🏢 1. Entity Foundation Principal Name: Professional Email: Company Name: Legal Structure:Sole ProprietorshipLLCS-CorpC-CorpGeneral PartnershipOther Specify Status: Staff Morale (1-10): 5 🚀 2. Revenue Engine Primary CRM:ZohoHubSpotSalesforcePipedriveNoneOther Specify CRM: Annual Revenue:<$250k$250k-$1M$1M-$5M$5M-$10M$10M+ Primary Lead Source:ReferralsGoogle AdsSEOSocial MediaCold OutreachOther 📣 3. Marketing & Ad Spend Active Channels:SEO/ContentPPCEmailReferralsCold OutreachNone Monthly Ad Spend:$0<$2k$2k-$10k$10k+ 💰 4. Accounting & Controls Accounting Suite:QuickBooksXeroSageManualOther Specify Software: Internal Controls:Dual Sign-offWeekly Recon3rd Party AuditInventoryNone Debt Load:None<$50k$50k-$250k$250k+ 🖥️ 5. Tech Stack & Infrastructure Environment:100% RemoteHybrid100% On-Site Hardware Fleet:LaptopsDesktopsBYODVDI IT Support:InternalMSPBreak-FixNone Primary Storage:GoogleDropboxOneDriveServerMixed VoIP Provider: ⚙️ 6. Operations & PM PM Tool:AsanaMondayClickUpTrelloNoneOther Specify PM Tool: Main Bottleneck: 👥 7. HR & Payroll Payroll Provider: Total Headcount: Employee Benefits:Health/Dental401kPTOStock OptionsNone 🛡️ 8. Cyber & Data Security Security Controls:MFA EnabledEncrypted BackupsEDR/AntivirusCyber Insurance Shadow IT Risk:Company Accounts OnlyPartial PersonalUnsure 🔒 9. Physical Assets Physical Protection:CCTVKeycard AccessAlarmsAsset InventoryNone ⚖️ 10. Legal, IP & Tax Risk Management:Multi-State Tax CompliantTrademarksPatentsVendor NDAs Continuity Plan:TestedInformalNoneOther Specify Plan: 📈 11. Strategy & Vision 12-Month Goal:ExpansionEfficiencyProfitExitOther Specify Strategic Goal: Primary Concern:
