1. What is your company size?

Solo Founder2–5 employees6–20 employees21–50+

2. What is your estimated average monthly revenue?

Under €5,000€5,000–€20,000€20,000–€50,000€50,000+

3. Who do you primarily sell to?

B2BB2CBoth

5. Do you have a written business strategy?

YesNoIt's in my head, not written

6. How often do you review or update your goals?

MonthlyQuarterlyYearlyNever

7. Are your team or partners aligned with your goals?

Fully alignedSomewhat alignedNot aligned / No team

8. How do you currently get leads or clients?

Referrals onlyOnline adsSocial MediaSales team/outreachWe don’t have a system

9. Do you have a defined sales funnel/process?

YesNoNot sure what that is

10. How would you describe your branding?

Clear and professionalDecent but needs improvementConfusing / inconsistentWe don’t really have one

11. Are your business processes documented?

YesPartiallyNot at all

12. What tools do you currently use?

CRM (e.g. Hubspot)Project Management (e.g. Trello)ERP / Finance toolsWe work manually (Excel, notes)

13. Do you use automation in daily work?

YesNoNot sure

14. Do you track monthly cash flow?

Yes, regularlySometimesNo

15. Do you have a financial forecast or plan?

YesNoNot sure how to build one

16. What is your biggest financial challenge?

Profit margins too lowInconsistent revenuePricing strategyNo financial tracking system

17. How big is your team?

01–56–2021+

18. Do roles have KPIs or performance goals?

YesSome doNo

19. Do you have a defined company culture or values?

Yes and it’s sharedNot reallyI don’t think about this yet

20. Which areas are currently holding you back? (Select all that apply)

Lack of strategyWeak brandingNo lead generationOperational overloadNo team clarityCash flow issuesNot sure

21. How confident do you feel in your business structure? (1 = Not confident, 5 = Very confident)

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