Business Form

Business Name(Required)

Is this a new business or new division?

Vision Statement

Core Message / Value Proposition

Products / Services Offered

Target Client Avatar (ideal customer)

Strategic Objectives

Deployment Objective

Growth Goals (1–5 Years)

(e.g., “Grow 20% each year” or “Reach $2M in revenue”)

Main Focus

Build for long-term success

Build to sell or be acquired

Targeted Annual Revenue

Targeted Annual Net Profit (before interest, taxes, depreciation & amortization)

Pillar 1: Branding Position & Marketing

Annual Marketing Budget

Current Satisfaction with Marketing

1 = Very dissatisfied → 5 = Very satisfied

Current Client Acquisition Cost (CAC)

Total marketing + sales spend ÷ number of new clients in the last 12 months

Current Market Reach

Local

Regional

National

International

Planned Market Reach for New Branch (if any)

Do you want to expand your service area?

If yes, describe desired expansion

Areas for Improvement (Check all that apply)

Pillar 2: Process & Systems

Core Strength or Specialty of Your Business

Products/Services Overview (include any branches)

Pillar 3: Financial Health

Primary Revenue Streams

Secondary Revenue Streams

Additional Revenue Opportunities

Pillar 4: Scalability & Growth

Growth Strategy Overview

(How do you plan to grow? What help or resources do you need?)

Pillar 5: Sales

Sales-Related Improvements

(Elaborate on any selected improvement areas from the checklist above)

Next Steps

Thank you for taking the time to complete this assessment. Once submitted, your responses will be reviewed, and we’ll provide you with a personalized strategy report highlighting your strengths, opportunities, and next steps for growth.

Would you like to schedule a follow-up strategy session?(Required)

Best Contact Email(Required)

Best Contact Phone Number(Required)

Business Exploratory Assessment