Business Assessment Intake

A short, three-pillar assessment across operations, process, and strategy & scaling. Your responses help us shape the right engagement.

Primary Bottleneck

Select all that apply.

A) Time & BandwidthWe have too much manual work and not enough hours.B) DelegationThe founder/leadership is still wearing too many hats.C) Tooling & SystemsOur software is disconnected, outdated, or slowing us down.

Core Deliverable

What is the primary product, service, or outcome you deliver to your clients?

Select all that apply.

A) Done-for-you serviceWe execute the work on the client's behalf.B) Advisory or consultingWe guide strategy, decisions, and implementation.C) Product or platformWe deliver software, tooling, or a recurring product.

Highest-Leverage Workflow

Which internal process, if tightened, would unlock the most value or speed?

Select all that apply.

A) Sales & onboardingTurning leads into active, well-set-up clients.B) Delivery & fulfillmentProducing and shipping the actual work.C) Reporting & follow-throughTracking results, retention, and renewals.

Key Handoffs & Friction Points

Where does work pass between people or teams, and where does it get stuck?

Select all that apply.

A) Sales to deliveryContext gets lost when a deal becomes a project.B) Internal team to teamWork waits on another person or department.C) Client-side approvalsProgress stalls waiting on client input or sign-off.

Manual Tasks / Automation Candidates

What repetitive manual tasks do you wish ran automatically?

Select all that apply.

A) Data entry & adminCopying data between tools, invoices, scheduling.B) Client communicationFollow-ups, reminders, status updates, reporting.C) Content & document creationProposals, decks, reports, marketing assets.

Core Positioning

What do you do that your competitors do not?

Select all that apply.

A) Specialized expertiseDeep niche knowledge others can't match.B) Speed & executionWe deliver faster or more reliably.C) Price or modelA pricing or delivery model that's unique to us.

Target Audience Segments

Who are your primary buyers or partners?

Select all that apply.

A) Small businesses & foundersOwner-led companies and early-stage teams.B) Mid-market & enterpriseEstablished organizations with formal buying.C) Agencies & partnersReferral and channel relationships.

Current Acquisition Channels

Where do you acquire your best customers today?

Select all that apply.

A) Referrals & networkWord of mouth and existing relationships.B) OutboundCold email, calls, or direct prospecting.C) Inbound & contentSocial, SEO, ads, events, or community.

First Anticipated Scale Constraint

What is likely to break first as volume or team size grows?

Select all that apply.

A) People & capacityNot enough trained hands to deliver.B) Systems & toolingOur stack won't hold the added volume.C) Cash flow & marginsGrowth costs more than it currently returns.

Long-Term Tech Stack Requirements

What do you need to securely hold IP, CRM, and data as you scale?

Select all that apply.

A) CRM & pipelineA single source of truth for customers and deals.B) Knowledge & IP storageSecure documentation, SOPs, and assets.C) Data, analytics & integrationsConnected reporting across all systems.

Current AI Usage

Where is AI helping today, and where would you like it to help more?

Select all that apply.

A) Not using AI yetLittle to no AI in the current workflow.B) Content & communicationDrafting, summarizing, and client messaging.C) Operations & analysisAutomations, research, data, and decisions.

Next Hiring / Delegation Priority

What is the next role or partner you need to bring on?

Select all that apply.

A) Operations / admin supportSomeone to own the day-to-day running.B) Delivery / technical talentMore capacity to produce the work.C) Sales & marketingSomeone to own pipeline and growth.

Business Assessment Intake

Operational Optimization

Process Optimization

Strategy, GTM & Scaling