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Organization *

Website *

First Name *

Last Name *

Email *

Phone *

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How many years in business? *

Industry

# of Employees

Annual Revenue Range *

Role or Title

Are you the final decision-maker for new initiatives?

What does success look like for your organization in the next 6–12 months? *

Which goals feel the least clear or most delayed right now? *

How confident are you that your leadership team shares the same definition of success? *

What would “clarity” mean for you personally as a leader? *

Where are you feeling the most resistance? *

Are your core processes standardized and documented? *

What causes decisions to slow down or stall most often? *

What’s the last major decision you made that didn’t go as planned? *

How confident were you in that decision when you made it (1–10)? *

Do your teams understand why key decisions are made? *

How often are past decisions reviewed for effectiveness? *

Core Systems in Use: *

ERP (SAP, NetSuite, Oracle, etc.)

CRM (HubSpot, Salesforce, Zoho, etc.)

FSM / Field Ops (ServiceTitan, IFS, QuickBase, etc.)

HR / Payroll (ADP, UKG, Gusto, etc.)

Project Management (Microsoft Project, Smartsheet, ClickUp, Asana, etc.)

Custom or in-house built platforms

Select all that apply

List out software (optional)

How integrated are your systems? *

Do your tools create clarity or complexity? *

Are you budgeting for new tech or optimization in the next 12 months? *

If we identified a validated opportunity, how soon could you act? *

What’s your available range for an initiative that directly improves cash flow or adoption? *

Who else would need to be part of the decision or project approval? *

What would make you confident to move forward quickly? *

Our team shares one definition of success. *