Discovery Form

Part One

First Name *

Last Name *

Phone Number *

Email *

Company Name *

Your Title *

Website *

Have you spent time on my website or listening to a podcast to understand what I do and offer? *

Yes

Part Two

Describe your services and pricing. *

Which areas do you need help in? *

Financial Understanding

Financial Planning & Analysis

Profit First and Cash Management

Benefits and Conus Planning

Time Tracking and Management

Employee and New Hire Planning and Management

Operations Support

Strategic Planning

Overall Company Management

Other

On a scale of 1-5 with 1 being low, and 5 being high - what is your priority to solve these challenges? *

Please elaborate on your top 2 needs in the areas you checked above. *

What do you think is getting in the way or being a barrier to your success? *

What have you tried to do to solve the problem? *

How many years have you been in business? *

What is your target monthly income goal? *

What was the gross revenue of your business last year (12 months)? *

0 - 100K

101K - 250K

251K - 500K

500K - 1M

1.1M - 5M

5M+

What is your confidence level that Michele is the best coach for you at this time on a scale of 1-10 with 1 being "not sure at all" and 10 being a "heck yes!"? *

Why do you want to work with Michele and her team? *

How did you hear about Michele? *

There is limited availability for coaching with Michele and Scarlet Thread Consulting. Are you committed to investing 2-3 hours a week on average to focus on your business needs and growth in this program if we agree to work together? *

Yes

If you were referred to Scarlet Thread Consulting, who referred you?

Part Three

Select the statement that best describes you and your situation right now.

I have the financial resources and I am willing to invest to grow my business.

I have access to the financial resources to grow my business.

I have minimal financial resources to invest in growing my business right now and prefer to do things as cheaply as possible.

I don't have any financial resources to invest in my business.

Do you have the authority to make financial decisions for your company?

Yes