Before we talk, let's make sure this is actually the right fitStep 1 of 4: About Your BusinessLet's start with the basics — who you are and what you run.Business Name Website What industry are you in?HVACPlumbingElectricalGeneral ContractingSpecialty TradesOtherHow many years have you been in business?Less than 1 year1–3 years3–5 years5–10 years10–20 years20+ yearsStep 2 of 4: Business SnapshotThis helps us understand where you're starting from.What is your current annual revenue?$500K–$1M$1M–$2M$2M–$5M$5M–$10M$10M–$20M$20M+How many full-time team members do you have?1–55–1011–2526–5050–100100+Is the business currently profitable?YesNoBreak-even / inconsistentStep 3 of 4: Goals & ChallengesBe as specific as you can — vague answers make it harder to assess fit accurately.What are your top goals for the next 12 months? What are the biggest challenges or constraints getting in the way right now? What have you already tried to solve these issues? What are 2–3 concrete outcomes you'd want from working with us? Step 4 of 4: Let's TalkJust a few quick questions so we can make the most of our first conversation.Your Full Name Email Address Phone Number Are you the owner/founder or a primary decision-maker?YesNoIs there a business partner or key leader who would be involved?YesNoIf yes, who else would be involved? How ready are you to move forward if there's a clear path?Right away — I'm ready to move if it's a fitIn the next few days — I need to wrap a few things upIn the next few weeks — I'm planning aheadI still have questions — not ready yetHave you invested in improving your business operations before?YesNo, but open to itNoOn a scale from 1–10, how valuable would a service like ours be if successful?12345678910What would need to be true for this to feel like the right move? What concerns or hesitations do you still have?
