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The Margin Diagnostic — Application

About Your Business

1. Company name

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2. Your name and role

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3. Your email address

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4. How many employees?

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5. Approximate annual revenue range

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6. Industry / what does your company do?

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7. Location (city, state)

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What's Going On

8. How would you describe the current state of your business?

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8. How would you describe the current state of your business?

A

Growing steadily — operations need to catch up

B

Plateaued — can't figure out what's holding us back

C

In decline — need to change direction

D

In crisis — things are actively deteriorating

9. What's the single biggest challenge right now?

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10. Where do you spend most of YOUR time day-to-day?

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11. If you could fix one thing tomorrow, what would it be?

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12. What worked well in the past that stopped working?

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The Details

13. Which of these apply to your business right now?

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13. Which of these apply to your business right now?

The founder is personally handling tasks that should be delegated

Revenue has declined significantly

Cash flow is a frequent concern

Key employees have left recently

Client retention has decreased

We've outgrown our current systems

We're preparing for a major transition

14. What systems or tools do you use to run operations?

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15. What would you want to see in the diagnostic report?

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A Few More Things

16. Is there a co-founder or partner? If yes, do they see the business the same way you do?

17. One thing you know is true about your business that you wouldn't put in a job posting

18. Anything else we should know?

19. How did you find The Margin?

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