Complete Analysis
Client Intake
This questionnaire is required before every Complete Analysis engagement. It gives us the context we need to make your audit and strategy as specific and actionable as possible. Most clients finish in 15–20 minutes.
7 areas. One complete picture.
Business Overview
Your business model, customers, revenue streams, and competitive landscape.
Current Technology Stack
Every tool, platform, and subscription you currently use — and how they connect.
Website & Digital Presence
Your website, social profiles, listings, reviews, and online reputation.
Operations & Workflows
How work moves through your business — from lead to delivery to follow-up.
AI & Automation
Where you currently use automation, and where manual work is costing you time.
Goals & Budget
What you want to achieve in the next 90 days, 6 months, and year — and what you can invest.
Decision Making
Who is involved in decisions, what your timeline looks like, and how you prioritize.
Ready to get started?
The questionnaire takes 15–20 minutes. Your responses are confidential and used only to prepare your analysis.
All responses are kept strictly confidential and are never shared with third parties.