Client Survey Form 1. What best describes your current role? FounderCEO or Executive LeaderCOO or Operations LeaderHead of FinanceHead of HR or People Ops 2. What stage is your business currently in? Stabilizing (addressing risk, compliance, or foundational issues)Scaling (growing revenue and hiring strategically)Preparing for funding, acquisition, or leadership transition 3. What is your company’s current annual revenue? Under $1M$1M–$2.9M$3M–$5M$5M+ 4. How many team members do you currently have? 1–56–1516–3030+ 5. What are your top priorities right now? (Select up to 3) Cleaning up financials or HR complianceBuilding a team and hiring more effectivelyImproving internal systems and visibilityPreparing for funding, sale, or transitionDelegating operational responsibilities 6. What are the biggest things holding you back right now? No clear growth or revenue strategyUnreliable financial reportingLack of consistent HR practicesNot enough time to focus on strategyWrong people in the wrong rolesNo CRM or structured sales process 7. What kind of relationship are you looking for with a partner like Hoist? Implement fast — we need tractionBuild systems with us — long-term supportAdvise and validate — strategic partnerJust exploring — not ready yet 8. Which of the following describe your current business environment? Resistant to using technology or toolsDoesn’t delegate or outsource wellFrequent leadership turnoverSeeks only hourly/one-off consultingNone of these 9. Have you worked with a consultant or fractional exec before? Yes – it went wellYes – not a great fitNo – this would be our first timeNot sure 10. What would success look like 12 months from now? Would you like to… Book a discovery callReceive a written service recommendationJust join our email list for now Δ
