ZATEGIC Strategic Assessment

ZATEGIC STRATEGIC ASSESSMENT

Let’s identify where you currently stand and what support will move you forward most effectively.

This assessment is designed to help us understand your current situation, pinpoint key challenges, and match you with the right ZATEGIC solutions — whether you are starting something new, looking to organize your finances, improve credit, plan for taxes, access funding, or position yourself for long-term growth.

It takes about 8–10 minutes to complete. For the best experience, please complete this assessment on a laptop or desktop computer, as some fields may not display properly on mobile devices.

Please answer each question as accurately as possible — your responses help us evaluate your position and recommend the most effective next steps based on your goals and priorities.

All submissions are reviewed privately by the ZATEGIC Advisory Team. Your information is never shared or sold and is used solely to assess your needs and guide your customized strategic roadmap.

You will receive follow-up communication with next-step instructions once your assessment has been submitted.

SECTION 1: BASIC INFORMATION | ZATEGIC STRATEGIC ASSESSMENT

Let’s begin with your contact details so we can properly process your submission and follow up with next steps.

First Name *

Last Name *

Email *

Mobile Phone Number *

Preferred Method of Contact *

Best Time to Contact You *

SECTION 2: YOUR LOCATION | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand your location and any general geographic factors relevant to your business.

Country where you currently live? *

City / Town / Municipality (where you currently live)? *

State / Province / Region (where you currently live)? *

Zip Code / Postal Code (where you currently live)? *

SECTION 3: REFERRAL SOURCE | ZATEGIC STRATEGIC ASSESSMENT

Please let us know how you found ZATEGIC. This information is used for internal tracking and outreach purposes only.

How did you hear about ZATEGIC? *

If from Social Media, which channel? *

If referred by a business associate, please tell us who we should thank. Please provide their name, email, and phone number: *

If referred by a family member or friend, please tell us who we should thank. Please provide their name, email, and phone number: *

If from an event, please tell us which event, along with the date and location: *

If other, please specify how you found ZATEGIC: *

SECTION 4: PRIMARY SERVICE INTEREST | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand what type of support you are currently seeking so we can guide you to the most relevant next steps.

Please tell us what brought you to ZATEGIC today — which of the following best describes what you are currently looking for help with? (Select all that apply) *

Financial cleanup or organizing my finances
Business funding or capital access
Business formation or structuring
Business credit building or improvement
Business strategy and foundation
Branding and positioning
Marketing and lead generation
Sales and conversion optimization
Operations, systems, or automation
Scaling or growth strategy
Tax strategy or planning
Personal credit improvement
I’m not sure yet

SECTION 5: BUSINESS STATUS | ZATEGIC STRATEGIC ASSESSMENT

Tell us about your current situation so we can better understand where you are in your business journey.

Do you currently own a business? *

What best describes you? *

SECTION 6: BUSINESS GOALS (PRE-STARTUP) | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand your ideas, direction, and what you’re looking to accomplish as you move forward.

When are you planning to start your business? *

Do you already have a business idea or are you still brainstorming? *

What do you need help with right now? (Select all that apply) *

Clarifying my business model
Choosing the right business structure
Branding and website setup
Personal credit build or repair
Business funding preparation or approval
Other

If other, please let us know what else you need help with? *

If you could achieve one major breakthrough in the next 90 days, what would it be? *

SECTION 6-1: BUSINESS SNAPSHOT | ZATEGIC STRATEGIC ASSESSMENT

Provide an overview of your current business so we can better understand how it is structured and operating.

What is your business name? *

Do you have a website? *

If yes, provide website URL: *

Which type of entity do you currently have? *

If Other, provide the type of entity you have: *

Which State is your business registered in? *

If your business is registered outside the United States, please specify the state, province, or region of formation: *

How long have you been in business? *

What is your average monthly revenue? *

SECTION 6-2: CHALLENGES & NEEDS | ZATEGIC STRATEGIC ASSESSMENT

Help us understand the areas of your business that may need attention or improvement.

What are your biggest challenges? (Select all that apply) *

Organizing my finances
Separating my business and personal finances
Lack of organization or systems
Weak or inconsistent marketing
Not enough leads or sales
Limited cash flow or access to business funding
Poor or no business credit
Poor or no personal credit
Need to build or restructure a team
Need better tax strategy or financial planning
Need to fix credit report errors
Need to build new credit to qualify for funding

If you could fix just one of these areas first, which would make the biggest difference in your business right now? *

SECTION 6-3: BUSINESS STRUCTURE & COMPLIANCE | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand how your business is currently set up and maintained from a structural and compliance standpoint.

Which of the following best describes your current business structure status? *

Do you need help with any of the following? (Select all that apply) *

Choosing the right business structure
Filing or updating business formation documents
Creating or updating operating agreements or bylaws
Setting up EIN, business address, phone, or licenses
Staying compliant by filing annual reports or renewal documents
Maintaining proper records, corporate minutes, resolutions, and compliance binders
Preparing corporate resolutions or meeting minutes for funding or compliance purposes
Keeping business documentation organized for lenders, investors, or audits
None of the above

SECTION 6-4: BRANDING & MARKETING | ZATEGIC STRATEGIC ASSESSMENT

Tell us about your current brand presence and how your business is positioned and marketed.

How would you describe your current brand presence? *

What do you need help with? (Select all that apply) *

Logo or brand identity design
Website design
Social media strategy or content creation
Marketing automation and email campaigns
Brand audit or rebranding
None of the above

SECTION 6-5: BUSINESS CREDIT & FUNDING | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand your current position in relation to business credit and access to funding.

Have you started building business credit? *

Do you currently have business credit cards or funding? *

What are your funding goals? (Select all that apply) *

Startup or working capital
Business credit cards or lines of credit
Vehicle or equipment funding
Real estate or large project funding
Not sure yet

SECTION 6-6: SALES & OPERATIONS | ZATEGIC STRATEGIC ASSESSMENT

Provide insight into how your business operates and how you currently generate and convert opportunities.

Do you have a clear sales process to convert leads into paying customers or clients? *

What do you feel is missing most in your sales or operations process? *

Which of the following areas do you need or would like to improve? (Select all that apply) *

Lead generation and nurturing
Sales automation or CRM setup
Standard Operating Procedures (SOPs)
Team onboarding and training systems
Virtual assistant or administrative support
None of the above

SECTION 6-7: SCALING & TAX STRATEGY | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand your growth priorities and how you are currently approaching long-term planning.

What are your top priorities over the next 12 months? (Select all that apply) *

Increase revenue and scale my business
Create multiple income streams
Hire or outsource to grow capacity
Minimize taxes and improve profitability
Expand into new markets or add locations

Do you currently have a tax plan or strategy for your business? *

SECTION 6-8: PERSONAL CREDIT & READINESS | ZATEGIC STRATEGIC ASSESSMENT

Your responses here help us understand your current financial position and overall readiness.

Do you need help improving or repairing your personal credit? *

What is your approximate credit score range? *

SECTION 7: FINANCIAL HEALTH & RECORDS | ZATEGIC STRATEGIC ASSESSMENT

ZATEGIC, your financial records are not viewed as simple bookkeeping—they are the foundation for tax strategy, funding eligibility, and business scalability. This section helps us assess the current condition, accuracy, and reliability of your financial data.

Which type of finances do you need help with? *

How would you describe the current state of your financial records? *

Are your financial records currently up to date? *

Do you currently maintain accurate financial reports (such as Profit & Loss or tracking of income and expenses)? *

Do you regularly review or reconcile your accounts (bank, credit cards, etc.)? *

What system do you currently use to manage your finances? *

Do you currently separate personal and business finances? *

How confident are you in the accuracy of your financial records? *

Have you experienced any of the following? (Select all that apply) *

Difficulty preparing taxes
Uncertainty about profitability or income
Inconsistent financial records
Missing or incomplete records
Difficulty qualifying for funding
None of the above

Based on your current financial situation, would you like support organizing, cleaning up, or restructuring your financial records? *

SECTION 8: SUPPORT PREFERENCES | ZATEGIC STRATEGIC ASSESSMENT

ZATEGIC offers different ways to support you based on your needs and preferred level of involvement. This section helps us understand what you’re most comfortable with.

What type of support are you most interested in at this time? *

Would you be interested in a structured membership program that provides ongoing guidance, training, and support to help you build, manage, and scale your business across all key areas of growth, including strategy, operations, marketing, sales, credit, funding, and tax strategy? *

SECTION 9: READINESS, TIMELINE & INVESTMENT | ZATEGIC STRATEGIC ASSESSMENT

This section helps us understand your timing, level of readiness, and general expectations moving forward.

How soon do you want to start working on your business goals? *

What budget have you set aside? *

Are you prepared to invest in professional services? *

Have you ever invested in professional business services before? *

What is your current financial readiness? *

How soon do you want to see measurable results in your business? *

Are you the primary decision maker? *

If no, who else is involved? *

ACKNOWLEDGMENT AND CONSENT

By submitting this form, you acknowledge and agree that the information provided will be used by ZATEGIC to evaluate your needs and prepare recommendations.

You consent to being contacted regarding your submission, and you understand that any guidance provided is for informational and advisory purposes only and does not establish any legal, tax, or financial advisory relationship.

Acknowledgment and Consent *

I agree to the acknowledgment and consent terms and authorize ZATEGIC to contact me regarding my submission.

SECTION 10: FINAL MESSAGE | ZATEGIC STRATEGIC ASSESSMENT

Thank you for completing your ZATEGIC Strategic Assessment.

Please click the “SUBMIT” button below to complete your submission and have your responses reviewed by our advisory team.

You will receive an email shortly with next steps, including how to schedule your 15-minute strategic review call.

Please be sure to check your inbox (and spam folder) for further instructions.

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