Take The First Step

First Step

Business Assessment
Intake Form

Thank you for choosing Profit Path Management. This form is designed to help us understand your business needs and frustrations so we can create a tailored plan to support your goals. Please answer the following questions as openly and honestly as possible.

Name

phone

Business Name

Your Position

Industry

Website

Current Business Situation

Describe your current business situation and main frustrations:

What are your primary business goals for the next 6-12 months?

Who are your top 3 competitors?

Revenue and Financial Health

What are your main revenue streams?

How would you grade your financial reporting and analysis capabilities?

What is your current annual revenue?

Operations and Digital Environment

How would you grade your current operational efficiency?

Do you have an organizational chart?

Describe your digital environment (e.g., use of technology, digital tools, online presence):

Are you currently using any software or tools for operations, finance, or marketing?

Decision-Making and Key Players

Who are the key decision-makers in your organization for committing to change?

Who are the key in-house players critical to your business success?

How would you describe the communication and collaboration within your leadership team?