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VMS Intake Form

Please complete this form to help us understand your needs and best prepare for our initial consultation.

Do you have a Brand Manager?
Yes
No
Annual revenue (current or most recent fiscal year)
Under $500K
$500K-$2M
$2M-$10M
$10M-$25M
$25M+
Prefer not to say
Profitable?
Yes
No
Break-even
How dependent is the business on you personally to function?
Extremely— nearly everything runs through me
Significantly— major decisions always require me
Somewhat— I can step away for short periods
Minimally— the team runs independently
How would you describe your current organizational structure?
Flat— everyone reports to me directly
Informal— loosely defined roles, ad hoc decisions
Developing— some structure in place, gaps remain
Defined— clear roles, authority, and reporting lines
Rate your confidence in each area (1 = low, 10 = high): Strategic clarity
1
2
3
4
5
6
7
8
9
10
Rate your confidence in each area (1 = low, 10 = high): Team leadership and Accountability
1
2
3
4
5
6
7
8
9
10
Rate your confidence in each area (1 = low, 10 = high): Operational systems and Consistency
1
2
3
4
5
6
7
8
9
10
Rate your confidence in each area (1 = low, 10 = high): Role Clarity and Decision Authority
1
2
3
4
5
6
7
8
9
10
Rate your confidence in each area (1 = low, 10 = high): Performance Visibility and Data
1
2
3
4
5
6
7
8
9
10
Provide the following before or during the kickoff session. All documents are treated as confidential and used for the organizational assessment only.
Current org chart (or description if none exists)
Role descriptions for leadership team members
Last 12 months P&L summary
Existing strategic plan or goals document
List of current operational processes or key workflows
How do you prefer to receive feedback and support? Preferred communication style:
Email
Phone/Video Call
Text/Messaging
In-person
Other
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