Before we meet, let's make sure the hour counts.

This form helps me understand where your business stands today and where you want it to go. Fill out what's relevant. There are no wrong answers, only incomplete ones.

Form completion

About You

* Required

Your Name *

Email Address *

Phone Number (optional)

Your Title / Role *

How long have you been in this business? *

Briefly describe your background before this business (prior roles, industries, experience)

The Business

Business Name *

Industry / Type of Business *

Entity Type

Number of Locations

Annual Revenue (approximate) *

Total Headcount (including owners) *

What does your business do? Describe it plainly, not in marketing language. *

What makes your business different from competitors? Be honest if you are not sure.

Where You Are Today

If you had to describe the current state of your business in two or three sentences, what would you say? *

What is working well right now? What should we protect?

What is not working? Name the specific pain, not the symptom. *

How dependent is the business on you personally? 1 = runs without me, 5 = stops if I leave

Runs without me3Stops if I leave

What does a typical week look like for you? Where does your time actually go?

Is there anything happening right now that I should know about before we meet? A key hire, a key loss, a deal in progress, a crisis...

Where You Want to Go

Short-term goal 90 days to 1 year: What does winning look like? *

Medium-term goal 1 to 3 years: Where do you want the business to be?

Long-term goal 3 to 5 years and beyond: What is the endgame?

What is the single biggest obstacle between where you are and where you want to be? *

What have you already tried to address that obstacle?

Where You Want My Help

Select the areas where you want focus during our meeting. Choose all that apply. Each selection will expand relevant questions below.

Operations & Systems

Team & Org Structure

Sales & Revenue Growth

Financial Management & Cash Flow

Marketing & Positioning

Exit or Transition Planning

Hiring & Onboarding

Leadership & Decision-Making

Operations & Systems

What does your current operational workflow look like? How does work actually get done from start to finish?

Where do things fall through the cracks most often?

What systems or tools are you currently using? Software, processes, anything that runs the business.

Where do you want your operations to be in 12 months? What would running smoothly actually look like?

Team & Org Structure

Describe your current team structure. Who reports to whom? What roles exist?

Where is the team underperforming or breaking down?

Are there any specific people situations I should know about?

What does your ideal team look like in 12 to 24 months?

Sales & Revenue Growth

How do you currently generate new business? What does your sales process look like?

Where does the sales process break down?

What is your current revenue trend? Growing, flat, or declining? For how long?

What revenue or growth goal are you working toward?

Financial Management & Cash Flow

How would you describe your current financial visibility? Do you know your numbers?

What is your biggest financial concern right now?

Do you have a budget or financial plan you operate against?

What financial outcome are you trying to achieve in the next 12 months?

Marketing & Positioning

Who is your ideal client or customer? Be specific. Not everyone.

How do you currently market your business?

What is not working about your current marketing or positioning?

What marketing outcome do you want in the next 12 months?

Exit or Transition Planning

What is your current thinking on exit or transition?

Do you have a target sale price or valuation expectation?

What do you think the biggest obstacles to a successful exit are right now?

What does success look like after the transition?

Hiring & Onboarding

Are you currently trying to hire? If so, for what roles?

What has your hiring track record looked like? Honest assessment.

How do you currently onboard new employees?

What hiring or onboarding outcome matters most to you right now?

Leadership & Decision-Making

How do major decisions currently get made in your business?

Where do you feel like you are operating outside of your strengths as a leader?

What leadership or culture issues are showing up in the business right now?

What does stronger leadership look like for you in 12 months?

Anything Else

Is there anything you want me to know before we meet that did not fit anywhere above?

What would make this meeting a success for you? What do you want to walk away with?

How did you hear about Odle Consulting?

Submitting your intake form...

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Received. See you at the meeting.

A copy of your responses has been sent to your email. Austin will review everything before you meet. If you need to reach him directly, contact austin@odleconsulting.com.

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Questions? Reach Austin directly at austin@odleconsulting.com | odleconsulting.com