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Coffee Meetup CheckIn
Answer a few quick questions about your role, stage, goals, and support needs.
CONTACT INFORMATION
Name
*
Business/Organizations Name?
*
Email
*
Phone Number
*
Preferred Contact method?
*
Phone Call
Email
Text Message
ABOUT YOU & YOUR BUSINESS
What is your current role?
*
A
Founder / CEO
B
Business Owner
C
Entrepreneur
D
Executive / Leader
E
Aspiring Founder
What stage is your business currently in?
*
A
Idea: I’m developing or validating the concept
B
Startup: I’m building customers and consistent revenue
C
Growth: I’m generating revenue and ready to grow
D
Scaling: I’m building systems, team and expansion
E
Legacy: I’m focused on long-term wealth and impact
YOUR GOALS
What is your biggest business goal over the next 90 days?
*
A
Increase revenue
B
Get more customers/clients
C
Strengthen my brand
D
Improve my marketing
E
Build better systems
F
Grow my team
G
Secure partnerships
H
Improve my finances
I
Launch or expand an offer
J
Other
What is your biggest obstacle to achieve that goal?
*
A
I don’t have a clear strategy
B
I need more visibility
C
I need more leads/sales
D
My branding or messaging needs work
E
I need stronger systems
F
I need funding/financial guidance
G
I need the right connections
H
I need accountability/support
I
I’m not sure what my next move should be
SUPPORT NEEDS
Which area of business support do you need most right now?
*
A
Business strategy
B
Sales
C
Marketing
D
Branding
E
Operations & systems
F
Financial management
G
Team development
H
Partnerships & networking
I
Scaling & expansion
What best describes your current business support level?
*
A
I’m figuring most things out on my own
B
I have some support, but I still need direction
C
I have a team/resources, but we need a stronger strategy
D
I have strong support and I’m focused on scaling
READINESS & NEXT STEPS
How soon do you want to start working toward your next level?
*
A
Immediately
B
Within the next 30 days
C
Within the next 90 days
D
Within the next 6 months
E
I’m exploring my options right now
Are you interested in additional resources or programs designed to help you reach your next business stage?
*
A
Yes, I’d like to learn more
B
Maybe, send me the information
C
Not right now
Submit
