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What stage is your business currently in?
Just launched
1–2 years in
3–5 years and growing
5+ years and scaling or diversifying
Next
Which best describes your business structure?
Solo entrepreneur
Small team (2–10)
Growing team (10–50)
Multi-business or holding company
Other
What type of business do you run? (Select all that apply)
Product-based (e.g., e-commerce, retail)
Service-based (e.g., agency, coaching, consulting)
SaaS or tech-driven
Franchise or license-based
Online education or course-based
Brick-and-mortar
Marketplace
Which of these areas take up more of your time than they should? (Select all that apply)
Systems and workflows
Client communication and follow-ups
Tracking equity or contributions
Hiring or managing a team
Financial reporting or forecasting
Managing multiple ventures
Marketing or content
I feel scattered—there’s no one place to manage it all
Which of these statements feels most true today?
I’m wearing all the hats
My business runs me, not the other way around
I have a vision, but I need structure to get there
I’m ready to scale, but I need the right tools and systems
I’m successful, but I want more ease and insight
We have solid systems, a good base, and money coming in—but we need to optimize across the board and take things to the next level
Imagine this: You log into one dashboard and see your key metrics, team tasks, clients, and goals—all in one place. How would that change your day?
How would you describe your current monthly revenue?
Under $5,000
$5,000 - $15,000
$15,000 - $50,000
$50,000 - $150,000
Over $150,000
How often do you feel stuck juggling daily fires instead of focusing on growth?
More than 75% of the time — I feel trapped
About 50% — some days are better than others
Less than 25% — I mostly work on big-picture stuff
Rarely — I have the support and systems I need
If you could solve just one major pain point right now, what would it be?
Streamlining systems to save hours every day
Hiring or leading a team that frees me up
Better financial clarity and cash flow management
Scaling the business without burnout
Accessing expert advice tailored to my situation
How much hands-on work do you personally put in?
Over 70% of daily operations are on me
About 50% — I have some help but still very involved
Less than 30% — I lead and manage mostly
Minimal — I focus on strategy and growth
How ready are you to get support that’s tailored, practical, and actionable?
I’m curious and exploring options
I’m ready to commit but want a clear roadmap
I’m all in—let’s get started now
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