PROFITCORE™ STRATEGIC CONSULTING DAY

CEO INTAKE FORM: THE BUSINESS DIAGNOSTIC THAT ACTUALLY MOVES THE NEEDLE

(Required 72 Hours Prior to Consulting Day)

SECTION 1: CEO SNAPSHOT

Full Name *

Business Name *

Title & Role (and how much time you're working in the biz)

Email *

Phone *

Website

Assistant or Key Contact (Name + Email)

Primary Social Links (LinkedIn, Instagram, etc.)

Revenue (Last 12 Months) + Net Profit

Team Breakdown (FT, PT, Contractors)

SECTION 2: STRATEGIC LANDSCAPE OVERVIEW

1. The State of the Business (Now vs. Desired Future)

2. Your Top 3 Outcomes from This Consulting Day

3. The Long Game Vision

4. Previous Strategic Investments + Results

5. Anything Else I Should Know Before We Go Under the Hood?

SECTION 3: PROFITCORE PILLAR DEEP DIVE

Each of the 12 sections includes 3–5 strategic diagnostic prompts. You’ll notice they’re blunt — that’s by design.

1. CEO Clarity & Purpose

What’s your current “why” as a founder/CEO? Is it driving the business — or buried?

Are you operating in your genius zone 80% of the time? What’s pulling you out of it?

What decisions are you avoiding or overthinking right now?

What does “EPIC” look like for you personally — and are you building toward that or away from it?

Anything else I should know about how you’re leading (or avoiding leadership)?

2. Company Culture

How would your team describe your culture in three words?

Do you have a defined set of values — and are they lived or lip service?

What behaviors are tolerated that contradict the culture you want to create?

Are there unresolved dynamics (drama, distrust, lack of ownership)?

Anything else I should know about your internal climate?

3. Team

Who is on the team right now? (Roles, structure, leadership capacity)

Where are you the bottleneck?

Who is overperforming, underperforming, or misaligned?

What do you wish your team would do — but they’re not?

Anything else I should know about how your team supports (or drains) the business?

4. Project Management

What project management system (if any) are you currently using?

Who owns planning, prioritization, and delegation?

Do deadlines get hit — or pushed around like a beach ball?

How does your team stay aligned on what matters most each quarter?

Anything else I should know about how work flows (or stalls) in your business?

5. Business Operations

Describe your back-end systems — from onboarding to delivery. What works?

What’s currently being done manually that should be automated?

Where do operational breakdowns tend to happen (hand-offs, capacity, quality control)?

What systems are missing entirely (SOPs, onboarding, tech stack, etc.)?

Anything else I should know about your operational engine?

6. Metrics & Management

What metrics or KPIs do you actually review consistently?

Do you have a team scorecard or performance dashboard?

How often do you review business health through data — weekly, monthly, quarterly?

Are you making decisions based on metrics, intuition, or momentum?

Anything else I should know about how you lead through data?

7. Revenue & Profit

Have you ever done a “Profit First Analysis”? If not, we will have you do one.

Are you priced for profitability — or undercharging/over-delivering?

What offers have the strongest margins vs. those draining resources?

Is your profit where it should be for your revenue level? Why or why not?

Anything else I should know about your financial model?

8. Brand Strategy & Positioning

How are you positioned in your market right now — expert, premium, or commodity?

What’s your unique point of view or thought leadership edge?

What differentiates your brand from competitors — and does the market see it?

How strong is your brand identity, visually and verbally?

Anything else I should know about your brand perception?

9. The Client Path

Describe your full client journey — from lead to delivery and beyond.

How do you currently generate leads (organic, paid, referral, speaking, etc.)?

How many leads do you generate monthly — and what % book sales calls?

What’s your close rate on calls — and who handles sales?

Do you have a nurture system in place (email, retargeting, referrals)?

Where do leads fall off or go cold?

Are clients staying, upgrading, referring — or disappearing post-delivery?

Anything else I should know about how you attract, convert, and retain clients?

10. Services & Solutions

List your current offers, pricing, and delivery model (group, 1:1, done-for-you, etc.)

Break down your current revenue streams — and their contribution to net profit.

Which offers are the most profitable and scalable — which are bloated or outdated?

Are your services aligned with your genius zone — or keeping you trapped in delivery jail?

What needs to be restructured, retired, or reinvented to support scale?

Anything else I should know about your offer ecosystem?

11. Revenue Expansion

What future growth paths are on the table (licensing, IP, digital products, acquisition, etc.)?

What’s currently stopping you from executing on expansion (capacity, clarity, cash flow)?

Are you leveraging all assets — or leaving money on the table?

Where is the hidden gold in your business you haven’t tapped yet?

Anything else I should know about your scale or expansion plans?

12. Succession & Legacy Planning

If you stepped away for 90 days, what would break?

Is your business structured to run without you — or are you still the linchpin?

Do you have documented systems, IP, or succession strategy in place?

Are you building toward a sale, partnership, licensing model, or long-term CEO role?

Anything else I should know about how your business survives without you?

FINAL ROUND: TRUTH + LEVERAGE

What’s broken — but you’ve been tolerating it?

What’s one thing that scares you about changing your model, your offers, or your role?

If we could solve ONE thing in 90 days, what would it be?

What behavior or mindset shift needs to happen — on your end — for any of this to work?

Anything else that’s been weighing on you that you want off your chest before we dive in?

Thank you!

Our Team has been notified and [position of responsible team member]

will begin your onboarding process promptly.