Business Strategy Assessment

( Required Before Strategy Call )

Say goodbye to confusion and scattered systems; our team builds structure so your business runs smoothly every time.

What’s your full name? (required) *

We’ll personalize your strategy plan based on your answers.

What’s the best email to send your strategy to? (required) *

What’s your phone number? (required) *

Phone number is only to send your strategy notes and call reminders. We don’t spam.

Business Name (If You Have One)

Website URL (optional)

In a few sentences, how would you describe your business today?

What you do, who you serve, and how you make money — in your own words.

What best describes your current situation?

Building something new

Growing an existing business

Operating but feeling stuck

Scaling and needing better structure

Reassessing direction

What range best reflects your current annual revenue?

Idea / pre-revenue

Under $250k

$250K – $1M

$1M – $5M

$5M+

Prefer not to say

This helps us tailor the conversation to your situation.

What feels hardest in your business right now?

Lack of clarity or direction

Inconsistent growth

Messy systems or processes

Too much on my plate

Team or execution issues

I’m not sure — I need a second opinion

If nothing changed over the next 6–12 months, what concerns you most?

What prompted you to explore this strategy conversation now?

What would meaningful progress look like for you in the next 3–6 months?

What are you ultimately trying to build or achieve?

This can be practical, personal, or both.

What kind of support are you most open to right now?

Strategic guidance and clarity

Help structuring systems or operations

Hands-on execution support

Not sure yet — looking for perspective

If it makes sense, how soon would you want to take action?

Ready to move quickly

Open to moving forward soon

Gathering perspective

Just exploring options

Is there anything you’d like us to know before the call?

Context, constraints, concerns, or questions — anything that feels relevant.

What would make this conversation valuable for you, even if we don’t work together?

Trusted by entrepreneurs and businesses across Canada, USA, and internationally.

Step 1 — Business Review & Strategy Call

Business Strategy Assessment

( Required Before Strategy Call )

Say goodbye to confusion and scattered systems; our team builds structure so your business runs smoothly every time.

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