Questions specific to the profile you chose. They make our first conversation much more focused.
Choose your business profile in the previous step to see these questions.
What problem does your idea solve, and for whom? *
What stage is the idea at? Just the idea Researching the market Prototype or pilot First sales
What signs of demand do you already have? (conversations, pre-sales, waitlist)
Capital available to get started Your own funds Partners or family Investor Not decided yet
Your current commitment to the business Full-time Part-time I haven't started yet
What do you think needs to be in place for operations to start?
What does the product do and what problem does it solve? *
Traction stage Pre-product MVP with users Early recurring revenue Growing month over month
Key metrics today (users, recurring revenue, churn, CAC, LTV), whatever you have
Fundraising status No outside investment Angel or pre-seed Seed Series A or later Preparing a round
What limits growth the most? Product Customer acquisition Retention Team Technology Capital
Where does the company lose the most money or time today? *
Current sales channels Physical store In-house sales team Sales reps Website or e-commerce Marketplaces Social media and WhatsApp Referrals
Do you know your margin by product or service? Yes, precisely Roughly No
How much does the operation depend on the owner? Completely To a large extent A little The team runs it without me
What systems and controls do you use today (spreadsheets, ERP, CRM)?
Which generation is in charge? Founder Second generation Third generation or later Transition underway
Which family members work in the company, and in what roles?
What governance is already in place? Shareholder or family agreement Board Formal performance meetings Managers from outside the family Nothing formalized
Is there a succession plan? Yes, defined Under discussion No
Where does the family relationship help the business, and where does it hold it back?
How has growth been over the last 3 years? Above the market Stable Slowing down Declining
What is the next cycle you want to build? *
Which revenue paths are being evaluated? New products New markets New channels Acquisitions Digital and recurring revenue We don't know yet
Current use of data and artificial intelligence Advanced Early Almost none
What no longer makes sense in the current model?
How many companies, brands or units are part of the group, and in which industries? *
What is shared across the companies? Finance People and HR Technology Purchasing Marketing Nothing yet
Is there a consolidated view of results? Yes, in real time Yes, periodically No
How are investment decisions made today?
Where do you see overlap or opportunities for integration?
What does the company manufacture, and who does it sell to? *
How do the products reach the market? Direct sales Distributors Sales reps Wholesale Own retail E-commerce Export
How much of revenue comes from the top 5 customers? Less than 20% 20% to 50% More than 50%
Production capacity utilization Below 50% 50% to 80% Above 80%
Where does the operation lose efficiency (costs, lead times, waste, supply)?
Interest in new markets New regions Export Direct-to-consumer sales Not right now
Business format Physical store Store chain E-commerce Marketplaces Social media sales
Number of stores and cities
Where is margin being lost (pricing, inventory, shrinkage, fixed costs)? *
Do customers come back? Yes, we have a loyalty program and data They do, but we don't measure it Few repeat purchases
Are your channels integrated (inventory, pricing and customer records)? Yes Partly No
What services do you provide, and to what type of client? *
How do you charge? By the hour Per project Monthly fee or recurring contract Performance-based Mixed
How much of your revenue is recurring? Almost none Up to half More than half
Does delivery depend on just a few people? Yes, heavily Partly No, it's standardized
What keeps you from growing without losing quality?
Network status Not franchising yet Up to 10 units 11 to 50 units More than 50 units
How many company-owned units and how many franchised?
What is standardized and documented? Operations manuals Training Systems Marketing Centralized purchasing Very little so far
How much does a unit bring in, how much does it earn, and how long does it take to pay back the investment?
Expansion plan: how many units, where, and over what timeframe?
What are you an expert in, and what do you want to be known for? *
Where is your audience? Instagram LinkedIn YouTube TikTok Podcast Newsletter Events and talks
Approximate audience size
How do you generate revenue today? Consulting or mentoring Courses and digital products Speaking engagements Advertising and partnerships Community or subscription I don't monetize yet
How much of your revenue depends on your own time? Almost all of it About half Little
Level of government Municipal State Federal Public agency or state-owned company Other
Which public services are the focus? *
Where do citizens run into the most friction today?
Digital maturity Mostly paper-based processes Partially digital Mostly digital
Legal, budget or procurement constraints we should consider
Company's home country *
Target market * United States Brazil Latin America Europe Asia Middle East
Entry stage Evaluating Planning Already operating with early results Already operating and looking to grow
What do you think needs to be adapted (product, brand, pricing, operations)?
Presence in the target market None yet Sales rep or distributor Local entity established Local team Strategic partner
