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What Ingredients Are You Working With?
Help us understand your current data situation
How do you currently track business performance?
(select all that apply)
Excel spreadsheets
Accounting software reports (QuickBooks, Xero, etc.)
CRM reports (Salesforce, HubSpot, etc.)
Basic dashboards
"We're mostly guessing"
Other
Other
What business data do you have access to?
Sales & revenue numbers
Customer information
Marketing results
Financial reports
Operational metrics
"Not sure what we actually have"
How would you rate the quality of your current business data?
Clean & Organized - Ready to use, well-maintained
Mostly Good - Some cleanup needed, but workable
Mostly Good - Some cleanup needed, but workable
Starting from Scratch - Little to no organized data yet
Not Sure - Haven't really looked at it
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Not Sure - Haven't really looked at it
What's your biggest challenge in growing your business right now?
Spending time on priorities not being tracked
Making changes that aren't actually working
Drowning in data but starving for insights
Flying blind without clear growth targets
Stuck doing reports instead of planning
Other:
Other
What would successful growth look like for your business in the next 12 months?
When Do You Want to Start Cooking?
How quickly do you want to start getting clearer business insights?
As soon as possible
Within the next month
Within 3 months
Just exploring options for now
What Type of Solution Are You Hungry For?
Which growth solutions would make the biggest impact on your business?
(Select all that apply)
Planning & Forecasting - See where your business is heading
Profit Breakdown - Understand what's actually making you money
Performance Insights - Know how different areas are performing
Automation - Stop doing repetitive reporting tasks
Data Organization - Get your business information properly structured
Quick Snapshots - Fast, easy-to-understand summaries
Goal Tracking - Set targets and monitor progress
Smart Insights - Let technology spot patterns you might miss
Not sure - Help me figure out what would help most
Investment in Growth
What's your monthly appetite for solutions that help grow your business?
Under $500/month
$500-$1,500/month
$1,500-$5,000/month
$5,000+/month
Need to understand the value first
Anything Else?
Tell us more about your business or specific challenge (optional)
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