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?

Identity

Mission: What do you want your work to change/improve/create in the world?

How clear does that feel?

Purpose: Why is this what you’re doing with your time?

How clear does that feel?

Leadership: How would people describe you as a leader?

How clear does that feel?

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

How clear does that feel?

Growth: How do you incorporate growth and learning in your life & work?

How clear does that feel?

Context

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?

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

How clear does that feel?

History & Performance: 

When was your company founded?

What is the funding model?

What has your revenue (ARR) been for the last 3 years?

What is the ownership structure?

How many employees do you have?

What has your growth (YOY) been for the last 3 years? 

Core Customer

Customer: How do you describe your ideal customer?

How clear does that feel?

Pain Points: What are their most prominent challenges or pain points?

How clear does that feel?

Value Distinction: What do they find particularly valuable about how you do what you do?

How clear does that feel?

Average Client Value (ACV): What's the average revenue of your service per client per year?

How clear does that feel?

Growth Systems

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

How effective are these systems? 

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

How effective are these systems? 

Data & Analysis: Do you collect sales/marketing data, and if so, what KPIs do you track to guide your business? Please list the top 3.

How effective are these systems? 

Practices

Ownership: Who is the primary owner of sales & marketing in your company?

How effective are these practices? 

Governance: How do they update & inform the rest of the company on that performance?

How effective are these practices? 

Learning: What tools or strategies do you use to adapt your sales & marketing practices based on what you learn?

How effective are these practices? 

People: What tools or strategies do you use track, manage and evolve sales & marketing staffing needs?

How effective are these practices? 

Bonus Questions

What song or musical artist energizes you? 

What song or musical artist calms you down or grounds you?

That's it. You did it!

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