Scale Partner Intake Form
FacilityCoach
Profit First Operating System™
Program
12-Month Advisory
Target
$1M → $5M Scale
Classification
Confidential

This form is the foundation of everything we build together. Your answers give us the full picture of where you are today, where you want to go, and what's standing in the way. Be direct. Be specific. The more honest and detailed you are here, the faster we move. There are no wrong answers — only incomplete ones.

01
Owner Profile
Who you are and what you're building toward
What is your role inside the business right now? *
Check all that apply
How many hours per week are you currently working IN the business? *
Of those hours, what % is revenue-generating vs. administrative / operational? *
If you stepped away for 2 weeks with no phone — what would break? *
Be specific. List the functions, not just "everything."
02
Business Snapshot
Your current financial and operational reality
Break down your revenue by stream: *
Revenue Stream Est. Monthly $ % of Revenue
Private / Semi-Private Lessons (1:1 or 2:1)
Group Training / Team Sessions
Membership / Monthly Recurring
Camps & Clinics
Cage Rentals
Retail / Equipment
Digital / Online Programs
Other
What does your monthly revenue look like month-over-month? Consistent, seasonal, or unpredictable? *
What are your top 3 fixed monthly expenses?
What is your approximate profit margin today?
03
Offer Architecture
What you sell, how you price it, and who buys it
List your current active offers with pricing: *
Offer / Program Name Price Point Duration # Active Clients
What % of your clients are on recurring monthly membership vs. pay-as-they-go? *
What is your average client lifetime value?
What is your highest-priced offer? Why does it exist at that price point? *
What offer would you ELIMINATE tomorrow if you could? Why does it still exist? *
This is usually where a lot of your time goes for the least return.
04
Client Acquisition
How new clients find you and how you close them
How do most new clients find you today? *
Check all that apply — rank your top 3 (1 = highest volume) in the notes below
What does your current sales process look like from first contact to signed client? *
Walk us through step by step — DM, call, tour, trial, close, etc.
Do you have a defined follow-up sequence for unconverted leads?
What's the #1 reason a qualified prospect DOESN'T sign with you?
05
Client Retention & Experience
How long clients stay and why they leave
Why do clients leave? *
Check all that apply — put a ★ next to the top reason
Do you have a formal onboarding experience for new clients?
How confident are you that clients would refer a friend right now?
Would NOT referWould absolutely refer
What happens when a client goes 2+ weeks without showing up? Do you have a re-engagement process?
06
Team & Operations
Who's running what and how the business actually functions
List everyone currently involved in running the business: *
Name Role Responsibilities FT / PT / 1099 Can operate w/o you?
What are you currently doing that ONLY you can do? *
Not what should be true — what IS true right now.
What systems or SOPs are documented vs. living in someone's head?
What technology / software are you currently using?
What's the single biggest operational bottleneck — the one thing that, if fixed, would create the most relief? *
07
Marketing & Content
Your brand presence, content output, and audience reach
Describe your current content strategy in 1–2 sentences. If you don't have one, say that.
Are you currently running paid advertising?
What marketing effort has produced the BEST results for you historically? *
What marketing effort has been the biggest waste of time or money?
08
Financial Picture
The numbers that determine your freedom

The Freedom Number: How much do you need invested to live your desired lifestyle without working?
Formula: Annual Lifestyle Cost ÷ 0.04 = Freedom Number
Example: $200K/year lifestyle = $5,000,000 invested. Everything we build is reverse-engineered from this number.

Are you working with a financial advisor or CPA who specializes in business owners?
On a scale of 1–10, how confident are you in the financial health and visibility of your business?
Flying blind / no visibilityFull clarity / total confidence
09
The 4 Dimensions
Your whole life — not just your business

A business that works is only part of winning. We want to understand your full picture so the plan we build actually serves your life — not just your P&L.

💼 Business
Where do you want this business to be in 3 years? *
Revenue, team size, your role, model — be specific.
What does a $1M+ business mean to you personally?
💪 Body
How is your physical health and energy holding up right now?
What's your one health / body goal over the next 12 months?
❤️ Connection
Is the business hurting your most important relationships? Be honest.
What does 'winning' look like in your family / relationship life 12 months from now?
🧠 Personal / Spiritual
What personal or spiritual disciplines do you currently practice consistently?
What's one area of personal growth you've been neglecting?
10
Growth Constraints & Readiness
What's in the way and how ready are you to move
What is the single biggest constraint preventing you from scaling right now? *
What have you already tried that hasn't worked? *
Be specific — what did you invest in, what was the outcome?
What does your ideal week look like 12 months from now? *
What are you doing? What are you NOT doing? Where are you spending time?
What does scaling to $3–5M actually mean to your life? What changes? *
How ready are you to make changes — even uncomfortable ones — to reach your goals?
Not ready / risk averse100% committed / let's go
Is there anything else we need to know before we start building your plan?
Context, history, non-negotiables. This is your space. Say what needs to be said.

What Happens Next

Once we receive your completed intake, your advisory team will review everything before your first strategy session. Come prepared to go deep. We will.

FACILITY COACH
facility-coach.com  ·  Profit First Operating System™  ·  Confidential
Your information is confidential and will only be seen by the Facility Coach advisory team.
✓
Intake Received
You'reIn the Room.
Your intake has been submitted to the Facility Coach advisory team.
We'll review everything before your first session.
Expect a confirmation and next-step details within 24 hours.
01
Advisory Review

Collier and the team will go deep on your intake before you ever get on a call. No wasted time.

02
Strategy Session Scheduled

You'll receive a booking link to lock in your first 90-minute strategy session.

03
The Build Begins

From session one, we're building — not just planning. Your Profit First Operating System starts here.

FACILITY COACH
facility-coach.com  ·  Profit First Operating System™