DTR Operations · Business Assessment

Let's take an honest look at your business.

A few focused questions. Your answers go straight to Donald and become a private assessment — where you're strong, where you're leaving money or momentum on the table, and the clearest next moves. No cost, no obligation to fill this out.

The first three sections take about 3–5 minutes — that’s all your free instant read needs. A few deeper (optional) questions follow once it’s ready. Answer what you can — even partial answers are useful. Your answers are used to provide your DTR assessment and related services; authorized technology providers may process them on DTR’s behalf (see Privacy Policy and AI & Data Practices). Submitting is free — you'll get an automated instant read the moment you send it, with the option to upgrade to the full diagnostic afterward. Have an access code? You'll enter it right after you submit — it unlocks the full report at no charge.

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1 · The Basics

Who you are and how to reach you.

Your name *

Business name *

Email *

Phone

Website & social media — every place you show up online

List every site or platform you use — website, Instagram, Facebook, Google Business Profile, TikTok, Yelp, whatever applies. One per line. If none yet, write "none yet."

City you operate in

State

This is what makes the legal, risk, and funding parts of your assessment specific to where you actually operate, instead of generic.

2 · What You Do

In your own words, plainly.

What does your business do, and who is it for? *

Industry

How long in business?

Who's your ideal customer, and where do they usually find you?

Is the business registered yet?

State of formation (if different from above)

3 · The Real Talk

The most valuable answers on the whole form. Be honest.

What's working well right now? *

What's frustrating you, or keeping you stuck? *

If you could fix ONE thing in the next 90 days, what would it be?

Where do you want this business to be in a year?

4 · The Money

Rough numbers are fine. This stays private and drives the most useful part of the assessment.

Roughly, monthly revenue right now

Team size (including you)

How do you charge? (pricing, packages, or hourly)

What tools or software do you pay for each month?

5 · How Can We Help?

Optional — check anything you already know you'd want support with.

Website or online presence Pricing & making more per sale Getting more customers Systems & getting organized Business structure, compliance, or tax research A clear plan and direction

Anything else you want Donald to know?

6 · Documents (Optional)

Before you attach anything: upload only documents reasonably necessary for your DTR assessment. Do not upload Social Security numbers, passwords or authentication credentials, full payment-card numbers, full bank-account numbers, medical records, or information you are not authorized to share. If a useful document contains any of those, redact them first or describe the document in a box above instead.

By attaching a document you confirm you have the authority to share it with DTR for this engagement. Already have something written down — a business plan, price list, financials, a menu, or notes? Attach it and it becomes part of your assessment. PDF or Word works best. Up to 3 files, 8MB each.

Document 1

Document 2

Document 3

Links to online docs (Google Docs, Sheets, Dropbox, etc.)

Using Apple Notes? Open the note, tap Share → Save as PDF, then attach the PDF above — or just copy the text into any box on this form.

AI Processing Consent

Required to submit these deeper questions.

I understand that relevant portions of the information I provide may be processed using third-party artificial-intelligence services, including Anthropic's Claude API, to assist DTR Operations with research, analysis, and drafting. I have reviewed DTR's AI & Data Practices page and understand that a DTR founder reviews paid diagnostic recommendations before delivery.

Prepared by DTR Operations · Donald & Tiffany Roberts
Your information is used to provide your DTR assessment and related services. Authorized technology providers may process information on DTR’s behalf as described in our Privacy Policy and AI & Data Practices.