IVOLVE + THRIVE | Strategy Intensive Inquiry Form

Strategy Intensive Inquiry Form

Welcome.

The Strategy Intensive is designed for business owners who want clearer direction, stronger execution, and a business that depends less on them.

Please answer a few short questions so we can understand where your business is today, what you are trying to change, and whether the Strategy Intensive is the right next step.

I agree to receive emails and text messages related to my application and member communications.

Business Snapshot

What industry is your business in?

Other industry (please specify):

Approximately what was your business’s gross revenue over the last 12 months?

How many employees or regular team members do you currently have?

Ownership, Partners, and Complexity

Who owns the business?

Are there multiple entities, locations, or related businesses involved?

Who would likely need to be involved in the Strategy Intensive? Select all that apply.

Just me My spouse My business partner(s) Key leadership team members Family members involved in the business Not sure yet

Are all key decision-makers open to outside strategic guidance right now?

Current Need

What prompted you to explore a Strategy Intensive right now?

Which of the following best describes what you want help with?

Clearer direction for the business A major decision or transition Growth that feels messy or reactive Profitability or cash flow pressure Reducing owner dependency Partner, spouse, family, or leadership alignment Stronger execution and accountability Preparing for exit, succession, or long-term value Building a better business to own Other

Other (please specify):

Of the areas you selected above, which 1–3 are the most important to focus on in the Strategy Intensive?

Timing and Fit

How soon are you hoping to address this?

Anything else we should know before the initial conversation?