Your RO'I Service Request

Thank you for your decision to move forward. This form is the final, crucial step before we build your official proposal. The detailed information you provide here allows us to craft a plan that is perfectly tailored to your unique business, team, and vision. Please take 15-20 minutes to complete this thoughtfully.

First Name *

Last Name *

Email *

Section 1: Confirming Our Path

Please confirm the path you have chosen. *

Ongoing Stewardship (A minimum 1-year partnership to build, run, and grow our operations.)

Full Ops Transformation (A 3-6 month intensive to design and build our entire blueprint.)

Lite Ops Transformation (A 4-6 week surgical strike on our most critical ops zone.)

Section 2: Company & Billing Information

Legal Company Name *

Company Billing Address *

Name of Primary Decision-Maker / Signatory *

Title of Primary Decision-Maker *

Section 3: Your Transformation Goals

12-Month Vision: If our partnership is wildly successful, what will be different about your business 12 months from now? (e.g., "I'll be working 20 hours less per week," "Our client capacity will have doubled without chaos.") *

Team Impact: What is the #1 improvement you hope your team will experience through this process? (e.g., "Clarity on their roles," "Less frustration with technology.") *

Section 4: Your Operational Snapshot

Key Team Members: Please list the names and roles of the key people on your team who will be involved in or impacted by this transformation. *

Your Technology Stack: Please list the primary software tools you currently use for: *

Project/Task Management (e.g., Asana, ClickUp, Trello)
Client Relationship Management (CRM) (e.g., HubSpot, GHL)
Team Communication (e.g., Slack, MS Teams)
File Storage (e.g., Google Drive, Dropbox)

Operational Health Check: Please rate the current maturity of the following areas (1 = Missing/Chaotic, 5 = Mature/Optimized): *

Our documented vision, mission, and values
Clarity of roles and accountabilities
Consistency of our client experience
Effectiveness of our team meetings
The integration of our technology tools:

Section 5: Logistics & Final Confirmation

What is your ideal start date for this service?

Is there anything else we should know as we prepare your proposal to ensure it is a perfect fit?

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