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Years in Business
Under 1 yr
1–3 yrs
3–5 yrs
Over 5 yrs
Annual Revenue
Under $100K
$100–$250K
$250–$500K
$500K–$1M
$1M+
What are your current financial pain points?
Poor cash flow
High tax bills
No consistent profit
Inconsistent income
Unclear on financial direction
Overwhelmed by numbers
Worked with a coach before?
Yes
No
Are you ready to invest time and energy?
Fully committed
Unsure
Not right now
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