Gainpoint — Business Intake

Section 1 of 5

You & Your Business

The basics — who you are and what you do.

Full name

Phone (optional)

Your role

Company name

Website (optional)

Industry

In one or two sentences, what does your company do?

Section 2 of 5

Revenue & Financials

We need a clear picture of your numbers. Estimates are fine — precision comes later.

Annual revenue (trailing 12 months)

How do you generate revenue?

Revenue trend (last 12 months)

Estimated net profit margin

What are your top 2-3 expense categories?

List the categories that take up most of your budget.

Section 3 of 5

Team & Operations

How your business runs day to day — who does what, and where things slow down.

Total team size

Contractors / freelancers?

Which departments or functions do you have in-house?

Where do things slow down or break most often?

Think about the tasks or handoffs that cause the most friction.

What tools or software does your team rely on?

List the main ones. This helps us identify redundancies and automation opportunities.

Section 4 of 5

Goals & Constraints

What you're trying to accomplish and what's standing in the way.

What are you primarily looking to improve?

Increase revenue Reduce expenses Improve margins Systematize operations Reduce dependency on me (the owner) Scale without adding headcount

Where do you want revenue to be in 12 months?

What is the single biggest challenge in your business right now?

What have you already tried to solve this?

This tells us what hasn't worked so we don't repeat it.

Section 5 of 5

AI & Readiness

Where you stand with AI today and how ready you are to move.

How is your business currently using AI?

Not at all A few people use ChatGPT or similar tools on their own We've built AI into a few specific workflows AI is embedded in multiple departments

Which areas would benefit most from AI or automation?

How soon are you looking to make changes?

Immediately — this is urgent Within 30 days Within 90 days Just exploring for now

How did you hear about Gainpoint? (optional)

Anything else we should know? (optional)

We have everything we need.

We'll review your responses and prepare your Gainpoint Snapshot. Expect to hear from us within 2 business days.