Your Profit Playbook™ Onboarding Survey

First Name

Do you currently have a financial plan that you use to run your business?

If your answer to #1 is YES, what are the pain points or issues you have with using it? Or why do you want to build a new one?

How do you rate your business financial literacy skills with a range from 0 - 10 (10 being the highest “I am so good with finances I feel I could even be teaching this program” and 0 being the lowest “I know the basics about what sales and expenses mean, but outside of that, I’m really not confident with much else finance-related”

Do you think that your lack of financial knowledge holds you back from achieving the financial success of your business?

Do you think that your current level of financial knowledge impacts your ability to be a strong CEO?

Do you feel confident that you know the financial implications of the business decisions that you make?

What is the financial problem you are experiencing that you badly needed help with?

How would you describe the current financial state of your business?

What resources have you currently been using to help you with this?

Why did you decide to join Your Profit Playbook™?

What do you expect to get from the Your Profit Playbook™ and how are you expecting it can help you and your business?

What is the main goal that you have right now going into Your Profit Playbook™?