About you

First Name

Last Name

Email *

Phone *

Job Title

About your business

Company Name *

Website

What industry are you in?

Approximately how many people work in the business?

Stage	Title	Phrase
Stage 1	Owner-Doer	“I am the business.”
Stage 2	Owner-Doer + Employee(s)	“I do the work and manage the people helping me.”
Stage 3	Owner-With-Managers	“I manage the managers.”
Stage 4	Owner-Strategist	“I focus primarily on direction and leadership.”

Which stage best describes your role in the business today?

What parts of your business would you most like to strengthen?

Values, principles, and how decisions are made

Strategy and direction

Systems and repeatable ways of working

Controls, metrics, and visibility into the business

Documenting knowledge, policies, procedures, and standards

Roles, responsibilities, and delegation

Recurring work, accountability, and follow-through

Technology, automation, and AI

Other

What else would you like to strengthen?

What is happening in the business right now that made you want to start this conversation?

Anything else you think would be helpful for us to know?

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