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DISCOVERY
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25
Questions
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1
What's your first and last name?
*
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First Name
Last Name
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2
What's your best phone number to reach you at?
*
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Please enter a valid phone number.
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3
What's your preferred email?
*
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example@example.com
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4
What's your company's name?
*
This field is required.
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5
Briefly describe what service or product you provide and to who?
*
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Example: I sell seo services to home service construction companies.
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6
What is your Companies Filing status or entity type along with the state filed in?
Sole Proprietorship, Partnership, Limited Liability Company (LLC), Corporation (C-Corp or S-Corp), Non-Profit Organization, Limited Liability Partnership (LLP), Professional Corporation (PC), Series LLC, B-Corporation (Benefit Corporation).
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7
What was last year's annual Revenue?
*
This field is required.
Pick one of the following.
Please Select
0-500K
500K-1M
1M-2M
2M-3M
3M-5M
5M-10M
10M-25M
25M-50M
50-100M
100M+
Please Select
Please Select
0-500K
500K-1M
1M-2M
2M-3M
3M-5M
5M-10M
10M-25M
25M-50M
50-100M
100M+
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8
What last year's Profit Margin?
*
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Pick one of the following.
Please Select
Less than 10%
10-15%
15-25%
25-50%
50-100%
Please Select
Please Select
Less than 10%
10-15%
15-25%
25-50%
50-100%
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9
Your Business Is...
*
This field is required.
1 Head Quarters only
Multiple locations
Remote
Hyrbrid
Home Based we serve multiple areas.
Other
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10
Is your business a Franchise?
YES
NO
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11
If you have a Brick and Motor location how big is your facility? Is there room to expand or add additional services?
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12
How Many Owners Does Your Business Have?
*
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Just me!
2
3-5
5-10
10 plus
Other
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13
Number of Full-Time Employees.
*
This field is required.
Please Select
0-5
6-10
11-25
26-50
51-100
100 plus
Please Select
Please Select
0-5
6-10
11-25
26-50
51-100
100 plus
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14
Number of Part-Time Employees/Outsourced Employees.
*
This field is required.
Please Select
0-10
11-25
26-50
51-100
100 plus
Please Select
Please Select
0-10
11-25
26-50
51-100
100 plus
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15
List up to 3 of your websites.
*
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16
Where do your customers come from?
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17
Do you have any list of clients phone numbers, emails and if so how many?
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18
How many followers, subscribers etc do you have on social media or any other platforms?
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19
Do you currently have someone running your marketing, if so what are they doing and how much is your current budget?
*
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20
What happens after a lead/customer comes in? Do you have any sales process?
*
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21
What is your 12 month goal your trying to hit?
*
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22
If you ever want to exit your company what would be your exit price you need in order to be able to sustain your retirement or next venture?
*
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23
Are you willing to pay Revenue or Profit Share from the Income our team brings in?
*
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Yes, I see the bigger picture.
No, I want it all to myself.
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24
If we implement strategies to more than double your Company's value would you be willing to give us a percentage of the exit price?
*
This field is required.
Yes, I see the bigger picture.
No, I want it all to myself.
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25
Select a day for us to set expectations moving forward.
*
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