DTR Operations Group LLC · Business Assessment

Let's take an honest look at your business.

Tell us where your business is strong, where you feel stuck, and what you want to achieve. This intake provides the background for your paid, personalized DTR diagnostic. Choose your service to open the intake questions.

1 · Choose your DTR service

Diagnostic Only — $149. A founder-reviewed, six-document report covering strengths, opportunities, priorities and a 30/60/90-day roadmap.

Diagnostic + Founder Walkthrough — $399. The full diagnostic plus a separately scheduled, one-to-one conversation with Donald about your findings and next steps.

Focused Fix Sprint — Not currently available. Hands-on implementation support is not open for requests at this time.

Founding-client rates apply to the confirmed engagement only, while available. See Terms of Use. A DTR-issued access code can cover your diagnostic; checking it does not redeem it.

Which service are you requesting? *

Choose a service to see your next step. Online checkout is not currently available. Submitting answers alone does not purchase or generate a report.

Not ready? View the free sample report — no intake required.

About your answers, privacy and access codes

Complete the required fields and share what you can in the optional questions. All answers are sent together for staff review. 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 does not purchase or automatically generate a report. Your engagement must be confirmed before work begins. Want to see the format first? View the sample report.

If DTR provided an access code, you can redeem it on the confirmation page after submitting.

← Not ready yet? Back to DTR Operations Group LLC

The email button opens a draft in your email app. Answers are not saved in the link.

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? *

What ONE decision or improvement would you like this review to help with in the next 90 days?

Where do you want this business to be in a year, and what would that allow you to do personally?

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 DTR should consider?

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? Allow automatic review below to include supported attachments in your assessment. Up to 3 files, 3.5 MB combined.

Allow automatic attachment review for my assessment. I authorize DTR to send my selected files to Anthropic's Claude API, including details visible inside PDFs and images. I have removed unnecessary personal information and prohibited sensitive data.

Automatic review: PDF, DOCX, TXT, JPG and PNG. PDF/images use selected excerpts; unreadable content is flagged. DOC, RTF and Pages require manual handling. Without this permission, files are stored for staff review only. Video and document links are not automatically opened.

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 your intake. This does not authorize a charge or automatically start report generation.

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 Group LLC 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.

Terms of Use

I agree to the Terms of Use (opens in a new tab).

Terms version: 2026-10-09.draft-3. Required to submit; this does not authorize a charge.

Prepared by DTR Operations Group LLC · 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.

Let's take an honest look at your business.

1 · Choose your DTR service

Your selected service

1 · The Basics

2 · What You Do

3 · The Real Talk

4 · The Money

5 · How Can We Help?

6 · Documents (Optional)

AI Processing Consent

Terms of Use