Discovery questionnaire

Tell us how your business runs today

This helps us come to the first call prepared. It takes about 15 minutes. Short answers are fine, and you can skip anything that doesn't apply.

About you

Your name *

Company *

Email *

Phone

Website

01 The business What do you sell, and to whom (businesses, consumers, or both)? How many people work here, and what are their roles? Who works in the field or part time? Where do you operate: one location, several, or delivery across areas? What are your goals for the next 12 months (new hires, new markets, more volume)?

02 Where time goes Which tasks take the most hours each week? Rough hours are fine. What gets dropped or forgotten when things get busy? Which tasks does only one person know how to do? If you could stop doing one task tomorrow, which would it be?

03 Sales and customers How do you find new customers today? Where do you keep your leads and contacts? How do you follow up after a visit, call, or quote? Who sells: owners, staff, or commission reps? How are they paid? Which details about a customer matter most to you?

04 Orders, delivery, and service How does an order come in, and how is it recorded? How is it fulfilled or scheduled, and who confirms it's done? Do you need to trace what went to whom (lots, batches, serial numbers, jobs)?

05 Inventory and production

Skip if you sell services only.

What do you stock or make, and how do you count it today? How do you know when to reorder? Have you run out of something in the last 3 months? Do you track recipes, materials, or batches?

06 Money Which tools do you use for invoices and payments (for example Square, QuickBooks, Stripe)? How do you chase late payments? Who does the books, and how long does month-end take? Do you calculate commissions, sales tax, or payroll by hand?

07 Tools and accounts List the tools you use now: email, calendar, spreadsheets, CRM, website, payment, accounting. Do you have a company-owned Google or Microsoft account, or are files in personal accounts? Which tools do you pay for, and roughly how much each month? Who on the team is comfortable with technology, and who is not?

08 Rules and access Who should see what? Is there anything staff should not see (pay, pricing, ownership)? Which decisions should always come back to you? Are there any customer, legal, or privacy rules we must follow?

09 The project What would make this project a clear win in 30 days? Is there a deadline, such as a season, a launch, or a new hire? What budget range did you have in mind? Who will be the main contact and make final decisions?

Anything else Anything else we should know? If you have 2 or 3 sheets or documents you use most, mention them here and we'll ask for copies after our call.

Thank you

We've got your answers and will reply within two business days. If you'd like to pick a time now, book a consultation below.

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