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First, let's take some measurements

This is the first step in helping us understand what’s really happening inside the business—from both the owner’s and team’s perspectives.

On this page, you’ll find two questionnaires:


  • One for the business owner
  • One for executive or team members


Each is designed to gather insight into how things are functioning today, so we can approach any future strategy with clarity and context. No prep required and no need to overthink—just share your thoughts honestly. Your answers help us diagnose what’s really going on, so we can recommend the services that fit best.


When you’re ready, choose the version that applies to you below to get started.

Questionnaire - Owner Edition

You’re not expected to have all the answers. This is the starting point where we capture what’s really happening inside the business from your point of view.


Your responses help us understand the current structure, the friction points, and what you’re hoping to move toward. No prep needed, and no need to overthink. 


The more honest your answers, the better the final fit.

You’re not expected to have all the answers. This is the starting point where we capture what’s really happening inside the business from your point of view. 


Your responses help us understand the current structure, the friction points, and what you’re hoping to move toward. No prep needed, and no need to overthink. 


The more honest your answers, the better the final fit.

   30 mins

Questionnaire - Exec/Team Edition

You’re not being graded, and there are no wrong answers here. This is simply a space to share what it’s like to work inside the business from your perspective.


Your responses help us understand how things run day to day. We dive into what you think is working, what feels clunky, and where you see room for improvement. No prep needed, and honesty is appreciated. This is your chance to help shape how the company looks, feels, and functions for you.


All responses are anonymous, so you can share freely and candidly.

You’re not being graded, and there are no wrong answers here. This is simply a space to share what it’s like to work inside the business from your perspective. 


Your responses help us understand how things run day to day. We dive into what you think is working, what feels clunky, and where you see room for improvement. No prep needed, and honesty is appreciated. This is your chance to help shape how the company looks, feels, and functions for you.


All responses are anonymous, so you can share freely and candidly.

   30 mins