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Business Scaling Questionnaire

Interested in working with us to scale your business? Let's get to know you to see if you're the right fit!
Fill out the Business Scaling Questionnaire and we will assess and be in touch!  

What is your current headcount (full-time equivalents)?
What is your current leadership layer? How many true layers of management (not titles) do you have between front-line staff and the founder/CEO?
Your Current Role in the Business:

Departmental Readiness to Scale (Score 1–5)

For each department, rate your current ability and knowledge to scale using the following scale:

Scoring

1 - No strategy or system in place. Reactive mode.

2 - Basic effort or early awareness. Some tools or structure, but inconsistent.

3 - Developing. Processes or roles exist but not standardized or fully effective.

4 - Strong foundation. Mostly proactive with systems, roles, and outcomes.

5 - Ready to scale. Department is strategic, systematized, and can grow without breaking.

🧱 Product or Service Delivery

📣 Marketing

💰 Sales

💬 Customer Service

💻 Information Technology (IT) / Systems

🧲 Recruiting

👥 Human Resources (HR)

📊 Finance

🧠 Leadership Growth

Momentum & Mindset

Where are you spending the majority of your time as a leader right now?

If you had to scale this business 2x in 12 months, what would break first? Why?

What does your company not yet have that a more mature version of your business must have? (Examples: sales process, KPI dashboard, hiring funnel, 2nd layer of leadership)

Thanks for submitting. We will be in touch once we review these details! 

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