The Discovery Assessment

A 5-minute snapshot of your business.

This follows the Full Value Discovery Wheel, the same framework Sam uses with every client. Answer honestly; there are no wrong answers. When you're done, you'll get the full Discovery Wheel as a takeaway and a personal follow-up from Sam.

Step 1 of 5 · About you

☀ About you & your business

Full name * Business name * Email * Phone Website What does your business do?

☀ Marketing & Sales

How do customers currently find you? (select all that apply)

Referrals & partners Cold outreach / email Social media Search / SEO Paid ads Events / trade shows Word of mouth Not sure yet

How would you describe your digital presence today? (website, social, email) How are leads generated and qualified right now? How is sales performing against your goals?

☀ Operations & Customer Service Where do your operations, sourcing, or fulfillment break down most? How do you handle client satisfaction, reviews, and complaints today?

☀ Innovation & Back End

Where do you most want to innovate? (select all that apply)

Products / services Technology Process & ops Customer experience Intellectual property Not sure yet

How confident are you in your financials? (P&L, cashflow, projections, budgets) Any gaps in Legal, IT, HR, or Taxes you're aware of?

☀ Vision & Strategy In one sentence, what's your vision for the business in 3 years? What's the single biggest thing standing between you and that vision? How often would you want to work on the business with a partner like Sam? Anything else you'd like Sam to know?

A 5-minute snapshot of your business.

Thank you. Your potential is now our priority.