Section 01
About you
Who's filling this out, and how do we get back to you.
First name
*
Last name
*
Work email
*
Phone (optional)
Your role
*
Select one...
Founder / CEO
COO / Head of Operations
Head of RevOps
Head of Sales / CRO
Head of Marketing
Head of Customer Success
Operator / Chief of Staff
Other
Linkedin (optional)
Section 02
Your company
The shape and size of the business we'd be working with.
Company name
*
Website (optional)
What does your company do?
*
A sentence or two on what you sell and to whom.
Industry
*
Select one...
B2B SaaS
B2B Services / Agency
E-commerce / DTC
Marketplace / Platform
Fintech
Healthtech
Logistics / Supply chain
Professional services
Other
Revenue model
*
Select one...
Subscription / SaaS (MRR/ARR)
Retainer / Services
Transactional / Per-order
Usage-based
Hybrid
Other
Annual revenue (USD)
*
Rough band is fine. We use this to gauge fit, not to price the engagement.
Under $500K.
Pre-scale · likely too early
$500K – $2M
Finding the ops cracks
$2M – $5M
Core Accelerator fit
$5M – $10M
Core Accelerator fit
$10M – $25M
Multi-team build
$25M+
Custom engagement
Team size
*
Select one...
1-5
6-15
16-30
31-60
61-120
120+
Company stage
*
Select one...
Bootstrapped
Pre-seed
Series A
Series B
Profitable / Self-funded
Section 03
The state of your ops
Be blunt. The more honest this is, the more useful the call.
Where does the machine break first?
*
Pick the bottleneck that costs you the most today.
Lead routing & follow-up
Leads come in, then disappear or go to the wrong person.
Sales → CS handoff
Deals close but onboarding starts from scratch.
CRM is a mess
Pipeline stages, properties, and reports don't match reality.
Manual copy-paste between tools
Ops lives in spreadsheets and tribal knowledge.
Reporting & forecasting
You don't trust the numbers coming out of the system.
Billing, refunds, revenue ops
Stripe, invoicing, and finance don't reconcile cleanly.
Billing, refunds, revenue ops
It all lives in your head, so nothing scales past you.
Something else
Tell us in the next question.
Describe the bottleneck in your words
*
What breaks, how often, and what it costs you, in hours, revenue, or team sanity.
Roughly, what's this costing you today?
*
Under 10 hrs/week
Annoying, not bleeding.
10–20 hrs/week
Consuming a part-time role.
20–40 hrs/week
Costing a full-time hire.
40+ hrs or real revenue loss
We're losing money, not just time.
If you stepped away for a month, would the company still run?
*
1 = it would collapse · 5 = it would hum along without me.
1
2
3
4
5
Would collapse
Hums along
Section 03
Stack & team
What we'd be building inside of, and who owns it.
Primary CRM
*
HubSpot
Salesforce
Describe the bottleneck in your words
*
What breaks, how often, and what it costs you, in hours, revenue, or team sanity.
Roughly, what's this costing you today?
*
Under 10 hrs/week
Annoying, not bleeding.
10–20 hrs/week
Consuming a part-time role.
20–40 hrs/week
Costing a full-time hire.
40+ hrs or real revenue loss
We're losing money, not just time.
If you stepped away for a month, would the company still run?
*
1 = it would collapse · 5 = it would hum along without me.
1
2
3
4
5
Would collapse
Hums along
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