Tailored Strategic Assessment (TSA) Form – Tailored Intelligence Agency

Name*

Email*

Phone Number

Message*

Preferred Contact Method

Phone

Text

Company Name (if applicable)

Position/Title (if applicable)

What Industry is your business in?

How long has your business been operating?

Number of employees

Describe your primary business goals for the next 6-12 months:

What challenges are you currently facing in your business?

Have you implemented any AI or digital strategies in your business? If yes, please describe:

What are your top 3 personal or professional goals?

What obstacles are preventing you from achieving these goals?

How do you envision TIA helping you reach your goals?

To help us tailor our services to your unique needs, please complete this brief personality assessment. You may also provide any personality test results (e.g., Myers-Briggs, DISC, Enneagram) if you have them. How would you describe your decision-making style? (Analytical, Intuitive, Balanced, Other):

How do you prefer to receive information? (Detailed reports, Summaries, Visual presentations, Other):Short answer

What motivates you in your personal and professional life? (Recognition, Achievement, Impact, Other):Short answer

If applicable, please share any personality test results or insights:

What strategies or tools are you currently using to achieve your business or personal goals? Please list any software, methodologies, or approaches you rely on

What has been your experience with AI, digital marketing, or other tech-driven strategies so far? (Positive, Neutral, Negative) Please elaborate

Where do you see yourself or your business in the next 5 years? What would success look like to you?

What are the most important outcomes you hope to achieve by working with TIA? (Examples: increased revenue, personal growth, streamlined operations):

Who else, if anyone, will be involved in the decision-making process? Please specify their role and how they will influence the project:

How do you typically make decisions? (Quickly with instinct, Slowly with data, Collaborative with a team, etc.):

How are you currently prioritizing resources for this type of solution?: Short answer

How do you view investment in professional or business development? (Essential, Optional, Depends on ROI, etc.):

What are your expectations from TIA in terms of communication, reporting, and results? (Regular updates, Quarterly reviews, etc.):

Do you have any specific preferences in how you’d like to work with us?

What specific services are you interested in? (Check all that apply):

Business Growth Strategies

Personal Development Coaching

AI Integration for Businesses

Website Development

Ebooks and Educational Resources

Other (Please specify):

Is there any other information you'd like to share with us that would help us better understand your needs?

How did you hear about TIA?

Please indicate your preferred time for a consultation call (Morning, Afternoon, Evening):

Time Zone:

Tailored Strategic Assessment (TSA)

The Tailored Strategic Assessment (TSA) is your first step towards transformative results. Our TSA process is designed to understand your specific needs, goals, and challenges, allowing us to craft the most effective AI-driven solutions for you.