Quarterly Assessment

To make the most optimum use of your time, please provide the following information or come ready with it for the call. The accuracy of the strategy will be based on the information that you provide on the call.

Full Name *

Email *

Where are you at now?

Average Monthly Revenue per Client (ARPA) *

Current Yearly Revenue *

Financial Churn % (Last 6 months) *

Average Number of New Monthly Clients (Last 6 months) *

Profitability % *

What do you want to achieve this quarter?

(ARPA) Average Revenue per Client Goal *

Yearly Revenue Goal *

Financial Churn % Goal *

Average Number of New Monthly Clients Goal *

Profitability % Goal *

Months of Savings Goal *

Number of Clients Goal *

Number of Teammates Goal *

Overall Goals of the Business *