You, the Visionary
Your full name
Email
What inspires you to start or grow a business?
Your Business Snapshot
Business Name
Is it a product-based or service-based business?
-- Chose The Option --
Product-Based
Service-Based
Both
Not Sure
What industry are you in ?
-- Chose The Option --
Technology
Healthcare
Real Estate
Finance
Education
Hospitality
Retail
Marketing
Manufacturing
What is your niche or specialty within that industry?
Is this business currently operating or still in planning?
-- Chose The Option --
Currently Operating
Still in Planning
How You Work
Is this your full-time or part-time focus?
-- Choose The Option --
Full-Time
Part-Time
Not Sure Yet
Do you have a business partner?
-- Choose The Option --
Yes
No
Planning to have one
Prefer not to say
How many people (if any) are on your team?
Where do you currently operate — online, physical, or both?
Online
Physical Location
Both
What tools/software are you using today (if any)?
Money & Metrics
What is your current annual revenue?
-- Choose The Option --
Less than $10,000
$10,000 – $50,000
$50,000 – $100,000
$100,000 – $500,000
$500,000+
How do you make money (briefly explain)?
What’s your monthly operating cost estimate?
Do you plan to raise funds, or are you bootstrapping?
--Choose The Option --
Bootstrapping
Planning to Raise Funds
Already Raised Funds
Not Decided
What’s your financial goal in the next 12 months?
Check Availability
The Growth Mindset
Where do you see your business in 1 year?
In 3 years?
In 5 years?
What would “success” mean to you — emotionally, not just financially?
If you could fix one thing in your business tomorrow, what would it be?
Your Unique Edge
What’s your USP (unique selling proposition)?
Why should someone choose you over the competition?
What feedback have you received from customers so far?
What’s one belief or principle your business stands for?
What makes your offer unforgettable?
The Gaps & The Grind
What’s your biggest struggle right now?
What tools/processes have failed you before?
What do you keep postponing or avoiding in your business?
Where do you feel stuck — strategy, visibility, tech, team, or structure?
--Choose The Option --
Strategy
Visibility
Technology
Team
Structure
How much time are you really able to invest each week?
Clarity & Commitment
Do you have a website or landing page? (share link if yes)
Have you worked with a consultant or agency before?
-- Choose The Option --
Yes
No
Yes, but not a great fit
I’ve only worked with freelancers
What do you expect from someone who supports your business?
How fast do you want to move — slow & steady or fast-track?
-- Choose The Option --
Slow & Steady
Fast-Track
Somewhere in Between
I’m Not Sure Yet
What does “working together” look like to you?
Final Perspective Shift
Why are you really doing this business?
Who is your biggest motivation (a person, not a goal)?
What scares you about scaling your business?
What excites you the most?
What would change in your life if this business truly succeeded?
Last Few
Do you have a business name you’re proud of?
-- Choose The Option --
Yes
Not Really
Still Thinking About It
I’m Open to Changing It
Do you plan to sell this business one day?
-- Choose The Option --
Yes, eventually
No, this is my life’s work
Not sure yet
Possibly, if the right offer comes
Do you think your brand feels like “you”?
-- Choose The Option --
Not at all
A little
Somewhat
Mostly
Absolutely
What’s something people misunderstand about your industry?
If you had one message to shout to your future customers — what would it be?
