Company & Decision Maker Profile

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Current Annual Revenue (Confirm Eligibility)

1-Year Company Goal

Company Size (Number of Employees)

Offer & Market Position

Company's Core Offer

Company's Ideal Customer

Current Pricing Model

Unique Selling Proposition (What Makes Your Offer Unique In The Market?)

Top 3 Competitors

Acquisition System & Funnel Metrics

Primary Client Acquisition Channel (E.g., Inbound, Outbound, Paid Ads, Referrals):

Average Monthly Lead Flow (By Channel)

Conversion Rates (Lead → Meeting, Meeting → Proposal, Proposal → Closed Deal)

Average Cost per Lead & Cost per Acquisition

Average Client LTV

Sales Process & Team

Current Sales Process (Steps, Scripts, Follow-up)

Sales Team Structure (Size, Roles, Responsibilities)

Average Sales Cycle Length

Sales KPIs Tracked Regularly

Marketing Execution & Tracking

Current Marketing Campaigns (Channels, Budgets, Results)

Marketing Performance Tracking (Dashboards, KPIs, Attribution)

Monthly Marketing Budget

Operational Capacity & Bottlenecks

Biggest Bottleneck (Lead Generation, Conversion, Delivery, Retention, Etc.)

Operational Challenges Limiting Scale

Tech Stack & Data

CRM and Marketing Automation Tools Used

Goals & Constraints

What have you tried before that didn’t work?

Are there budget, resource, or timeline constraints we should know about?

Decision & Next Steps

What Would Make This Growth Playbook an Absolute Win for You?

Other Comments