Please provide your contact information.

We will contact you after you submit your answers and schedule a 30-minute briefing.

First Name *

Last Name *

Phone *

Email *

Company *

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.

What is the primary URL for your company website? *

What is the projected total top line revenue of your business this year? *

How many families depend on this business as a primary or secondary source of income? *

Rate Yourself on these Life Quality Attributes

5 is best and 1 is worst

I prioritize fun and recreation in my life and can separate that from work. That means putting down the phone for extended periods of time. *

I am satisfied with my romantic relationship, our level of intimacy, and the trust we share. *

I am happy with my level of involvement with my family and the meaningful activities we share together. *

My job or career aligns well with my personal values and purpose, and I am happy with it. *

I am happy with how self-aware I am and how actively I work on personal growth. *

I am happy with the strength of my social support network and the perspective they bring to my life. *

My sleep, exercise routine, and mindfulness practices help me minimize stress and keep me healthy. My energy level is good throughout the day. *

Answer the Following Questions about your Business.

5 is best and 1 is worst

Our Balance Sheet is strong, and we have access to the working capital we need to grow the business. *

We are excellent at handling legal risks, protecting intellectual property and trade secrets. *

Our HR practices are sound, and we have a stable and well performing work force. *

Our business model leverages our strengths and allows us to scale while protecting our competitive advantage. *

We are regularly taking advantage of opportunities and growing our market share while introducing new offerings to our customers or adjacent markets. *

Our top-line revenue is growing by more than 10% annually, and we are also increasing margin and profitability simultaneously. *

We run the business based on trusted data from our financial and operational systems. Our dashboards tell us the complete picture. *

Answer the following questions about yourself and your performance as an executive in your business.

5 is best and 1 is worst

I can hold my own in a conversation with a CFO, Banker, and Accountant and can ask them insightful questions about our financial performance. I know which parts of our business are making the most money. *

Our management system clearly defines what is important, who owns it and what success looks like. I can manage my team to these accountabilities and help them achieve more than they thought possible. *

Our culture reflects me. People make decisions the same way that I would. My team is open to personal growth, and we learn from our mistakes. *

People follow me because they are eager to achieve our vision. At times if feels that they will just do the right things and don’t need any supervision, all I need to do is ask great questions and coach them to success. *

I can clearly see our path forward and how to navigate difficult situations so that we can continue to differentiate from our competitors and bring compelling solutions to the market. *

I effectively lead our customer acquisition process (sales & marketing) by relentlessly improving systems and processes that allow others to close deals and serve customers. *

We are accelerating our use of technology as a competitive weapon and have a clear vision on how to us AI as a disruptor in our market. *

Trimetric Quiz!