Section 02
Book of business
Rough percentages are fine — this shapes which service tracks matter most. Aim for the mix to total 100%.
Total: 0% — enter your mix above
Section 03
Technology stack
What you're running today, so we can map integration gaps and automation opportunities.
Other tools in active use (marketing, e-signature, AI tools, etc.)
Where do your systems NOT talk to each other?
Section 06
Vision & the 10-year goal
This is what we build the plan toward. Be specific where you can — numbers help us reverse-engineer the roadmap.
In 10 years, what does this agency look like?
Succession / ownership plans (optional)
Section 07
Review & send
Check this over, then copy or download it to send to your Solvra advisor.
Email to Sarah
Copy to clipboard
Download as text file
Print / save as PDF
"Email to Sarah" opens your email app with the answers pre-filled. If your responses are long, some email apps trim the message — copy or attach the download as a backup.
Copied — paste this into an email to your Solvra advisor.