First Name *
Last Name *
Company Name
Email *
Phone
Website
Role / Title
Preferred Method of Contact * EmailPhoneEither
How can we help? *
I consent to The Advisory Circle contacting me regarding my inquiry.
Company Name *
Phone *
Role / Title *
Industry *
Approximate Annual Revenue Range * —Please choose an option—Under $1M$1M–$5M$5M–$10M$10M–$25M$25M–$50M$50M–$100M$100M+Prefer not to say
Number of Employees * —Please choose an option—1–1011–2526–5051–100101–250251+
Areas of Interest * Growth & RevenueOperational ExcellenceFinancial StrategyWealth Accumulation & PreservationValue-Based ManagementWorkforce Strategy & Human CapitalAI / Workflow AutomationNot sure yet
Current Need * Revenue growthSales pipeline improvementMarketing strategyOperational efficiencyWorkforce / HR supportRecruitmentTraining and developmentOrganizational change managementSOP documentationAI workflow integrationFinancial reporting improvementCash flow or working capitalBudgeting and forecastingOwner wealth / legacy planningBusiness transition planningOther
Timing * —Please choose an option—Immediate30–60 days60–90 days3–6 monthsExploring options
Briefly describe your business challenge or opportunity *
Are you currently working with outside advisors? CPA firmAttorneyWealth advisorInsurance advisorConsultantFractional CFOHR consultantTechnology / AI consultantOther
Would you like to schedule a consultation? * YesNot yet
Optional Document Upload
Annual Revenue Range
Current Sales Model * —Please choose an option—Founder-led salesInternal sales teamOutside sales teamDigital marketing drivenReferral drivenChannel / partner drivenOther
Primary Growth Challenge * More leadsBetter conversionsBetter follow-upCRM / pipeline visibilitySales process disciplineBrand positioningCustomer retentionPricing / margin disciplineProposal processMarketing content
Do you currently use a CRM? YesNoNot sure
Approximate Monthly Lead Volume
Desired Growth Outcome *
Interest in AI-supported sales or marketing workflows YesNoMaybe
Message
Primary Operational Challenge * Process inconsistencyWorkforce planningRecruitingTraining and developmentEmployee onboardingEmployee practicesOrganizational change managementCompliance-oriented employee practicesSOPsProcurementSupply chainProductivityQuality controlTechnology / systemsOther
Do you have documented SOPs? YesNoSomewhat
Do you have structured onboarding? YesNoSomewhat
Do you have formal training programs? YesNoSomewhat
Are you currently recruiting for key roles? YesNoSoon
Are you going through organizational change? YesNoPossibly
Do you track operational KPIs? YesNoSomewhat
What systems are currently used?
Desired Improvement Area *
Interest in AI-supported SOP, training, or workflow documentation YesNoMaybe
Annual Revenue Range *
Current Finance Structure * —Please choose an option—Internal bookkeeperControllerCFOCPA firm onlyOutsourced accountingOwner-managedOther
Primary Financial Challenge * Month-end closeCash flowForecastingBudgetingKPI reportingProfitability analysisFinancial visibilityWorking capitalCapital planningManagement reportingBusiness modelingOther
How often do you receive financial reports? MonthlyQuarterlyAnnuallyInconsistentlyNot sure
Do you currently use dashboards or KPIs? YesNoSomewhat
Are you seeking Value-Based Management support? YesNoNot sure
Interest in AI-supported reporting or workflow automation YesNoMaybe
Desired Outcome *
Role * —Please choose an option—Business OwnerExecutiveFamily OfficeInvestorOther
Area of Interest * Owner wealth strategyInsurance planningInvestment advisory accessEstate and gift planning coordinationTrust planning coordinationBusiness transition planningAsset protection coordinationLegacy planningTax-aware planning coordinationNot sure yet
Do you currently work with a wealth advisor, attorney, insurance advisor, or tax advisor? YesNoSome but not all
Are you considering a business transition or exit in the future? YesNoPossiblyNot sure
Briefly describe your planning goals *
Preferred Follow-Up Method * EmailPhoneEither
This form is for general inquiry purposes only and does not create an advisory, investment, legal, tax, insurance, fiduciary, or client relationship. Certain services may require properly licensed professionals, authorized providers, registered platforms, or strategic partners.
Number of Employees —Please choose an option—1–1011–2526–5051–100101–250251+
Area of AI Interest * Agentic workflowsSOP documentationBest-practices documentationTraining systemsSales automationOperational workflow automationFinancial reporting workflowsHR / workforce workflowsKnowledge managementCompany-wide integrationNot sure yet
Current AI Usage * —Please choose an option—No current usageLimited experimentationSome team usageDepartment-level usageCompany-wide usage
Primary Challenge * We do not know where to startWe need SOPs documentedWe need workflow automationWe need trainingWe need integration supportWe need governance and best practicesWe need measurable use cases
