Founder's Pilot intake

Start the intake

These are the questions I would ask you across a table. Answer what you can. The financials and files can wait until after a screening call if you would rather. I read every one of these myself. If the fit is right, you will hear from me, not a scheduler. If it is not, I will say so and point you somewhere better.

The basics

Legal name / brand *WebsitePrimary contact name *Contact email *Contact phoneIndustry / verticalARR range *Employees *Years in operation

Where you actually stand

Do you have a real operating budget, or is it a bank balance and a gut feel? *Do you have an organized P&L with monthly financials for 24 months or more? *Have you built an operating plan or budget before? *Can leadership commit 3 to 5 hours a week to the homework and the calls? *When I push back on a plan you love, what happens? Do you want the truth, or a yes? *

Your intent

Top 1 to 3 goals for the year aheadBiggest operational headache right nowKnown inflection points, hires or experiments already plannedThe one number that keeps you up at night. What you suspect but cannot prove.

Baseline data (bring after screening if you'd rather)

Monthly financials 24–36 moOr: Staffing audit (headcount fluctuations 24 mo)Or: Product revenue & gross-margin contributionOr: Current tools / stack used for planning (optional)

Files are not uploaded by this form. List them here and bring them to the screening call.

Off-site & kickoff *

Format *Preferred kickoff window *

ConsentI understand no client data is used to train models, and the prompts used to generate my drafts will be shared back to me. *

Screening-call booking: book a 20-min fit call.

Book a 20-min fit call

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