Let's get to know
your business.

A few details so I can set things up the right way from day one. It takes about five minutes. Rough answers are fine, and please don't enter card numbers or passwords here.

1

Business basics

The legal footing your accounts get built on.

Used to register your business for text messaging. It has to match your tax records exactly.
2

Primary contact

Who I text with every few days, and who joins the weekly check-in. It can be two different people.

3

Where your business is now

Your current numbers, as they stand today. Rough figures are perfectly fine.

4

Documents for Google

Nothing to upload here. Text or email these to me and I'll take it from there. Tick what you have handy.

5

The next 90 days

We've likely covered some of this on our call. This is just our shared source of truth to keep everything on track.