When starting or setting up your business, what areas did you need (or do you still need) the most help with?
Select all that apply
Choosing the right business structure (LLC, S-Corp, etc.)
Registering and legal compliance (permits, licenses, EIN, etc.)
Setting up banking, payment processing, or accounting tools
Developing my initial business idea or model
Creating a pricing structure that works
Branding and logo creation
Building a website or online presence
Creating offers/products/services
Understanding taxes or bookkeeping basics
Creating a marketing plan from start to finish
Setting up email, domain, or tech stack
Next
Which everyday challenges or roadblocks are currently slowing your business down the most?
Lack of time or being pulled in too many directions
Productivity and prioritization, deciding the next best step
Juggling multiple software/tools that don’t talk to each other
Difficulty with client acquisition and generating consistent leads
Hiring or managing a team
Feeling unclear about marketing strategy or execution
Trouble with task or team management
Client retention or inconsistent client experience
Staying consistent with marketing or social media
Burnout or lack of clarity/focus
No central place to track or manage everything
Which business systems or areas feel the most disorganized or underdeveloped right now?
CRM (client tracking, follow-ups, retention)
Marketing execution (content, email, lead magnets, funnels)
Project/task management
Financial tracking or forecasting
Hiring, onboarding, or team structure
SOPs or internal workflows
Goal setting or tracking KPIs
Customer experience or retention planning
Strategy, goals, or decision-making dashboards
What would help you grow or scale more confidently in the next 6-12 months (Scaling Focus)
A clearer business strategy or brand roadmap
Assistance with consistent lead generation plan and tools to execute it
Marketing automation or streamlined workflows
Automation tools for marketing, scheduling, or follow-ups
Systems for client onboarding, retention, and engagement
Improving team structure or outsourcing effectively
Help building a stronger team or delegating
Better tools for pricing, profit optimization, or forecasting
Support with pricing or profit optimization
Creating offers that align with growth
Financial forecasting or budgeting tools
Systems to track performance (KPI dashboards, reports)
Tools that simplify decision-making across the board
A centralized dashboard to track performance and organize everything
A dashboard with reminders, nudges, and next steps
If you had access to a streamlined business dashboard or platform, what would you want it to help you with most? (Future Product Insight)
Keeping all my tools and tasks in one place
Seeing a clear overview of business health
Managing clients, invoices, and communications
Tracking income/expenses and cash flow
Organizing team tasks and SOPs
Creating or managing my marketing content
Getting reminders and follow-ups automatically
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