Section 1 of 6
About your business
Basic information so we know who we're working with.
Section 2 of 6
Revenue reality
Be as honest as you can — this is for your benefit, not a tax form.
$120,000
Section 3 of 6
Your services & pricing
Help us understand what you sell and how you currently price it.
Section 4 of 6
Costs & overhead
Don't worry about exact numbers — estimates are fine for now. We'll dig into specifics together.
Why this matters: Most service business owners have never calculated their true cost per job. This section sets up that conversation so we can find your profit floor.
Section 6 of 6
Your goals & biggest pain points
This is the most important section. Be direct — the more honest you are, the more useful our session will be.
