Name
*
First Name
Last Name
Email
*
Phone
*
Country
(###)
###
####
I want revenue or profit growth of __ within 2 - 5 years.
*
The thought of my business growing by 2X, 5X or 10X gets me excited!
*
We have written Mission, Vision and Values statements which all team members are aware of.
*
It's 100% completed!
We've started on it.
We haven't started or nothing is in writing yet.
Our team culture is cohesive, healthy, and aligned to these statements.
*
100%! My team is amazing!
Some yes, some no.
What statements?
How many marketing channels do you use to promote your products/services (ie: referrals, social media, website, etc.).
*
We have a clear, simple marketing message every team member can and does share easily.
*
Average annual revenues for my company (past 2 years) are:
*
$10M+
$5M - $10M
$3M - $5M
$1M - $3M
Under $1M
$0. I'm just starting up.
Can a lead become a paying client of your company without direct involvment of the owner or another team member?
*
Are you currently using Ai to maximize your sales results?
*
Ai is highly integrated into our sales processes.
We are just testing ChatGPT.
We avoid Ai like the plague.
If someone on your team left unexexpectedly, could another person step in and do their job?
*
Do you have any team members performing functions regularly which are significantly outside their job description or pay grade?
*
Each team member is properly allocated
Some team members perform functions they shouldn't be.
No one has a written job description, or team members all pitch in and do whatever needs to be done in the moment.
Can you guarantee the security of your customer and employee data 100%?
*
Is cash flow consistent month to month or season to season during the year?
*
Yes
It's complicated (explain in comment section at end of assessment).
No
Do you have 6 months worth of expenses set aside for a business emergency?
*
Is your corporate structure optimized for the sale of your company?
*
Yes. I am 100% ready for sale from a legal structure point of view.
I am not sure.
No. It is set up for operating.
Are you 100% ready to hand over your business within 90 -180 days if someone made you a legitimate offer, or you had to sell for medical reasons?
*
Would you take on some carefully planned debt if debt is required to reach your financial goals for your company?
*
Absolutely. Debt is often a factor in getting wealthy!
If required, but only after cautious assessment, and only as a last resort.
I avoid any kind of debt at all cost.
My biggest business challenge(s) is:
*
I recognize certain professionals have experience, resources and advice that could help me reach my goals faster, and I'm open to partnering with them to reach my goals faster, while lowering my risk.
*
100%. What help can The Cohort offer?
75% I definitely see the benefits. I am open to being convinced 100% of the way.
50% It depends on the expert.
25% I'm not excited about it. They would really have to prove their worth before I'd consider it.
0% No thanks! I don't accept help from anyone.
Please share anything you feel would help us accurately asssess your qualifications for a Power Pod, and which experts you need to help you reach your goals faster, and with lower risk:
