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📝Before We Chat — Tell Us a Bit About You

This short questionnaire helps me understand your business, your role in it, and whether it makes sense to book a discovery call. There are no right or wrong answers, clarity and honesty matter more than polish.

First Name

Last Name

Email *

Phone *

City

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Do you currently own or operate a business?

Yes, currently operating

Yes, in the process of buying/acquiring

No, planning to start or buy with in the next 6months

No, just exploring option

What best describes your business stage?

Pre-revenue

$0-$250k annual revenue

$250-$1 annual revenue

$1M-$5M annual revenue

$5M+ annual revenue

What industry best describes your business (or target business)?

E-commerce

Professional Services

Recruitment/Staffing

Trades/Construction

SaaS/Digital

Which roles do you personally undertake in the business?

Sales

Marketing

Operations/Delivery

Finance/Accounts

Strategy/Growth

People Management

Everything

On average, how many hours per week do you personally work in your business?

Less than 20

20-30

30-40

40-60

60+

Do you currently pay yourself a salary or regular drawings from the business?

Yes, market-rate salary

Yes, below market

Irregular drawings only

No, reinvesting everything

No, business is not yet cash-positive

Does your partner or spouse work in the business?

No

Yes, businesspartner/Shareholder

Yes, operational role

Yes, informal/unpaid support

How many people currently work in the business(including contractors)?

Just Me

2-5

6-15

16-50

50+

How would you describe your current management structure?

No formal structure-decisions come through me

Small team with informal leadership

Defined management roles but still founder-led

Clear management team with delegated authority

If you stepped away for 4 weeks, what would happen?

Business would largely stall

Somethings would continue, but I'd still be needed

Day-to-day would run, growth would pause

Business would continue largely as normal

Approximate business turnover in the last financial year (or trailing 12 months)

Pre-revenue

Under $250k

$250k-$500k

$500k-$1M

$1M-$3M

$3M+

Approximate turnover two years ago(if available):

Pre-revenue

Under $250k

$250k-$500k

$500k-$1M

$1M-$3M

$3M+

Is the business currently profitable(before tax, after owner salary)?

Yes

Break-even

No

Not Sure

What is the primary reason you're exploring coaching or advisory support right now?

What do you believe is the biggest constraint in your business today?

Time/Bandwidth

Lead flow/sales

Systems and processes

Team/People

Cash Flow

Strategic Clarity

I'm not sure

If we were having this conversation 12 months from now, what would need to have changed for this to feel like a success?

Have you worked with a coach, mentor, or advisor before?

No

Yes, positive experience

Yes, mixed experience

Yes, poor experience

Are you prepared to invest both time and money into making meaningful changes if there is a clear plan?

Yes

Possibly, depens on fit

No

What is the biggest challenge right now?

Anything else you think I should know before deciding whether to take this call?

Next

© 2026 Darryl Montgomery