First Name
Last Name
Email
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Phone
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Date of birth
Organization
Entity Structure
Sole proprietorships
Partnerships
Corporations
S corporations
Limited liability company (LLC)
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What's your annual revenue?
Less than $250,000
$250k - $500k
$500k-$1M
$1M-$2M
$2M+
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Payroll Company
Do you have a website?
Yes
No
Yes, but needs improvement.
Website
Do you use a project management system?
Yes
No
Yes, but needs improvement.
What's your project management software?
Do you use a CRM? (Client Relationship Management Software)
Yes
No
Yes, but it doesn't work well.
What CRM do you use?
Consistent Current Marketing Efforts:
Organic Social Media
Paid Social Media
Google
SEO
Email Campaigns
Referral Marketing
Affiliate Marketing
Print
TV/Radio
Event Sponsorships
Cold Outreach
Networking Groups
Strategic Partners
Other
What type of employees do you have?
W-2
1099
Virtual Contractors (VA)
None
How many W-2 employees do you have?
How many 1099 employees do you have?
How many VA's do you have?
Do you track performance KPIs?
Yes
No
Do you have written SOPs for employees or contractors to follow?
Yes.
No.
Do you have an employee handbook?
Yes
No
Do you have a business plan?
Yes
No
What do you use for bookkeeping?
Quickbooks
Excel
Xero
Netsuite
None
Do you have an accountant?
Yes
No
Do you have investments?
Yes
No
How much do you have in investments? (Exclude Real Estate)
$
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