Everything starts with an assessment.

Why start with a business assessment?

The problem you notice may not be the whole story. Low profit could come from prices, extra work, or rising costs. A full calendar could hide unclear roles or a task that needs a simpler process.

Before we build a coaching plan, we take time to understand your business. The assessment helps us choose what to work on first and what progress could look like.

What do we look at?

We start with your goals and the way the business runs now. The details depend on your needs. Your coach will explain what to prepare and how to share any private records.

• Your goals: what you want the business to do for you.
• Your time: where your week goes and what needs you most.
• Your team: roles, skills, and choices that get stuck.
• Your work: how clients find you and how jobs get done.
• Your results: the figures you use to track sales, costs, and progress.

What happens after the assessment?

You and your coach use what you learn to choose a focus. You might start with sharing one task, improving quotes, or setting a weekly sales routine. Name a clear goal and agree on how to check progress.

You can ask about the plan, meeting times, and fees before you decide to work together. An assessment helps guide the next step; it does not promise a set result.

What should I bring?

Bring one goal, the questions on your mind, and a few examples of work that feels hard. You can start with the records you have. Your coach will tell you if other details would help.

You do not need to upload private business records to this site. Use the inquiry form to share a short description. The team will reach out to talk about the assessment and next steps.

Is the inquiry form the assessment?

No. The form helps us learn your main goal and how to reach you. The assessment happens with your coach. Ask about its scope, timing, and cost when the team contacts you.

We welcome business owners across the Portland metro. Tell us your city and whether you would like to meet online or in person. We will confirm what is available.