Business Analysis – Qualification Form

1
Before booking a Business Analysis

This work is designed for established business owners who want clarity, structure, and measurable improvement — not quick fixes or surface-level advice.

Please answer the questions below honestly. Your responses help determine whether this is the right next step for your business.
2
Business Name
3
Your Name
First Name
Last Name
4
Email* This field is required.
example@example.com
5
Role in the Business* This field is required.
Please Select
Please Select
Owner
Managing Director / CEO
Director
Manager
Other
6
How long has the business been operating?
Please Select
Please Select
Less than 2 years
2–5 years
5–10 years
10+ years
7
Current annual revenue (approx.)* This field is required.
Please Select
Please Select
Under $500k
$500k – $1M
$1M – $3M
$3M – $10M
$10M+
8
How many people are in the business (including you)?
Please Select
Please Select
Just me
2–4
5–10
11–25
26+
9
Which best describes where your business is right now?(Select all that apply)
I’m too involved in day-to-day operations
Profit doesn’t reflect the effort going in
We’ve grown, but systems haven’t kept up
Decisions feel reactive, not strategic
We’re preparing for growth or exit
Things are running well and I want to improve them further
10
When something isn’t working in the business, which statement fits you best?* This field is required.
I want to understand the numbers and root causes
I’m open to being challenged on decisions
I want clarity, structure, and a plan
I mainly want someone to fix one specific issue
I just want more marketing or leads
I want quick answers without digging too deep
11
The Business Analysis is a paid, in-depth review of your business (numbers, operations, and performance). Are you open to that level of scrutiny and investment if it makes commercial sense?* This field is required.
Yes
No
12
If the analysis identifies clear opportunities for improvement, are you open to acting on them rather than just receiving a report?* This field is required.
Yes
No
13
Why are you seeking a Business Analysis now? (A few sentences is fine — we’re looking for intent, not perfection.)
14
What happens next:

Your responses will be reviewed personally. If this looks like a strong fit, you’ll be invited to book a Business Analysis session.

If it’s not the right step right now, we’ll let you know: clearly and respectfully.
Should be Empty: