Before we meet

A little homework.

A few questions about how the business runs, where the information lives, and what would be most useful to fix. It doesn’t need to be perfect — short answers are completely fine.

The basics

Your name *

Email *

Business name

Independent, or part of a brand?

How many locations, if any?

Rough monthly revenue

Your setup

What systems run the business day to day?POS or booking, accounting, scheduling — anything you use for customers or marketing.

Where does the most important info actually live?One main system, a few disconnected tools, spreadsheets, inboxes, or mostly in someone's head?

How do customers reach you and book?Phone, online booking, walk-in, web form — and who picks up when the phone rings?

How it works, and where it leaks

How does a customer go from first finding you to paying?In your own words. Rough is fine.

Where in that path do you think you lose the most?Your best guess — we'll measure it, not assume it.

What you’d want to see

The one thing you most wish you could see instantly, but can't today?

What do you decide on gut right now, because the numbers aren't in front of you?

Any numbers or reports you already check regularly?

Worth it

What would make this clearly worth it for you?

Anything else we should know before we talk?

Just your name and email to send.