CIC initial assessment
⏳ Pending
✅ Likely fit
⚠️ Uncertain
❌ Not a fit
Status
New
📵 Not reachable — tried, no response
➡️ Went with another firm
Contacted
Pending
Qualified
Discovery
Converted
Redirected
Passed
Withdrew
Identified (upsell)
Discussed (upsell)
Proposal sent (upsell)
Won (upsell)
Lost (upsell)
On hold (upsell)
Business name *
Initial inquiry notesAnything received before this call — email, referral message, voicemail, etc.
Will spouse join the discovery call? Select... Yes No Not sure yet
How did you hear about us? * Select... Referred by a client or friend Referred by a professional (attorney, financial advisor, etc.) Let's Grow Networks (LGN) GetNetSet / Online directory Facebook / Instagram / Social media Google search Other
If referred, who referred you?Triggers 24-hour thank-you note.
How much do you know about our firm? * Select... I know quite a bit — I've been following you for a while I've visited your website and have a general idea Not much — I was referred and came straight here Nothing yet — just exploring
Biggest tax or financial pain point *
How long / family impact
Dream outcome — what would optimizing their taxes make possible?
Big win in the next 12 months
#1 goal for the discovery call *
Entity type * Select... Sole proprietor Single-member LLC Multi-member LLC S-Corp C-Corp Partnership Not yet in business
Years in business Select... Less than 1 year 1–3 years 3–5 years 5+ years
Tell us briefly about the business * Example: "Residential cleaning company, 4 employees" or "Realtor with two rental properties."
Real estate ownership Select... No Yes — personal home only Yes — investment / rental property Yes — both personal and investment
Approximate annual gross revenue Select... I don't know 0 - $100K $100K – $250K $250K – $500K $500K – $1M $1M – $5M $5M+
Federal taxes paid last year (est.) * Select... I don't know 0-$10K $10K – $50K $50K – $100K $100K+
Current CPA / tax preparer? * Select... Yes — but looking for something more proactive Yes — and happy with them No — handling it myself No — starting fresh
Current situation * Select... Wants to be proactive — start planning ahead Filing deadline coming up soon IRS notice or back taxes to address Starting a new business — want to get it right Other
Hobbies & interests outside of workSports, travel, family — feeds Step 2 script and Follow Up Hour emails.
If time and money were not a concern — where would they go or what would they do?
