Pre-Strategy Assessment

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A QUICK NOTE

Booked meetings are automatically added to our calendar. A meeting reminder will be sent to your email. Consultations take place on ZOOM, with telephone as a second alternative incase of any challenges. In London (UK) and Nairobi (Kenya) we may have an option for a face-to-face consultation.

We are UK-based but work with clients internationally. Please keep this in mind if you are booking a meeting from a different time-zone.

During the consultation we will dig deeper into the information you share here to further understand your needs and goals. You will also be able to ask questions about our experience and expertise. If by the end of the call we both feel there is value in what we can do for you and your business, the next step will be for us to send you a summary of the call, estimates and an agreement to review and sign before we work together.

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Full Name:* This field is required.

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E-mail:* This field is required.

example@example.com

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Best number to contact you on (incl. country code):* This field is required.

Country Code

Phone Number

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Mobile or WhatsApp number (incl. country code):

Area Code

Phone Number - This is an alternative number to reach you should you be unable to use Zoom

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Mobile or WhatsApp number (incl. country code):

Area Code

Phone Number - This is an alternative number to reach you should you be unable to use Zoom

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Skype handle:

This will be an alternative if you are unable to use our conference line

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Address* This field is required.If your address does not have a Zip Code, please enter a dash '-' in the required field

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

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Name of company:* This field is required.

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Your role within the company:* This field is required.

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Number of years in business:* This field is required.

Less than 1 year

1 - 3 years

3 - 5 years

More than 5 years

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Number of years in business:* This field is required.

Enter numbers only

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Years in company:* This field is required.

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Company website:E.g. www.radicalleap.com

If none, please leave this blank

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Which industry does your business fall under?* This field is required.

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Which industry does your business fall under?* This field is required.

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In which region does your business currently operate? - check all that apply* This field is required.

UK, Europe, Middle East and Africa (UK / EMEA)

North America (NA)

Latin America (LATAM)

Asia - Pacific (APAC)

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Is your business service-based, product-based or both?* This field is required.

We offer services only

We sell a product/products

We sell both products and services

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Based on your response above, briefly outline your current offerings to your target market:* This field is required.i.e. what do you sell?

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In which locations are your target markets? - check all that apply* This field is required.

Europe, Middle East and Africa (EMEA)

North America (NA)

Latin America (LATAM)

Asia - Pacific (APAC)

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What great opportunities or pressing challenges are you currently experiencing?* This field is required.

Please list any opportunities you want to capitalise on or challenges facing the business

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What would you most like to change about any of the points mentioned above?* This field is required.

Give a brief description

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How soon (in timeframe) would you like change(s) to take place? Why?* This field is required.Also, please feel free to tell us why E.g. Conflict, loss of revenue, high staff turnover, financial loss, etc

This will give us an indication of urgency and priority

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Gross business revenue in the last 12 months (current situation):* This field is required.

Please include your currency symbol/text

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Expected gross business revenue goal in next 12 months (your target):* This field is required.

Please include your currency symbol/text

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Are you able to commit time and a budget to working with our expert(s) on your goal(s)?* This field is required.Please note that the Minimum Level of Engagement (MLE) start from a few hundred pounds per month

Yes

No

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Are you able to commit time and a budget to working with our expert(s) on your goal(s)?* This field is required.Please note that investments start from a few hundred pounds

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1. MANAGING YOUR TIME

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1. TIME: Managing your time - share a brief outline of a typical day or week* This field is required.

For example: (1) Time for work (8am to 5pm) (2)Time for meetings - how often & how effective? (3) Time for family - whether weekday or weekend (4) Time for self - for wellness, rest or personal improvement

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On average, how many hours does your team work in a week?* This field is required.Use your hardest worker as a benchmark

Less than 10 hours

10 - 20 hours

20 - 40 hours

More than 40 hours

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How many hours do you typically work in a week?* This field is required.

Enter number only

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Is your current team able to effectively manage the workload?* This field is required.

1 - 5 hours

5 - 10 hours

10 - 15 hours

15+ hours

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Would you say most of your work or projects are completed on time?* This field is required.

YESNO

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Is your current team able to effectively manage the workload?* This field is required.

YESNO

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Is adequate time allocated to revenue-generating tasks like marketing, sales or business development?* This field is required.

YESNO

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How many hours a week would you say you spend on meetings?* This field is required.

Enter number only

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Do you have any days off when you are not working?* This field is required.

Yes

No

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2. MANAGING YOUR TEAM

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2. TEAM: Managing your team - if you have one * This field is required.

For example: (1) What are the team dynamics? (2) What is the male : female ratio? (3) How well does your team understand the company vision (4) What is the communication like within leadership - how often and how effective? (5) Is training and support provided for your team? (8) Do you have a feedback, reviews and appraisals process in place?

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Who is in your management or executive team?* This field is required.

Founder

Co-founder(s)

Executive team with all key roles filled

Executive team with some key roles not yet filled

Board Advisors

Advisory Board

Advisors / Consultants

No executive team

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What is the size of your team?* This field is required.Including your senior executives

Enter number only

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How many employees are permanent?* This field is required.Including senior executives

Enter number only

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How many employees are temporary?* This field is required.Including Advisor or Consultants who are compensated

Enter number only

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Would you say your whole team understands the company vision and mission well?* This field is required.If you are unsure click 'NO'

YESNO

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Do you have a feedback, review and appraisal system in place and in use?* This field is required.If there is no system or the system is in place but not in use click 'NO'

YESNO

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Is coaching, training and support provided for your team regularly?* This field is required.This includes support for the senior executive team. If this does not exist click 'NO'

YESNO

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How many male employees?* This field is required.

Enter number only

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How many female employees?* This field is required.

Enter number only

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3. MANAGING MONEY MATTERS

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3. MONEY: Managing money matters* This field is required.

How has your profit margin performed this year? How do you set prices for products or services?

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Do you work with a budget for your business?* This field is required.

Diligently

Sometimes

Not at all

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Do you have a customer acquisition strategy for the next 6 - 12 months?* This field is required.

Yes

No

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Have you reviewed your pricing strategy in the last 6 - 12 months?* This field is required.

Yes

No

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How has your profit margin performed this year?* This field is required.i.e. (Total Revenue - Total Expenses) / Total Revenue. Multiply by 100 to get your profit margin percentage.

Enter the percent value

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4. MANAGING SYSTEMS & PROCESSES

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Please list below which systems & process you have in place:* This field is required.E.g. (1) Sales systems (2) Employee systems (3) Delivery & distribution procedures (4) Client acquisition process (5) Client relationship management system (6) Payment systems.

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Is your decision-making driven by data you gather in your business?* This field is required.The data could be collected digitally or manually

YESNO

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How, and how often, do you measure the performance of your business?* This field is required.

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Which parts of your business are digitised and automated?* This field is required.

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Please list your top 3 - 5 KPIs (key performance indicators) for the business this year* This field is required.

These are the key things you need to see happening to indicate that your business is doing well

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What type of support are you most in need of to hit your KPIs? (Check all that apply)* This field is required.

Strategic growth audit (review and diagnose effectiveness of current growth strategy)

Design sprint (take an idea from concept to reality)

Strategy (business, leadership, digital, sales, market expansion, or organisational development)

Brand development (brand strategy, brand positioning, brand messaging, brand visuals)

Process improvement (improving existing processes)

Business process re-engineering (designing new processes to replace existing ones)

Business technology (website, app, website copy-writing, UX design, eCommerce, blockchain or AI)

Leadership development (coaching or training)

Market expansion (market opportunity assessment, market intelligence, business development)

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Which service option do you feel best suits your current need or level of urgency?* This field is required.

CRYSTALLIZE™ Idea Factory (2-hr prep + 2-hr session + 30-min post-session support)

Strategic Growth Audit (5 - 7 working days)

CRYSTALLIZE™ Strategy (Ongoing - duration can be discussed during consultation)

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How many people in your team will attend agreed strategy meeting(s)?* This field is required.

1 person

2 - 4 people

4 - 6 people

More than 6 people

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Your Questions:

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Additional Comments:

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Please tick if you would like us to send you updates:

Email updates

Event updates

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