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Strategy Session Discovery Form

1. Basic Business Info - Players - Stage - Entity - Docs

Players

Owners Hats/Stage
Business Stage
Documents to Review:

2. Goals - Measure - KPI + Trends + Sales + Profits

Last Year
Year
Gross Sales
Profits
Draw
Owner’s Wage
 
Sales This Year
Year
Gross Sales
Profits
Draw
Owner’s Wage
 
Next Year (Projection)
Year
Gross Sales
Profits
Draw
Owner’s Wage
 
Personal Income Goal
Last Year
This year
Next Year
Savings. Retirement Plan. Investing
Owns Building / RE
 
Loans/Debt or Taxes

3. Financial Reporting - "Can't manage what don't measure!"

Financial Information Recieve
(Please select the services your current accountant provides.):
Fundamentally Sounds
(Please select the services your current accountant provides.):
Financial Awareness
(Please select the services you wish current accountant provided.):
Entity Type (Select one):

4.Operations/Delivery/Service - Sales Proces/Selling/Marketing

Operations/Delivery/Service
Marketing/Community
Salesperson/Process
Written Down/Systemtized
Tracks Key Ops KPI's
Tracks Leads, Stick, Close Rates?
Knows Key Sales KPI"s - Avg $ etc

5. Team

Team Dynamics
Team Aspiratoins & Goals
Team Relationships
Payroll Info:
Please enter the day of the week the pay period begins, and ends along with the pay date. For example if the Pay Period begins on a Sunday, and ends on a Saturday and get paid on a Friday enter Sunday, Saturday, Friday. This simply lets us know the turn around time of your payroll and how the reporting works.

6.Hiring

Recruiting
Assessment & Interviewing
Training and Develoment

7. Leadership of Team & Self Mastery of Leader

Internal Team/Decision Making
Outside Team
Leadership Framework/Structure
Leadership Develoment
Leadership Habits
Assessments Sent/Completed/Recommended

8. Notes - General Notes - and Notes on Resources Sent

9. Recommendations - Resources Sent - Online Resources (Articles,YouTube, OnDemand) - SS - Comp Assessment - Essentials - Mastery - Coaching

Numbers Skill Sessions
People & Self Skill Sessions
Essentials
Mastery - Group or 1 on 1
Numbers Coaching - First Steps
People Coaching - First Steps

10. Resources

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P.O. Box 406
Brookfield, WI 53008
(414) 269-8705

Waukesha/Brookfield Campus
20670 Watertown Rd, Waukesha, WI 53186
262-796-1040

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Optional & Very Valuable Information for Additional Context

These fields are completely optional but will help us better respond to your Inquiry. If this is your first time contacting us this will make the time we connect even better!
Areas We Do Great
Areas We Have Challenges
In a couple sentences share where you are, where you want to be, and how you would define success 30-90 days or 1-3 years from now, if that seems more relevant to you. Feel free to answer for each time frame!
What is one thing that will support your success most during your response above? What is one challenge or obstacle that could get in the way?
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