This is not a sales form.
The Reality Check exists to make your current reality visible — without noise, ego, or guesswork. Answer honestly. There are no "right" answers — only accurate ones. By submitting this, you agree to clarity first.
Let's start with the basics.
First up, what's the name of your business?
Website
Your business website URL (optional)
Primary Contact Name
Who should we address our response to?
Email Address
Where should we send your OSI results?
Phone Number
Best number to reach you
Your Role
What is your position in the business?
City + State
Where is your business based?
Time Zone
Your operating time zone
Preferred Contact Method
How do you prefer we reach you?
Years in Operation
How long has the business been running?
Team Size
Including contractors and part-time staff
Revenue Range
Approximate annual revenue
Business Type
What best describes your business model?
Delivery Model
How do you primarily deliver value?
If I ask "What are we optimizing for right now?" the answer is:
Pick the option that is most true today.
The top 3 priorities for the next 90 days are:
When something goes wrong, we can usually point to:
Our meetings and check-ins feel:
The owner/leader's time is spent mostly on:
Decision rights are:
When someone makes a mistake, we:
Role clarity is:
Accountability is enforced through:
Delegation typically looks like:
Our core operations are run by:
When we hire/onboard, a new person becomes competent in:
Quality control is:
We track work using:
When priorities change, we:
Financial visibility is:
KPI visibility is:
Our tools stack feels:
Information "source of truth" is:
When we need an answer (status, numbers, owner approvals), it takes:
Problems repeat:
When the leader steps away for 3–5 days:
Client/customer delivery is:
Communication in the business is:
Capacity planning is:
What breaks first when you step away?
Be specific — this is your most valuable answer.
What do you find yourself re-explaining repeatedly?
What feels busy but not strategic right now?
What outcome would make you say "this was worth slowing down for"?
Are you the final decision-maker?
If shared/no, who else must approve?
(Enter N/A if you are the sole decision-maker)
If we confirm structural leaks, are you prepared to invest in a paid diagnostic?
How fast can you act on recommendations?
Are you willing to change the system (not just "try harder")?
One Last Thing
The Reality Check is not a guarantee of ongoing engagement. It is a commitment to clarity — first.
You're ready.
Review and submit your Reality Check. We'll calculate your OSI score and be in touch.