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SMB Growth Acceleration Intake

This intake helps us quickly understand your operational goals, challenges, and priorities — and ensures our first conversation is focused, strategic, and valuable.

Your responses guide how we structure your Strategy Discovery Call and assess partnership fit for high-impact growth.

Thank you for setting the stage for smarter, faster transformation.

Company Name

*

Website

*

Full Name

*

Email Address

*

Phone Number

*

Current Team Size

*

Current Team Size

A

1-10

B

10-50

C

50-200

D

200+

Current Stage

*

Current Stage

A

Pre-Revenue

B

Revenue Generating

C

Scaling

Annual Revenue Range

*

Annual Revenue Range

A

Less than $500K

B

$500K - $2M

C

$2M - $10M

D

$10 - $20M

E

$20M+

Where is your team most losing time or momentum today?

*

What outcomes would make the biggest difference for your business in the next 90 days?

*

Which operational areas would you most like to optimize?

*

Which operational areas would you most like to optimize?

A

Sales Ops

B

Customer Success

C

Marketing Ops

D

Internal Ops

E

Other

Current Urgency to Solve Operational Problems

*

Current Urgency to Solve Operational Problems

0

1

2

3

4

5

Are you ready to invest in solutions?

*

Are you ready to invest in solutions?

A

Yes

B

No

What platforms or software do your teams rely on daily?

*

Which department(s) feel most stretched right now?

*

Any particular workflows you would love to automate or optimize ASAP?

*