Assessment Form
Complete this quick form to see if we're the right fit for your business needs.
Contact Info
Full Name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Primary Location
*
Please Select
Florida
Southeast US
Northeast US
Midwest
West Coast
International
Business Profile
Business Type
*
Restaurant
Bar / Lounge
Coffee / Café
Retail
Entertainment Venue
Multi-Concept
Other
Business Stage
*
Concept / Idea Stage
Pre-Opening
Recently Opened (0–12 months)
Established Business
Scaling / Multi-Unit
Needs, Challenges, and Goals
Services Needed
*
Concept Development
Menu Development & Engineering
Beverage Program Creation
Food & Labor Cost Optimization
Bar / Kitchen Layout Design
Operational Systems & SOPs
Staffing & Training
Financial Strategy / Profitability
Permits & Licensing
Website / Digital Presence
Full Business Launch
Ongoing Consulting
Not Sure Yet
Current Challenges
*
High food costs
High labor costs
Poor profitability
Slow service / inefficiency
Weak menu performance
Underperforming beverage program
Staffing issues
Opening delays / permitting
Lack of systems / structure
Scaling challenges
Brand / customer experience issues
Goals
*
Increase profitability
Reduce costs
Improve efficiency
Build or refine menu
Develop beverage program
Improve guest experience
Systemize operations
Prepare for opening
Scale business
Financial Snapshot
Monthly Revenue
*
Pre-revenue
Under $25K
$25K–$75K
$75K–$150K
$150K+
Budget
*
Under $5K
$5K–$15K
$15K–$30K
$30K–$50K
$50K+
Timeline
*
Immediately
Within 30 days
60–90 days
Just exploring
Operations and Current Setup
Operations
*
We track food cost
We track labor cost
We have SOPs
We have management structure
We use POS
We have inventory controls
None of the above
Do you currently have a menu?
*
Yes
No
In development
Menu / Beverage
Beer
Wine
Cocktails
Coffee
None
Permits, Final Question, Qualification, and Signature
Permits
*
Business License
Health Permit
Liquor License
Entertainment License
None
What is the ONE biggest problem you want solved?
*
Are you ready to invest in professional consulting?
*
Yes — actively ready
Yes — evaluating
Not yet
E-signature
*
Submit
Submit
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