First Name

Last Name

Email *

How is your team currently structured? *

It’s mostly just me, or me plus a few helpers.

We have a team, but I’m still the go-to for everything.

How consistent is your client and caregiver pipeline?

It’s unpredictable, we get who we get when we get them.

We have a few sources, but growth is inconsistent.

We have systems that consistently bring in quality leads.

How do you track your key business numbers?

I check my bank account or ask my bookkeeper.

I look at reports sometimes, but not consistently.

We track KPIs weekly and use them to drive decisions.

What happens when your team runs into a problem?

They bring it to me, I usually have to decide.

Some step up, but I still make most decisions.

They have autonomy and systems to make the right calls.

What’s the biggest issue you're solving right now?

Getting enough clients or caregivers.

Improving profit and keeping my team engaged.

Sustainability, succession, or scaling leadership.

How clear is your long-term vision?

Just staying above water for now.

I have goals, but they’re not mapped out yet.

I have a documented vision with clear milestones.