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Business Assessment
First Name
Last Name
Email Address
Phone number
What is your preferred method of communication?
What is your business name?
Is your business a registered entity? (Inc, LLC, 501c3, etc)
When was the organization started?
What does your business do? Business type? (Retail, service, restaurant, etc)
Where does your business operate?
Do you have a website? If yes, input domain name
Do you have a website? If no, do you own a domain name yet?
What are you actively trying to improve or grow right now?
What feels most messy or unclear in your business today?
If you had more time or structure, what would you want to work on?
What ideas have you been thinking about but haven’t acted on?
What keeps those ideas from moving forward?
What do you feel like you’re “winging it” on right now?
What tools or systems are you using today? (Google Workspace, Square, ChatGPT, etc.)
If you could fix one thing in the next 90 days, what would make the biggest difference?
What are some recent accomplishments of the business?
Is there anything else you would like us to know about the business?
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