Discovery Session Questionnaire

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Phone Number* This field is required.

Area Code

Phone Number

4

Business Name* This field is required.

5

Business URL* This field is required.

6

Describe Your Business. What do you do? Who do you serve? How does your company earn money?* This field is required.

7

Describe your biggest challenge related to cash flow, profit, finances and taxes.* This field is required.

8

What was your previous annual gross revenue earnings?* This field is required.

$300K to $500K

$1M Plus

500K to $1M

9

What is your current average monthly revenue earnings?* This field is required.

$30,000 to $50,000

$50,000 to $80,000

$80,000 to $150,000

$150,000 plus

10

We work with QuickBooks Online only. Do you have QuickBooks Online Essentials, Plus, or Advanced? If not, we will create your account once you become a client.* This field is required.

Yes

No

11

Due to the very high demand for our service, we cannot work with every business that contacts us. Please describe in a few words why you would be a great candidate to work with us.* This field is required.

12

You understand that this call aims to determine whether working together would be mutually beneficial. It is not a strategy session, and therefore, no financial advice will be given.* This field is required.

Yes, I understand.

I would like a paid Strategy Session instead.

Other

13

How did you hear about Octavia & Say Yes To Profits? * This field is required.