No perfection required. Tell us where you have been, where you are, and where you are going. Your agents need this to build the right foundation — not a generic one.
Where You've BeenWhere You AreWhere You're GoingYour Business
Section 01 of 04
Where You've Been
Tell us your business journey. How did you get here? What have you tried? What worked and what cost you?
Give us the quick origin story. What made you go into business for yourself?
Courses, coaches, ads, websites, agencies, tools, software. What did you buy and what were the results?
Section 02 of 04
Where You Are Right Now
Tell us exactly what your business looks like today — what is working, what is broken, and what is on your mind.
Revenue, clients, team, tools, offers. Give us the current snapshot.
The thing that keeps you up at night. The thing that feels stuck.
Website, social media, CRM, email software, ads, funnels. What is in your stack right now?
Not what you feel you should say. What are you actually considering? Pivoting, scaling, hiring, simplifying, starting over?
Section 03 of 04
Where You Are Going
This is your north star. The more specific you are here, the more accurately your agents can build a foundation that matches the destination.
Revenue, clients, team, lifestyle, freedom. What does success actually look like?
6 Months
12 Months
18+ Months
Not the business goal. The life goal. Time, money, family, faith, impact. What are you really building toward?
Section 04 of 04
Your Business Profile
This is how your agents know which pipeline stages to pre-configure for you. Select your business type and we will show you the foundation we recommend — you can adjust from there.
Select the option that most closely matches how you generate revenue and serve clients.
Your Recommended Pipeline Stages
Give us a rough number. This tells your agents how much pipeline capacity to plan for.
Referrals, social media, ads, walk-ins, cold outreach, repeat business. Be specific.
Think about your lead-to-client journey — before someone signs. Where do prospects go quiet, stop responding, or choose someone else? This is where we focus your automations first.
Special circumstances, a niche you serve, a constraint we should know about, or something you have already tried that did not work.
Sending your brief to the GMT OS team...
✓
Brief Received, Friend.
Your GMT OS Client Brief has been submitted. The team has everything they need to get started.
What Happens Next
1
Your brief has been received by the GMT Chief of Staff.
2
The Chief of Staff will route your project to the correct agents to begin the research and foundation design phase.
3
Watch for a follow-up from the GMT OS team within 24–48 hours with your next steps.
4
If you also completed a Foundation Audit, have that report ready. It gives your agents a head start.