Tell Me How I Can Help You

This is the short first step. It should take about 3 minutes and give me enough context to understand your current setup, what is getting in the way, and where support would help most.

What this is

This short questionnaire helps me understand how your business is running now, what feels under control, what keeps getting in the way, and where support would help most. Please share as much detail as you can.

What happens after

If the issues look deeper, the next step is the paid Full Intake and Operational Blueprint. That is where the detailed diagnostic work starts.

Business Basics

Systems in Use

Select anything that is part of how the business runs today.

Sales and Money Flow

ex: Cash, checks, Stripe for credit cards

e.g., POS system, invoices, contracts, spreadsheets

Who handles the payments, where they land, and how they get matched afterward

time of purchase or delivery or Net 10

Money Out and Records

Folder, shoebox, spreadsheets, emailed statements, or something more organized

Operations

Timesheets, apps, spreadsheets, notes in the truck, or not tracked consistently

Scheduling, payroll, and benefits

Software, spreadsheets, paper counts, vendor portals, or not tracked consistently

Current State

1 = mostly under control. 5 = scattered everywhere.

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3 - Things slip through regularly

Select up to three.

Goals

COGS means your direct job costs. If you are not tracking this clearly yet, just tell me what you are doing now.

Reconciliation

Last month, last year, I'm not sure, or what is a reconciliation? Be sure to include all of your business accounts, including that Visa and Lowe's card.

Communication

Your email is used for your snapshot follow-up and intake communication only. Read the privacy policy