Business Needs Assessment Quiz

1
Full Name* This field is required.You may just put last initial if you are more comfortable doing so.
First Name
Last Name
2
Business NameIf applicable, if no name yet just hit next
3
Business Structure* This field is required.
LLC (registered with state and I have EIN)
LLC (not registered and/or no EIN)
S corp
Partnership
I'm not sure
Other
4
Type of Business* This field is required.
Service-based
Retail
Online
Professional
Creative
Other
5
Team Size* This field is required.
Just me (solo)
2–5
6–15
16–50
50+
6
What inspired you to start or grow your business?* This field is required.
7
What takes up most of your time during a typical workday?* This field is required.Select more than one if applicable
Admin or back-office tasks
Bookkeeping or financial tracking
Client communication or scheduling
Employee management
Marketing or sales follow-up
Troubleshooting or putting out fires
I have too much time on my hands
8
Top 2–5 Business Challenges* This field is required.
Lack of time or structure
Outdated systems or software
Disorganized finances or unclear cash flow
Team communication or accountability
Difficulty tracking clients/projects
Inconsistent leads or referrals
Too many disconnected tools or apps
Other
9
Goal for Improving Your Business* This field is required.
I want to simplify my own workload so I can focus on leadership
I want to reduce a key team member’s workload so they can focus on higher-value work
I want clarity and consistency across my team
I want better systems so the business runs smoother without me
Other
10
Would you describe your current pain points as people, process, or platform?* This field is required.
People (roles, accountability, communication)
Process (workflow, handoffs, bottlenecks)
Platform (software, tools, automation)
11
Areas You Would Most Like to Strengthen* This field is required.
Business foundation (LLC setup, bookkeeping, policies)
Automation & workflow (software talking w/ each other, integrations, tech stack review)
Client experience (onboarding, retention, wow-factor systems)
Data clarity (dashboards, cash flow, or performance tracking)
Leadership alignment (roles, accountability, meeting rhythms)
12
Confidence in Current Systems and Processes (1–5)* This field is required.
1
2
3
4
5
1 (Low confidence)
5 (High confidence)
13
Tools or Platforms Currently UsedAccounting software, CRM, internal communication, external client communication, project tracking, billing
14
What does your business currently feel like?* This field is required.
A bit chaotic — I’m reacting more than leading
Stable, but I know it could run smoother
Pretty organized — I just need clarity on next steps
Running smoothly — I’m ready to grow strategically
15
Do you already have systems or processes written down anywhere?* This field is required.
Yes — we have documented SOPs or processes
Somewhat — it’s in people’s heads or scattered across tools
No — we mostly figure things out as we go
16
What would true peace of mind in your business look and feel like to you?* This field is required.
17
What does success look like for you in the next 6–12 months?
18
Email Address* This field is required.So we can email your results
example@example.com
19
Phone NumberJust to follow up via text if we dont hear back via email
Should be Empty: