Sprint Intake

Complete before Session 1 — due 5 days before your cohort starts. Your answers customize Session 1 around your business.

Full name

Business name

DBA, if different

Trade(s) / services offered

Service area

Team size

Solo 2–5 6–15 16+

Years in business

Mobile number

Website, if you have one

Phone system (mobile / landline / VoIP)

Invoicing / accounting

Scheduling / calendar

Lead tracking / CRM

Google Business Profile — claimed? Who manages it?

Review platforms you care about (Google, Yelp, etc.)

The 3 admin tasks that eat your nights and weekends — worst first

One real upcoming or recent estimate we can build on in Session 1 (scope, customer type, approximate job value — we work a real job, not a toy example)

How do you talk to your customers? 2–3 adjectives

Cohort session dates

Dates announced at enrollment

Any conflicts or scheduling notes?

Anything we should know? (accessibility needs, who else from your business will sit in, etc.)

Session recordings consent

I consent to both live sessions being recorded. Recordings are shared with my cohort and used for my own review.

Testimonial release consent

I have read and signed the testimonial release (separate document). I understand my results and feedback may be used in AltaPoint marketing as described there.

Data handling consent

I understand what business information I share during the Sprint, why it is needed, and that AltaPoint does not keep my customer data longer than the engagement requires. I will never share passwords by email.

Sprint Intake

Explore

Contact