ECFO Website Call Request Form

1
Name* This field is required.
First Name
Last Name
2
Company Name
3
Website
4
Email Address* This field is required.
5
How Did You Hear About Us?
Search
Social Media
Media (Podcast, TV, Blog, etc)
Referral
Other
6
How Long Have You Been in Business?
1-5 Years
5-10 Years
Over 10 Years
Other
7
What is Your Current Revenue Level?
$1M to $10M
$10M to $20M
Over $20M
Other
8
Which of the below best describe the stage you are in your entrepreneurial journey?Check All That Apply
Our company is established with proven revenue and business model, and we are ready to take it to the next level
Our company is established with a strong reputation, and we are ready to expand to more locations/States and perhaps globally (e.g. Canada)
Our company is established and we would like to move forward with more strategic thinking instead of tactical
Our company is established and we would like to become more business savvy with financial insights, clarity and confidence
Other
9
What are some of the challenges and improvements you would like to focus and attend to?Check All That Apply
People: Talent Strategy (Recruitment and Retention)
People: Leadership Coaching and Development
Process: Automation
Process Improvement
Process: Internal risk and controls
Technology: System/Vendor selection
Business: Financial knowledge and strategies
Business: Accounting and Bookkeeping
Business: Sales and Marketing
Business: Financial and Tax Planning
Other
10
What are your goals for the next 6-12 months? Check All That Apply
Increase sales
Establish a strong infrastructure with people, process, enabled technology
Create new revenue streams with new products/services
Establish more credibility in the marketplace
Establish more brand recognition in the space
Develop business owners and executives to be business savvy and make smarter decisions
Obtain a bank loan/funding
Search for strategic investors
Acquiring companies as part of an expansion
Expand to more locations (in the US and/or globally)
Other
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What are the biggest challenges that stand in the way of accomplishing your goals? Check All That Apply
Overall Strategy
Lack of financial knowledge
Lack of financial insights and clarity
Growing Revenue/Income
Building a platform
Funnels, systems, and technology
Growing client base
Positioning in the Marketplace
Accountability
Coaching
Marketing Messaging
Social media
Reestablish a new identity in the marketplace
Other
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How can we best help and support you as your CFO advisor in our educational and consultative approach?Check All That Apply
I want the information and coaching specifically customized to my company
Time is valuable and I am looking for a strategic partner to help me accelerate my company’s growth
Other
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