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Name
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Your Role
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Owner / Founder
CEO / President
Executive Leader
Other
Approximate Company Size
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Under $1M
$1M–$3M
$3M–$10M
$10M–$50M
$50M+
What prompted you to book this conversation?
Growth has outpaced our systems
Leadership team needs alignment or development
I feel like the bottleneck
We’re planning for the next phase (scale, succession, exit)
Things are working… but feel heavier than they should
Other
What do you want to leave this conversation clearer or more confident about?
How did you hear about TruNorth Partners?
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Referral
Existing advisor / peer
Content / website
Prior relationship
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Thank you, you’re all set.
We’ve received your intake and will review it ahead of the conversation.
We’ll follow up shortly to connect, or you can choose a time that works for you using the calendar below.
Looking forward to the conversation.
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