Apex Clarity Confidential Intake Dossier Your answers determine whether we schedule a private 1-on-1 consultation with our Head of Council. Be direct. Be honest.
Incomplete submissions will not be reviewed.
Section 1 of 4
The Business 01
Company name, industry, revenue, and headcount. Give us the snapshot.
02
What's your role and how long have you held it? Are you the founder, co-founder, or did you inherit this seat?
03
Who else has real power in this company — not a title, actual decision-making authority?
04
What is the single biggest problem in your business right now? Don't dress it up.
Section 2 of 4
The Pain 05
If you vanished for 30 days — no calls, no emails, no Slack — what falls apart first?
07
What have you already tried to fix this? Consultants, coaches, hires, tools — what failed and why?
08
What is this costing you? Not just money. Time, relationships, health, reputation — what's the real price you're paying right now?
Section 3 of 4
The Context 09
Have you faced public controversy, legal adversity, or a personal situation that makes building this company harder than it should be?
You can be as specific or general as you want. This is confidential.
10
Has the traditional business world — investors, advisors, institutions — ever made you feel like you didn't belong at the table? What happened?
11
Why now? What happened this week, this month, or this quarter that made you say "I need to fix this"?
Section 4 of 4
The Outcome 12
If we could solve one thing in the next 90 days, what would change everything for you?
13
Which engagement are you inquiring about?
Select one... The Clarity Cut — Diagnostic ($15K–$35K) The Succession — Full Implementation ($50K–$150K) The Inner Circle — Retained Private Advisory ($5K–$15K/mo) 14
What's your timeline and budget? No judgment — we just need to know what we're working with.
15
Anything else you want us to know before we sit down together? The more context, the better the conversation.
This is your space. Use it however you want.
By submitting, you confirm your responses are accurate. All information is held in strict confidence.