b. What do you need to see happen with your marketing in the next 90 days? *

Present

Cost and Selling Prices

10a. What do you sell and at what price ranges? *

10b. Do you track your service or product profit margins? *

Final Notes

Final Notes or things you wanted to share:

Great! Now, let’s get clarity on your past, present, and future:

Please send any additional supporting files to

Thank you!

We look forward to working with you to achieve your business goals!