Section 1: Company Information

First name

Last name

LinkedIn Profile (Optional)

Position

Company name

Website URL:

Company Email:

Company Phone

Years in Business

Date Founded

Industry

How Many Full-Time Employees Do You Have?

Current Funding Stage

Current MRR (Monthly Recurring Revenue)

How Much of the Company do You Own?

50% or less

51% or more

Do You Have (a) Cofounder(s)?:

No

Yes

If you answered "yes", how many cofounders do you have? What are their roles?

Section 2: Growth and Hiring Plans

For What Roles Are You Planning to Hire?

Section 3: Current Workforce Challenges

Describe your biggest people/workforce challenge in detail. What's the impact on your business?

What have you already tried to solve these challenges? What worked and what didn't?

Section 4: Current Workforce Systems Maturity

Do you currently have a structured hiring process?

Yes, fully documented and consistently used

Yes, but it's inconsistent across hiring managers

Partially - we have some templates but not a complete process

No, every hire is handled differently

Do you have clear role definitions for every position on your team?

Yes, every role has a written definition with responsibilities and success metrics

Partially - some roles are defined, others are not

No, roles are mostly informal and undocumented

Do you have a decision rights matrix or clear guidelines for who makes what decisions?

Yes, clearly documented and followed

Partially - some decisions are clear, others are not

No, decision-making is ad-hoc

Do you have a formal performance management system?

Yes, with regular reviews, goal-setting, and feedback rhythms

Partially - we do annual reviews but nothing more structured

No, performance management is informal

Do you have a documented compensation structure (salary bands, equity guidelines)?

Yes, fully documented with clear bands and guidelines

Partially - we have some guidelines but they're not comprehensive

No, compensation is negotiated individually for each hire

Do you have a clear organizational structure with defined teams and reporting relationships?

Yes, clearly documented and communicated

Partially - some structure exists but it's evolving

No, structure is flat and informal

Section 5: Leadership and Commitment

How involved will the CEO/Founder be in this engagement?

Highly involved - will attend all working sessions and lead implementation

Moderately involved - will attend key sessions and delegate implementation

Minimally involved - will delegate to leadership team

How many leadership team members will be actively involved in this engagement?

1-2

3-4

5-6

7+

Can you and your leadership team commit 3-4 hours per week for 12 weeks to this engagement?

Yes, absolutely

Yes, but it will be challenging

No, we don't have that much time available

Unsure

Do you have budget approved for an investment in workforce systems? (To be discussed)

Yes, budget is approved

Yes, but I need to get final approval

No, but I can get it approved

No, budget has not been approved

Section 6: Goals and Success Criteria

What would success look like 12 weeks from now? What specific outcomes are you hoping to achieve?

What would make this a 10x ROI investment for your company?

Beyond the deliverables, what else is important to you

Section 7: Fit and Expectations

Have you purchased any of our digital products?

Yes - Accountability Starter Kit ($29)

Yes - Strategic Hiring Blueprint ($50)

Yes - Founder's Accountability Toolkit ($97)

Yes - Multiple products

No, this is my first interaction with your company

Why are you interested in working with us specifically (vs. other consultants or doing this yourself)?

What concerns or hesitations do you have about this engagement?

Is there anything else we should know about your company, team, or situation?

Please submit any documents that you feel will enhance your application

File upload (Optional)

Submission Confirmation

By Submitting this application, I confirm that:

The information provided is accurate to the best of my knowledge

I have the authority to make decisions about consulting engagements of this size

I understand this is an application-only service and submission does not guarantee acceptance

I agree to a 30-minute strategy call if my application is approved

Yes, subscribe me to your newsletter.

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