The Blueprint.

it's the first asset we build.

Before we can architect a solution, we must diagnose the problem with precision. This confidential Growth Audit is the first step in that process. It is designed to move beyond symptoms and identify the core friction points in your current growth engine.

Your thoughtful and honest answers will provide the initial data we need to understand your unique challenges and opportunities. Please set aside the next 3-5 minutes to complete it.

Welcome to The System Briefing

This short diagnostic helps us prepare for your upcoming System Briefing. It takes 3–5 minutes to complete and ensures our discussion is focused on measurable impact, helping you reclaim time, increase efficiency, and build an intelligent growth engine you own.

FIRST NAME *

LAST NAME

EMAIL ADDRESS *

BEST CONTACT NUMBER *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.

COMPANY *

WEBSITE *

BUSINESS TYPE / INDUSTRY

YEARS IN OPERATION

CURRENT TEAM SIZE

SOCIAL LINKS

APPROXIMATE ANNUAL REVENUE

CURRENT TECH STACK

CRM, email marketing, project management, etc.

MOST FRUSTRATING OPERATIONAL CHALLENGE

Lead follow-up? Team efficiency? Too many disconnected tools?

FOLLOW-UP PROGRESS

LEAD FLOW / CUSTOMER ACQUISTION

DATA OWNERSHIP

90-DAY GROWTH PRORITY

CURRENT BOTTLENECK

PAST VENDOR EXPERIENCE

DESIRED OUTCOME

TIMELINE FOR CHANGE

When would you ideally like to have your new system in place?

PRIMARY DECISION MAKER?

Yes

Shared Decision

Are you the primary decision-maker for implementing new systems or tools?

QUARTERLY BUDGET ALLOCATION

Yes

Planning for next quarter

Have you allocated budget for systems or marketing infrastructure this quarter? (optional)

BRAND VOICE

ex. Confident, Empathetic, Data-Driven

AUDIENCE CONNECTION

REFERRED BY

MORE INFORMATION