Focused Business Project Intake

Tell me a little about the business issue you'd like to address.

Your responses will help me understand the situation before we meet so we can spend our time focused on what matters most.

You don't need to diagnose the problem or have all the answers. Just share what you're seeing today. We'll dig deeper together during our conversation.

About You & Your Business

Name

Business Name

Phone

Business Website

What industry or type of business are you in?

Approximately how many employees does the business have?

Approximate annual revenue

Your Persective

Why are you considering a Business Performance Assessment now?

What are the three biggest concerns you have about the business today?

What is working especially well in the business today?

What would you most like the business to look like 12 months from now?

What Happens Next

I’ll review your responses before we meet. During our conversation, we’ll discuss your priorities and take a broader look at the business to determine where deeper assessment may be needed.

From there, I’ll outline the information needed to evaluate the areas most likely to be affecting performance and establish the priorities for the assessment.