MARKETING & SYSTEMS ASSESSMENT

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Step 1 — Business Review & Strategy Call

Kick-off Assessment

( Required Before Kick-Off Call )

PERSONAL INFO:

Full Name

Email *

SUCCESS & OUTCOMES:

From your perspective, what would make this engagement a clear success?

Looking 90 days out, what would you most want to feel confident about?

What would make you say, “This was absolutely worth doing”?

PRIORITIES & FOCUS:

What are the top 1–3 priorities that matter most right now?

Of those, which one truly matters most?

What has your attention today that you wish required less of it?

CONSTRAINTS & NON-NEGOTIABLES:

What cannot be disrupted as we move forward?

Are there any immovable deadlines, events, or commitments we should plan around?

Are there any internal rules, sensitivities, or realities we need to respect?

CURRENT STATE:

What’s currently working well that should not be broken?

What has already been tried that we should be aware of?

DECISION-MAKING & GOVERNANCE:

Who ultimately owns decisions related to this work?

How are decisions typically made today?

Async review

Live discussion

Founder / exec decision

Where do decisions tend to slow down, if at all?

COMMUNICATION & CADENCE:

Preferred update cadence:

Weekly

Bi-weekly

Preferred update format:

Written summary

Workspace updates

Call

What does “too much communication” look like to you?

RISKS & FAILURE MODES:

What risks should we be aware of as we begin?

What would cause this engagement to fall short of expectations?

Is there anything else we should know before we begin?

CONFIRMATION & NEXT STEPS:

Next step:
👉 Please click submit, then book your kickoff call on the next page.

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MARKETING & SYSTEMS ASSESSMENT

Step 1 — Business Review & Strategy Call

Kick-off Assessment

( Required Before Kick-Off Call )

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