preintake2 - PipeWrite

Pre-call Questionnaire

Ten minutes now.
Sharper an hour later.

This short questionnaire covers the facts about your practice, so our conversation skips the background and goes straight to the real work. It takes about ten minutes, and you answer in your own words.

Audit Pre-Intake2 (#7)

First Name

1. Roughly what does the practice bill per month today, and how has that moved over the last 6 to 12 months?

2. Who does what today? List the people (you, co-founder, contractors, VA) and the rough share of delivery and of sales each one carries.

3. In a normal week, how many hours do you personally work, and what share is delivery vs sales vs admin?

4. Name the three tasks that eat the most of your time and that, in principle, someone or something else could do.

5. When you can't take on more clients, what is the thing that actually stops you?

6. How standardized is your delivery today? Is there a documented process, or does it mostly live in your head?

7. Where do clients come from today, and is it predictable or feast-and-famine?

8. If nothing changed for the next 12 months, what would that cost you, in money, time, or things you never get to?

9. Where do you want this in two to three years? Run it bigger, step back from delivery, or eventually sell it? Be honest, there is no wrong answer.

10. If we could fix one thing in the next 90 days, what would move the needle most for you?

When you submit, I receive your answers and prepare. No sales email, no follow-up sequence.
We simply talk, with a head start.

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Pre-call Questionnaire

Ten minutes now. Sharper an hour later.

pipewrite

Ten minutes now.
Sharper an hour later.