— APPLY FOR A STRATEGY CALL

Let's diagnose what's slowing you down.

A 30-minute call where you walk away with a diagnosis of what’s slowing your business down — and the next move to fix it. Each application is reviewed and you can expect a response within the next two business days.

THIS CALL IS FOR

Service business owners who are booked solid but running on fumes
Owners who know they need better systems — not just more software
Anyone who's tired of making business decisions without the numbers to back them up

Application — takes about 10 minutes to complete. Be specific, not perfect.

About you

Full name *

Email *

Business name and website *

What does your business do, and who do you serve? *

Years in business and team size *

Approximate annual revenue range *

Your current state

Primary focus for the next 6 months *

Check all that apply.

Efficiency (time savings)

Growth (more leads & revenue)

Scale (team or capacity)

Margin (profitability)

Top 2–3 friction points or pain points pulling you toward this conversation right now *

Of the pain points you listed above, which one — if it disappeared tomorrow — would change the most about how you run your business? *

Be specific about what would be different — your week, your revenue, your team, your stress, your margin. Where would you feel it first?

Which tasks are eating up your week — and roughly how many hours per week each? *

What tools are you using to run your business? *

Check the categories that apply, and if you know the specific tools you use, tell us. The more specific you are, the better we can prepare for our call.

CRM (HubSpot, GoHighLevel, Salesforce, etc.)

Scheduling (Calendly, Acuity, etc.)

Email marketing (Mailchimp, ConvertKit, Klaviyo, etc.)

Accounting (QuickBooks, Xero, etc.)

Project management (Asana, ClickUp, Trello, etc.)

Spreadsheets (Google Sheets, Excel)

Social media scheduler (Later, Buffer, Hootsuite, etc.)

AI tools (ChatGPT, Claude, etc.)

Other

How do you currently capture leads and follow up with them? *

How do you currently track what's working in your business? *

Where does your business data currently live? *

Check all that apply.

QuickBooks / Xero (accounting)

Stripe / Square / payment processor

CRM (the one I selected above)

Google Analytics / website analytics

Social media platforms (likes, reach, engagement)

Email marketing reports (open rates, click rates)

Spreadsheets I update manually

My head — I just know

Other

When you need to answer a business question — like "which marketing is working?" or "are we profitable this month?" — how do you usually get the answer? *

Check all that apply.

I check one tool / one report

I pull data from 2-3 places and compare

I export to a spreadsheet and crunch it manually

I ask my bookkeeper or assistant to figure it out

I make an educated guess based on what I see day-to-day

I don't know — and that bothers me

What's one number or metric you wish you could see every week — but currently can't or don't? *

Where you want to go

What does success look like in the next 6 months? *

Have you set a budget range for solving this? *