Intake Form

Business Breakthrough Assessment Intake Form

This pre-assessment questionnaire will give us enough information to guide our conversation and find maximum impact for you and your business.

Please be as honest as possible as you fill in this pre-assessment form. It's ok if you don't know the information right now, and it's not your fault. That's what my team and I are here for. By the way, "I don't know" or "none" are acceptable responses at this point.

IMPORTANT: Once complete, please check your email for the conformation and meeting link. Please add the date/time to your calendar right away.

Please describe your business (industry)

List Your Top Business Challenges

List Your Top Business Wins

How is your product/service offering different from your competitors? (What is your Market Dominating Position (MDP)?)

What marketing materials do you have to promote your business?

What marketing mediums do you use and how much do you spend?

Would you describe these marketing mediums as effective in reaching your core target market?

Do you have a website? If yes, please share the link and what's the overall objective of your website?

List your social media links (Facebook Fan Page, Instagram, LinkedIn, YouTube, etc.)

How many clients are on your database?

What is the most profitable aspect of your business?

What is your latest annual revenue?

What is your Gross Profit? (annual revenue minus the cost of goods sold)

What is your Net Profit? (revenue after subtracting all operating, interest, and tax expenses, in addition to deducting your cost of goods sold)

List Your Top Business Challenges

Once complete, please check your email for the conformation and meeting link. Please add the date/time to your calendar right away.