Client Discovery

Before we begin the full questionnaire, please provide some preliminary information about your business. This helps us tailor the questionnaire and identify the most relevant business improvement opportunities.

Brief Description of Business

Your Website(s)

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Financial Goals Business Insights Personal Goals Exit Goals Competitor Insights

Financial Snapshot

Current Revenue ($)

Desired Revenue ($)

Current Profit ($)

Desired Profit ($)

Years to achieve financial goal

Exit Goals

Have you considered selling the business?

Personal Goals

Stress Now

Stress Future

Wage Now ($)

Wage Future ($)

Hours Worked Now

Hours Worked Future

Business Insights

Biggest Challenges

What Do You Do Well

Competitor Insights

Competitor Name(s)

Competitor Website(s)

What Do They Do Well