Your Business Story
Welcome! We believe every business has a story, and we’re excited to learn yours. This form is designed to help us understand your journey, challenges, and goals so we can provide tailored guidance to help your business thrive. Take your time, and let your story shine!
Contact Information
Full Name
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is your preferred method of contact?
Phone
Email
Text Messaging
Other
What is your preferred method for a meeting?
In Person
Virtual Meeting (Zoom, etc)
Phone Call
Other
Tell Us About Your Business
Company Name
Company Website
Company Industry
Company Size
1-10 employees
11-50 employees
51-200 employees
201-500 employees
501-1000 employees
1001+ employees
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Your Origin Story
What inspired you to start your business? When did your business journey begin?
The Hero’s Journey
What has been the biggest challenge you’ve faced as a business owner? Have there been any unexpected “plot twists” in your business journey?
*
Your Allies and Resources
What tools or strategies have you already tried to address your challenges? Who or what has been your biggest support system in your business journey?
The Visionary Future
What are your top three short-term goals (next 6-12 months)?
What are your long-term goals (next 3-5 years)?
Collaboration Expectations
What do you hope to achieve by working with us?
If you could change one thing about your business today, what would it be?
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