Growth Partnership Discovery

Contact Information

* Business Name

* Owner Name(s)

* Email

Phone (Optional)

Section 1: The Business Today

1. In a typical month, how many jobs are you working on?

2. What percentage of your work comes from subcontracting vs. direct-to-client jobs?

Subcontract work (%)

Direct clients (%)

3. What's the typical dollar range of your jobs?

Under $2,000 $2,000-$5,000 $5,000-$10,000 $10,000+

4. What services do you want to be known for? (Select all that apply)

Finishing carpentry Decks & fences Renovations Custom trim/millwork Kitchen/bath renos Basement finishing Commercial punch lists Other

If "Other," please specify:

5. Where do your current jobs come from? (Select all that apply)

Word of mouth Repeat clients GC referrals Social media Google/online BNI/networking Kijiji/marketplace Other

Section 2: The Numbers

Be honest here — this helps us understand what's actually possible right now.

6. Roughly, what was your total business revenue last year?

Under $30K $30K-$60K $60K-$100K $100K+

7. Do you currently have outstanding invoices that haven't been paid?

Yes No Not sure

If yes, approximately how much is owed to you?

How many invoices are outstanding?

8. How would you describe your bookkeeping situation?

Up to date A bit behind Needs cleanup Not sure

9. Business registration status (Select all that are in place)

Trade name registered GST number WCB coverage Incorporated

Section 3: The Goal

11. If this partnership works, what does success look like in 12 months?

Be specific: number of clients, type of work, income, lifestyle changes...

12. What's the biggest thing holding the business back right now?

13. What's one thing you've tried before that didn't work?

14. What would it mean for your family if the business was consistently landing direct clients at better rates?

Section 4: For Your Partner/Spouse

If your partner/spouse will be involved in business decisions, have them complete this section.

15. How involved are you currently in the business?

Not involved Help occasionally Handle some admin Actively involved

16. Would you be interested in taking on a role in the business?

Bookkeeping Scheduling/admin Client communication Social media Invoicing/collections Not interested right now Open to learning Other

17. How many hours per week could you realistically dedicate to the business?

0-5 hours 5-10 hours 10-20 hours More than 20

18. What concerns or questions do you have about investing in business growth right now?

19. What would you need to see or understand to feel confident about moving forward?

Section 5: Anything Else

20. Is there anything else we should know before our meeting?