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Opportunity Audit Intake Form

Before your call: a few quick questions

This short form is how we prepare, and it's required before we meet. Your answers are what we build your audit around, and the numbers in it come straight from what you tell us here. A few minutes now means we show up already knowing your business, so the call is spent on ideas for you instead of basic questions.

It takes about 5 minutes. Be as accurate as you can, and estimates are fine where you're not sure. When you finish, you'll pick a time for your call.

What does your business do? (one or two sentences)

How many people work there, including you?

What's your role?

What software/tools do you currently pay for? (billing, CRM, scheduling, anything just list them)

Any data or privacy rules we should know about?