Assessment tool - Foresight Matters

Action without insight is just spinning – let’s change that

I believe success doesn’t happen by chance – it happens by choice, with a clear plan and focused action. I’m here to help you strengthen your strategy, sharpen your processes, and build lasting momentum toward the future you envision for you and your business.

Let’s get to know you

Before we dive into strategy and solutions, let’s start with the heart of your business.
Tip: you can use your tab button to move between questions.

Name of business

Full Name

Mobile/daytime phone number

What’s your business all about?

What’s going well for you right now?

What’s keeping you up at night?

Who’s typically involved when the big decisions need to be made?

Where do you feel you need the most support right now - planning, systems, people, or financials?

Business check-in

Let’s take a step back and look at the bigger picture:

How long have you been in business?

Do you have a clear, written strategy or business plan?

If we found a solution that could truly move your business forward, how ready are you to invest your time and energy into making it happen?

What are your top three goals for the next year, and why are they important to you?

What would a meaningful 'win' look like for you in the next six months?

Your current reality

Understanding your starting point helps us plan your best next steps:

What challenges or obstacles are currently standing in the way of your goals?

How do you measure progress toward your goals?

What resources (time, budget, team etc) do you have available to support your growth?

On a scale of 1-10 (1 being ineffective), how effective are your current systems, processes, and technology in helping you reach your goals?

Thank you for taking the time to complete this assessment - it helps tailor our upcoming call so we can make the most of our time together.