Business Stack Finder

Business profile

Basic information gives context to the recommendations. We do not ask for SSNs, EINs, bank credentials, card data, or underwriting documents.

Business name

Your name

Email

Phone optional

Website optional

Industry

Years operating

Approx. annual revenue optional

Team and money movement

These questions identify where payroll, payments, or financing may deserve attention.

1. How many employees does the business have?

2. How do customers usually pay you?

Mostly card paymentsInvoices / ACH / checksOnline payment links / ecommerceCash or mixed methods

3. Which best describes payroll today?

No payroll neededExisting system works wellManual / spreadsheet processProblems / considering a switch

4. Do you expect a funding need?

No current funding needWorking capitalReverse consolidation / multiple existing positionsExpansion / other financing

Sales and customer workflow

Now we look for avoidable manual work and dropped opportunities.

5. How are new leads captured and followed up?

CRM with consistent follow-upSpreadsheet / manual trackingInbox / texts / memoryNo real system

6. How do customers give you the information needed for a quote or appointment?

Standard online formText / email / phone / paperInconsistent processNo standard intake

7. Which best describes accounting and invoicing?

Integrated system works wellManual / spreadsheet workflowDisconnected tools / duplicate entryInvoicing / reconciliation problems

8. What is the single biggest operational problem right now?

Review and consent

Your results are an operational prioritization, not underwriting or a guarantee of savings, approval, or provider fit.

9. What would a useful next step look like?

Self-serve guidanceA Black Summit reviewExplore funding if relevant

10. When are you looking to improve the business stack?

NowWithin 30 daysWithin 90 daysJust researching

No information is shared with a third-party provider from this workflow. Partner-sharing consent must be collected separately before any future referral.

Business profile

Team and money movement

Sales and customer workflow

Review and consent

Next steps for your business

Top Priority

Secondary Opportunities

No Action Needed