Name * First Name Last Name Company Name Number of Employees 0 - 25 25 - 50 100 - 250 250+ What's your company's annual revenue? * $1,000,000 or less $1,000,000 to $5,000,000 $10,000,000 to $50,000,000 $50,000,000 + How long have you been in business for? * Less than 2 years 2-5 years 5-10 years 10-15 years more than 15 years In which areas do you believe your company is incurring the highest costs or experiencing the most financial inefficiencies? You may select up to three. Cost of Goods Sold (COGS) Advertising & Customer Aqcuisition Fulfillment & Shipping Software & Subscriptions Labor / Contractors Returns & Refunds Inventory Holding Costs Merchant & Payment Processing Fees Other Are you familiar with any of the personal finance tools like Mint, Monarch, and Rocket Money? (They are digital platforms designed to help individuals manage their money more effectively). Do you see this being useful to manage your business finances? What financial challenges are you currently facing that better visibility or insights could help solve? * How do you currently track your business finances? Open-ended: e.g., “QuickBooks + Google Sheets,” “Accountant handles it,” “Shopify dashboard only” What tools do you use to manage cash flow, profitability, budgeting/forecasting, inventory purchases, and taxes/bookeeping? How confident do you feel about your business's financial health at any given time? (Disagree means don't understand) Strongly Disagree Disagree Neutral Agree Strongly Agree Why do you feel that confident or why not? What parts of your financial operations cause you the most stress or confusion? You may select up to three. Cash Flow Profitability by product Expense tracking Forecasting Paying yourself Managing contracts and renewals Taxes Other Where do you feel like you are losing or wasting money? How do you know if a specific expense (like a subscription, vendor, or agency) is worth it? If you had a financial dashboard that showed you anything — what would be most valuable to see at a glance? (Prompt: e.g., daily profit, cash in/out, margin by product, ad ROAS vs spend, LTV, CAC, pay-yourself planning) What kind of insights would help you make better business decisions? e.g., when to reorder inventory, how much you can spend on ads, when to hire, how much to pay yourself) Would you pay for a tool that gave you financial clarity, profit insights, and helped you reduce wasteful spend? (Y/N + How much would it be worth per month?) Would you prefer: A lightweight app with summaries and alerts A deeper tool with forecasting, modeling, and transaction sync Something in between? Would you pay a consulting firm that helped you save on your biggest expenses, benchmark your spending against similar businesses, and negotiate better terms? (Y/N — If yes, how much would that be worth to you per month?) Who manages contract negotiations and expense reduction initiatives in your business - you, an in-house employee, or someone else? Who manages the finances in your business — you, a bookkeeper, or someone else? Do you feel you have enough information to confidently make big financial decisions (e.g., hiring, buying inventory, scaling ad spend)? We may invite some participants to demo our new product concept. Please provide your email address if you're interested in joining us. Thank you. Thank you!
