clarity-strategy-execution form - Bannister Business Solutions

Thank you for booking your session!

To help us make the most of your time, please complete the following intake form.
👉 This step is required after you schedule your strategy session.

Your responses will allow us to tailor the session to your specific challenges and goals.

Client Strategy Session

Full Name(Required)

Business Name(Required)

Email Address(Required)

Phone Number

Website (if applicable)

Industry

Business Snapshot

Briefly describe your business

Number of employees/team members

Years in operation:

Annual revenue range

Current Operational Status

What are your top 2–3 operational challenges right now?

Are there specific systems, processes, or departments you feel are underperforming?

What would success look like 6 months from now?

Decision Readiness

Are you looking to bring in external support within the next 90 days?

Who else will be involved in decisions related to operational strategy or leadership support?

What made you interested in a strategy session at this time?

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