Intake Form

Let's get started.

Thanks for taking the time to fill out our intake form! This form is designed to help us identify the most prominent growth areas for our process together. Try to respond as efficiently as you can—shoot to only spend a minute or two on each question, we don't need polished language, just a sense for what feels easy and clear,  and more importantly what doesn't. It should only take about 30 minutes to complete. 

NOTE: If you need to stop before you've finished, just make a note of where you leave off and submit the partial form.
When you have time to fill in the rest, just reenter your name and email so we know it's you.

The Basics

The Big Picture

Product: In 1-2 Sentences, what does your company do?

How clear does that feel?

Hurdles: What are the biggest challenges that are holding your company back?

How clear does that feel?

Short-Term Goals: What are your most significant short-term goals?

How clear does that feel?

Long-Term Goals: What are your most significant long-term goals?

How clear does that feel?

History & Performance

Longevity: When was your company founded?

Funding: What is the funding model?

Revenue: What has your revenue (ARR) looked like for the last 3 years? (2019-2021-estimated)

Ownership: What is the ownership structure?

Employees: How many employees do you have?

Growth: What has your growth (YOY) looked like for the last 3 years? (2019-2021 estimated)

Context

Customer: Describe your ideal customer profile (ICP).

How clear does that feel?

Problem: What specific problem are you solving for your customer? Please describe in detail.

How clear does that feel?

Value Distinction: What makes your product different from other comparable offerings?

How clear does that feel?

Process & Methodology: How do you do things differently from your competition?

How clear does that feel?

Model: What is the simplest way to describe your business model?

How clear does that feel?

Market: How do you describe your market?

How clear does that feel?

Competition: Who do you view as your primary competition?  

How clear does that feel?

Identity

Mission: What is your company’s mission?

How clear does that feel?

Vision: What is your company’s vision?

How clear does that feel?

Values: What traits do you value in the people and partners you chose to work with?

How clear does that feel?

Beliefs: What beliefs or unique perspectives allow you to do your work differently?

How clear does that feel?

Superpowers: What unique innate abilities (not skills) make you amazing at what you do?

How clear does that feel?

Communication Tools

Brand: How would you describe your company’s brand or visual style?

How clear does that feel?

Voice: How would you describe your company’s voice and tone?

How clear does that feel?

Key Messaging: Can you easily describe what you do in different contexts? Please explain.

How clear does that feel?

Marketing Tools: Which of the following Sales/Marketing tools do you need help with?

Brand Guide
Website
Sales Deck
1-Pager

Systems, Strategies & Practices

Technology: What technology do you use to manage sales/marketing process? Please list your entire technology stack.

Forecasting: How do you currently manage forecasting?

Growth: What tools or strategies do you use to integrate learning and growth within your team?

Strategies: What systems or strategies (Like a customer journey or sales funnel) do you currently use to manage your sales process?

Governance: Who is the primary owner of the sales process, and how do they update and inform the rest of the company?

People: What tools or strategies (like org charts or talent profiles) do you use to manage new staffing needs?

That's it. You did it!

Perfect! We've got your responses and we'll follow up on next steps. Thank you!