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Business Discovery

This discovery is designed to help me understand your business, your goals, and the opportunities that may help you grow, save time, and create a better experience for your customers.

Estimated time: 15–20 minutesNo right or wrong answersYour responses remain private

Welcome

Thank you for taking the time to complete this Business Discovery. This is not a test, and you do not need to have every detail figured out. The goal is simply to better understand where your business is today, where you want it to go, and how I may be able to help. The more detail you provide, the more tailored our future strategy conversation can be.

About Your Business
1About Your Business

Let's begin with the basics and the story behind the business.

Leave blank if you do not have one yet.
Share your Instagram or another page you would like reviewed.
In your own words, explain what the business does and why you started it.
Your Vision
2Your Vision

Help me understand what you are building toward.

Everyone defines success differently. What would make you feel that the business is truly working?
Your Customers
3Your Customers

Tell me about the people you serve and the people you would like to reach.

Describe the type of customer you would love to serve more often.

How do most people currently find your business?

Select all that apply.
Your Current Process
4Your Current Process

Help me understand how someone moves from discovering the business to becoming a customer.

Imagine someone discovers your business today. What happens from their first interaction until they become a paying customer?

How do customers currently contact you?

Select all that apply.
Challenges
5Challenges

Every business has friction. Honest answers here help reveal where the best opportunities may be.

Marketing
6Marketing

Let's explore how you currently attract attention and what you want your marketing to achieve.

Which platforms do you currently use?

Select all that apply.
Consider awareness, followers, inquiries, bookings, repeat customers, referrals, or community building.
Technology and Tools
7Technology and Tools

Tell me what systems you already use and where technology may be able to help.

Which tools or systems do you currently have?

Select all that apply.
Growth Opportunities
8Growth Opportunities

These questions help uncover what might become important as the business grows.

Working Together
9Working Together

Tell me what you are hoping to gain from this process.

Final Reflection
10Final Reflection

Take your time with this final question.

Think about the business, your customers, your time, your revenue, and how you want the experience of running the business to feel.

Thank you for sharing your vision.

After your responses are reviewed, the next step will be a conversation focused on the most useful and realistic opportunities for your business.

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