Full Assessment

Instructions

Comprehensive on purpose.

We're asking for a lot because we want to understand your business deeply. The more you share, the more prepared we'll be.

You're in control.

Answer what you're comfortable answering. Skip what you're not. Even partial information helps us have a better conversation.

This is confidential.

Everything you share is protected by NDA and used solely to prepare for our discussion.

Time investment.

30-45 minutes if you have the information handy. Worth it for a strategic conversation vs. a discovery call.

Step 1 of 10 - Part 1: Business Fundamentals

Company Information

Primary Contact(Required)
B2B, B2C, B2B2C, marketplace, etc.

Financial Snapshot

Revenue Composition

Next Steps

Once you submit this:

  1. We'll review everything you've shared
  2. We'll conduct our independent research
  3. We'll prepare for a strategic conversation
  4. We'll come ready to discuss solutions, not discovery

Remember:

  • Answer what you're comfortable with
  • More detail = better preparation
  • This is the beginning of understanding, not the end
  • Everything is confidential and protected

Questions?

Reach out directly. We're here to help, not to waste your time with forms.