Step 1 of 7 14% Your Business InformationBusiness Name(Required)Primary Contact Name(Required) First Last Email(Required) Phone(Required)Industry / Type of Business(Required) What You're Looking ForWhat Services are You Interested In?(Required) Data Dashboard (Power BI) Budgeting & Forecasting Industry Benchmarking KPI (Key Performance Indicator) Tracking Data Consulting Other Other(Required)In your own words - what problem are you hoping to solve?(Required)Cash flow forecasting? Staffing? Pricing? Budgeting? Goal-setting?How often do you want updated dashboards / reports?(Required) Weekly Monthly Quarterly Ad-hoc / On-demand Your Current SystemsWhere does your data currently live?(Required) QuickBooks Gusto / ADP CRM (Hubspot, Salesforce, etc.) Shopify / Square / Stripe Google Sheets Excel Time Tracking (Minute7, TSheets, etc.) Other Other(Required)How clean is your data?(Required) Very clean Mostly accurate Needs some cleanup Chaos Do you currently have dashboards or reports?(Required) Yes (upload or link) No Kind of - but they're not helpful Dashboard / Report UploadUpload up to 5 documents Drop files here or Select files Accepted file types: jpg, gif, png, pdf, doc, docx, jpeg, xls, xlsx, txt, Max. file size: 500 MB, Max. files: 5. Dashboard / Report Links Access and Technical DetailsWill you allow us access to all needed systems, or will you send data files?(Required) Access to systems will be granted Data files will be sent Do you need help extracting / formatting your data?(Required) Yes No Maybe How many data systems (roughly) will we be puling from?(Required) Your Goals and PrioritiesClarity (simplifying messy information)1 (Lowest)2345 (Highest)Decision-Making Tools1 (Lowest)2345 (Highest)Forecasting1 (Lowest)2345 (Highest)KPI Tracking1 (Lowest)2345 (Highest)Automation and Time Savings1 (Lowest)2345 (Highest)What KPIs (Key Performance Indicators) do you think matter in your business?(Required)Revenue, Profit Margin, Payroll %, Net Profit, etc.Ideal Go-Live Date for Your Deliverable(Required) MM slash DD slash YYYY Budget and ExpectationsWhat's Your Budget for Analytics Work?(Required) Under $1,000 $1,000 - $3,000 $3,000 - $10,000 More than $10,000 Unsure - Need Guidance Do you prefer a one-time project or ongoing analytics support?(Required) One-Time Ongoing Other Other(Required) Final AsksUploads Drop files here or Select files Accepted file types: txt, doc, docx, xls, xlsx, pdf, jpg, jpeg, gif, png, Max. file size: 500 MB, Max. files: 5. Who will use the deliverable the most? (Owners, managers, etc.)(Required)Is there anything else you want us to know about your business, your goals, your frustrations? Δ
