The Intake Diagnostic

Twenty-five questions across five areas, about ten minutes. Have your numbers nearby, because guessing at your own revenue defeats the point.

Before the questions: 6 quick facts

Tell us the basics.

What kind of business do you run?

Revenue / collections over the last 12 months

How many people on the team? (all in)

How many other producers besides you?

How many hours did you work last week? (the honest number)

If you took a month off starting Monday, what's the first thing you'd worry about?