Strategy Intake Form

This intake is the first step in the Thavma Strategy Blueprint process.

It helps us understand how your business grows today, where momentum breaks across the customer journey, and what outcomes leadership is aiming to achieve.

Your responses allow us to begin diagnosing the growth system behind your business before our kickoff meeting.

Estimated completion time: 45–60 minutes.

Introduction

Thavma Consulting Strategy Blueprint Intake

Founder Reflection & Strategic Context

We begin with a few reflection questions to understand how you currently see the growth challenge.

1. Which statement best describes your current growth challenge? Select the option that best reflects your situation.

We struggle to clearly explain the value of what we do

People show interest but deals stall or take too long to close

Not enough of the right people know we exist

Marketing activity exists but feels scattered or inconsistent

We are entering a new growth phase and need a clear strategy

Growth is happening but feels unpredictable or difficult to scale

I'm not entirely sure where the problem is

2. If customers fully understood your value, what would change?

3. What feels harder about growing this business than it should?

4. What prompted you to seek strategic support right now? Select all that apply.

Growth has stalled or slowed

Preparing for scale

Launching a new product or service

Fundraising or investor expectations

Competitive pressure

Internal misalignment

Other

5. Why is now the moment to address this?

6. What happens if this challenge is not solved in the next 6–12 months?

7. What outcome are you hoping this engagement will achieve?

Business Snapshot & Growth Goals

8. Which best describes your company’s stage?

Pre-revenue

Early traction

Growth / scaling

Mature / optimization

9. Approximate annual revenue range

Pre-revenue

Under $1M

$1–5M

$5–10M

$10M+

10. Team size (full-time employees)

11. Do you currently have internal marketing leadership?

Part-time

Full-time

If yes, describe the role.

12. What are the most important outcomes you want to achieve in the next 12 months?

13. What specific metrics would define success 12 months from now?

14. Where do you want the business to be 24 months from now?

15. What major initiatives are planned over the next 12–24 months?

Business Model & Market Landscape

16. What do you primarily sell?

Software / SaaS

Diagnostics / technology

Physical products

Services / consulting

Combination

17. What is your typical average deal size?

18. What is your typical sales cycle length?

Less than 1 month

1–3 months

3–6 months

6–12 months

12+ months

19. Who is typically involved in the buying decision?

20. Who are your primary competitors? (List 3–5)

21. Where do competitors consistently outperform you today?

22. Where should your real advantage be — even if it is not fully realized yet?

23. Where do prospects most often compare you to competitors?

Customer Reality & Customer Journey

24. Three customers you would clone if you could. Include the company (if possible), buyer role, and why they are a strong fit.

25. Two customers you lost or churned. Why did they leave?

26. What problem are customers actually hiring you to solve?

27. Why do deals stall or prospects say no?

28. Where do most new opportunities originate today?

Referrals

Founder network

Sales outreach

Content or thought leadership

Events or conferences

Paid marketing

Other

29. Where does momentum most often break in the customer journey?

Awareness

Interest

Trust / credibility

Sales process

Internal approval

Implementation

Retention

30. What proof currently helps prospects trust you? Select all that apply.

Case studies

Testimonials

Data or measurable outcomes

Research or validation

Product demos or trials

Referrals

None consistently

Marketing, Pipeline & Systems

31. If a prospect had 30 seconds to describe your brand, what would they say today?

32. Which marketing channels are currently active? Select all that apply.

Website

Email or newsletter

Sales outreach

Events or conferences

Paid marketing

Other

33. What has worked best in generating leads or interest so far?

34. What feels most broken or frustrating about your current marketing?

35. What does your current pipeline look like? Approximate size, stages, and average deal value.

36. Which metrics do you actively track today? Select all that apply.

Revenue

Pipeline value

Leads or opportunities

Conversion rates

Customer retention

Customer acquisition cost (CAC)

Lifetime value (LTV)

None consistently

37. What are the 1–3 metrics you most want to improve during this engagement?

38. What systems do you currently use? CRM, Marketing / Email Platform, Analytics / Reporting Tools, Other tools

39. Are there gaps in your data or reporting that make it difficult to measure marketing performance?

40. What internal constraints could limit execution? Examples: time, team capacity, budget, or decision-making.

41. What assumption about your business or market would you like us to challenge?

42. What do you believe is true about your business today that may actually be limiting growth?

Final Reflection

43. If everything went right in the next 24 months, what would your company become known for?

Consent

By submitting this form, you confirm that the information shared may be used by Thavma Consulting to prepare strategic recommendations and guide the engagement.

I agree

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Strategy Intake Form

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