Step 1 — Business Review & Strategy Call
kick off QUESTIONNAIRE
( Required Before Kick-Off Call )
Kick-Off Questionnaire
Estimated time: 8 - 12 minutes
Name
Email
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off From your perspective, what would make this engagement a clear success?
Kick-Off Looking 90 days out, what would you most want to feel confident about?
Kick-Off What would make you say, “This was absolutely worth doing”?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off What are the top 1–3 priorities that matter most right now?
Kick-Off Of those, which one truly matters most?
Kick-Off What has your attention today that you wish required less of it?
Kick-Off What cannot be disrupted as we move forward?
Kick-Off Are there any immovable deadlines, events, or commitments we should plan around?
Kick-Off Are there any internal rules, sensitivities, or realities we need to respect?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off Where does execution currently feel most constrained?
Time
People
Systems
Clarity
Capital
Kick-Off What’s currently working well that should not be broken?
Kick-Off What has already been tried that we should be aware of?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off Who ultimately owns decisions related to this work?
Kick-Off How are decisions typically made today?
Async review
Live discussion
Founder / exec decision
Kick-Off Where do decisions tend to slow down, if at all?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off Preferred update cadence:
Weekly
Bi-weekly
Kick-Off Preferred update format:
Written summary
Workspace updates
Call
Kick-Off What does “too much communication” look like to you?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Kick-Off What risks should we be aware of as we begin?
Kick-Off What would cause this engagement to fall short of expectations?
Kick-Off Is there anything else we should know before we begin?
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
Trusted by entrepreneurs and businesses across Canada, USA, and internationally.
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