Client Discovery

Tell us how the business really runs.

This Questionnaire helps us understand your business and determine how we can best support your goals. Answer as completely as you can — there are no wrong answers.

Confidential — used solely for evaluation purposes

01About your business

Business name *Owner / primary contact *Phone number *Email address *City and state *How long in business?

Trade(s) — select all that apply

Approximate annual revenue

Number of full-time employees

02Your biggest challenges

Which areas cause the most friction? — select your top three

HR and people challenges — select all that apply

Employee benefits currently offered

If you offer benefits, how satisfied are you with the plans and their cost?

Very dissatisfied

Very satisfied

Technology and AI — select all that apply

Describe your most pressing challenge in your own words Have you worked with an outside firm or vendor on these challenges before?

03Your goals

Where do you want this business to be in 3 years? — revenue, team size, lifestyle What does success look like in the next 12 months? — select all that apply

How urgent is improving your business situation right now?

Not urgent

Critical

How committed are you to investing in outside support to reach your goals?

Just exploring

Ready to commit

Anything else you'd like us to know before we connect?