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Identify What’s Working, What’s Getting in the Way, and Where to Focus Next

Growth challenges are not always caused by a lack of opportunity. Often, the real issues are within the business operations, financial performance, leadership, systems, accountability, or too many competing priorities.

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The 360 Strategy Partners Business  Needs Assessment helps us see where your business stands today and which areas may need the most attention.

What the Assessment Helps Us Understand

Your responses help us understand your strategy, operations, leadership structure, and financial performance so we can identify the areas that may be holding the business back or creating opportunities for improvement.

Business Needs Assessment

Before Your Strategy Call

This free, optional questionnaire helps us prepare for your 45-minute strategy call. Share an overview of your business, priorities, and challenges so we can discuss the support that may fit your needs.
 

You can also schedule a strategy call directly without completing this form. We review submissions and respond within one business day.
 

Estimated completion time: 5–7 minutes.

How involved is the owner or CEO in daily operations?
Handles most daily decisions and oversight
Shares daily responsibilities with managers
Focuses primarily on strategy while the team manages daily operations
Not sure or prefer to discuss
Industry

What would you like help with?

Select all that apply:

Services

What is the main business challenge you want to address?


Tell us what prompted you to seek support and what a meaningful improvement would look like over the next 90 days.

Current monthly revenue range

Current monthly revenue range
Less than $50,000
$50,000 to $99,999
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1,000,000 or more
Prefer to discuss during the strategy call

How soon would you like to begin?

Single choice
Immediately
Within 30 days
Within 1-3 months
Within 3-6 months
Just Exploring Options

Preferred contact method:

Single choice
Phone call
Video meeting
Email

Best time to contact you:

Single choice
08:00 a.m. - 12:00 p.m. PT
12:00 p.m. - 5:00 p.m. PT
No preference
Schedule your strategy call (optional)
November 2026
SunMonTueWedThuFriSat
Week starting Sunday, November 8
Time zone: Coordinated Universal Time (UTC)Phone call
Monday, Nov 9
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM

What You Will Get From The Business Needs Assessment

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  • A quick review of your current business priorities and challenges

  • A clearer picture of where support may be needed

  • A more focused and productive strategy call

  • A better starting point for next steps

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