STEP 2 – PRELIMINARY QUESTIONS

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  • STEP 2 – PRELIMINARY QUESTIONS

Congratulations on taking the first step and scheduling your Diagnostic Session with us!

Your next step is to complete this questionnaire within the next 24 hours.

In order for us to be fully prepared and make the most out of our time together, please answer the questions on this form as accurately as possible. We will not be able to hold your Diagnostic Session until we have receive your completed questionnaire.

The purpose of our session together is to help you identify the obstacles or obstructions in your marketing and business development efforts. Those obstacles are likely keeping you and your team from consistently reaching your revenue and growth goals.

Our time together combined with the info on this form will allow us to pinpoint areas of opportunity where slight changes can move the needle in the right direction. It will also help us determine the appropriateness of integrating OPTICS™ into your organization. 

OPTICS™ is not for everyone. It is a customized, 6-phase process designed to hyper-focus your marketing efforts, create a powerful marketing team, generate significantly better results, and accelerate the achievement of your growth goals.

OPTICS™ implementation can be handled one of two ways, and we can discuss which is best for you after we determine if it's a good fit. 

Regardless, at the end of the session, you will have complete clarity as to what path is best for you to scale your business and hit your growth goals as quickly as possible.

Please make sure you complete this form within the next 24 hours.

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Your Business Profile

We need this info to get a good look at your current online visibility and branding prior to our appointment.


Current State and Future Plans for Your Business

Help us understand your current situation more clearly.


Why is this important to you?

Help us understand why things aren't working for you now.