Accentum Advisory Partners

Strategic Client Onboarding

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Your Why & Vision

Let's start with what matters most: understanding your goals, challenges, and what success looks like for you.

Why this matters: Your answers shape our entire strategy

In your own words, what's the #1 problem you're hiring us to solve? *

Be honest and specific. This tells us your real pain point.

0/500 characters

How long have you been dealing with this problem? *

What have you tried before to solve this? (Check all that apply) *

This helps us avoid approaches that didn't work for you.

Referrals only (never tried marketing)

Lead aggregators (Checkatrade, Bark, MyBuilder, etc.)

Facebook/Instagram ads (self-managed)

Google ads (self-managed)

Hired an agency (didn't work out)

Hired multiple agencies (none worked)

Other

Why didn't those work? *

Your story of failure helps us build trust and avoid the same mistakes.

What does success look like for you 90 days from now? Be specific. *

This becomes your North Star. Paint a clear picture.

If nothing changes over the next 90 days, what does that cost you? *

Not just money—consider time, stress, opportunity cost, team morale, etc.

On a scale of 1-10, how excited are you right now about getting this launched? *

Not excited (1)5Extremely excited (10)

On a scale of 1-10, how confident are you that you'll actually implement everything we recommend? *

Be honest. This helps us identify and address concerns early.

Not confident (1)5Very confident (10)