Client Intake Form

CEO Next: Deep Research Project

Help us understand your business so we can identify the best opportunities for growth. This should take approximately 20–30 minutes.

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Contact & Company Information

Let's start with the basics about you and your business.

Your Details

Tell us how to reach you.

Company Information

Basic details about your organization.

Leadership & HR Assessment

Understanding your leadership structure and people-related challenges.

Opening Reflection

Think about the next 12–24 months and what matters most for your people.

Leadership Team & Structure

How your leadership is organized today.

How would you describe your current leadership team?
How clearly defined are leadership roles and decision-making responsibilities today?
How confident are you that your leadership team could run the business without you for 30–90 days?
Not confidentVery confident
e.g., accountability, communication, decision-making, conflict avoidance

Leadership Development & Capability

How you grow leaders internally.

Do you currently invest in leadership development?
Which leadership levels need the most development right now?
Which leadership skills are most critical for your next phase of growth?
Select up to three

Talent Risk & Bench Strength

Assessing vulnerability in key roles.

Are there key roles where the loss of one person would significantly disrupt the business?
For your most critical roles, do you have internal successors identified?
How confident are you in your organization's leadership bench strength?
Not confidentVery confident

Succession Planning Readiness

Planning for the future of your business.

Do you currently have a documented succession plan?
Which best describes your long-term intent for the business?
How prepared is your leadership team for ownership or executive transition?
Not preparedVery prepared

HR Compliance & People Infrastructure

Understanding your HR support and compliance posture.

How confident are you that your HR compliance and people practices are in good shape today?
Not confidentVery confident
Which best describes your current HR support structure?
Do you feel confident that your core HR policies and documentation are current and compliant?
Which HR areas feel the most challenging or time-consuming right now?
Check all that apply
Have you experienced any of the following in the past 24 months?
Check all that apply
Which statement best reflects your mindset regarding HR support today?

Culture, Accountability & People Systems

How your culture and accountability systems function.

Do leaders consistently hold employees accountable to expectations and results?
How effective are your performance management and feedback processes?
Not effectiveVery effective

Priority & Readiness Check

Rank the following based on priority for the next 12 months. Drag to reorder — item 1 is highest priority.

Leadership capability development
Succession planning
HR compliance and infrastructure
Talent retention
Manager effectiveness
Culture and accountability
Organizational structure
How open is your leadership team to assessment, coaching, and leadership development work?

Business Growth

Understanding your growth goals, marketing efforts, and technology usage.

Services & Priorities

Your top business objectives and areas of interest.

What services might be helpful for your business?
Check all that apply

Current Growth Resources

Your existing marketing and growth channels.

What growth channels do you currently use?
Check all that apply
Do you have in-house marketing resources?
Are you currently working with any business consultants or agencies?
Do you create content regularly?

Website & Digital Presence

Your digital footprint and analytics.

How would you rate your current website?
Needs major workExcellent
Do you have e-commerce on your website?

Customer & Market Insights

Understanding your customers and market positioning.

Who is your primary target audience?
Who is your perfect customer? What are their characteristics?

Goals & Measurement

Revenue targets and customer value.

Please estimate if unknown

Budget & Timeline

Your current marketing investment.

What is your current monthly marketing budget, not including employees?

AI & Technology Usage

How you're leveraging AI and technology today.

How is your business currently using AI?
Check all that apply
Are you interested in guidance on implementing or expanding AI usage in your business operations?

Data & Marketing Technology

Your data infrastructure and analytics capacity.

Do you have someone on your team responsible for analytics and data?

Challenges & Opportunities

Your growth wins, pain points, and closing thoughts.

Ready to Submit?

Thank you for taking the time to complete this intake form. We'll review your responses and be in touch soon to discuss next steps.

Thank You!

Your intake form has been submitted successfully. We'll review your responses and be in touch soon to discuss next steps for your Business Improvement Program.