Pre-Round Survey

Demographics and Background

Full Name

Organization

Email *

What is your primary role or expertise?

How many years of experience do you have in your field?

What is the size of your company (annual revenue and employee count)?

When are you planning to join us?

Beginning of April thru the end of September 2025

Beginning of October 2025 thru the end of March 2026

Beginning of April thru the end of September 2026

Professional Goals & Challenges

What are your top three business priorities for the next 12 months?

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What is the biggest challenge you are currently facing in your business?

What skills or expertise are you looking to develop?

What types of professionals do you most benefit from networking with?

Where would you like to see see your business in 5 years from now?

Group/Team Preferences

How often would you like to meet with your group? (weekly, twice a month, every 3 weeks, monthly)

How much time are you willing to allow in traveling to an in-person meeting with other members of your team? (15 minutes, 30 minutes, 45 minutes, 60 minutes, more)

Do you prefer a structured agenda or open discussions?

Would you benefit more from a mastermind-style group, accountability team, or industry-specific roundtable, or a combination of these?

Mastermind-Style Group

Accountability Team

Industry-Specific RoundTable

Combination (check all that apply)

Personality & Communication Style

How would you describe your leadership/communication style? (Direct, collaborative, analytical, visionary, etc.)

Do you prefer a more strategic or tactical discussion format?

On a scale from 1-5, how open are you to direct feedback from peers? (1 = Not at all receptive, 5 = Extremely receptive)

What 3 qualities or skills do you feel you excel at and bring value to teams or discussions? Or What 3 strengths have others recognized in you or highlighted as your key contributions?

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Are there specific skills or areas where you feel growth would help you perform even better? Or What would you like to learn or improve on while engaging with the group?

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Jon and/or AI - Data Matching Inputs

For these next 5 questions, please rank the following in order of importance when joining a group. What is your 1st Choice? (Only Pick 1)

For these next 5 questions, please rank the following in order of importance when joining a group. What is your 2nd Choice? (Only Pick 1 option)

If Jon and/or AI could match you with the ideal group, what criteria would be most important?

Additional Insights

What value do you hope to gain from being part of a group?

Is there anything else we should consider when forming teams?

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