This isn't a quiz and there's no passing score. Fill it out with real numbers from your last full month (or trailing 12, where noted). We'll use it to build your custom action plan, not to judge you.
Who owns the business, and how is it split?
These are not scores. They are the reality of the business. Use trailing 12-month figures where possible.
Vital signs — trailing monthly average.
Vital signs.
Vital signs.
Help us understand the market you operate in. Best guesses are fine.
These fields are on the HubSpot form but no slot above matched their label. Add the label to a data-fields list to move them.
Review before sending. This is what your consultant will receive.