A note before you begin. The Maestro Business Readiness Assessment is a preliminary intake used to understand business stage, readiness, operating needs, and potential next steps. It is not a legal review, compliance review, audit, consulting session, recommendation, or advisory engagement. Do not submit confidential reports, customer or patient information, employee information, banking information, passwords, POS credentials, METRC credentials, or regulated system access.
Section 1 — Contact & Business Basics Quick contact details so Maestro can follow up.
Section 2 — Business Stage & Client Type Routing Helps Maestro understand where you are in the operating cycle.
Choose one One operating location One location preparing to open Two to three operating locations Four or more operating locations One location plus planned expansion Multiple markets or states Acquisition / investment review Not sure yet Other / not listed
Choose one Owner / license holder / investor / final decision-maker Member of ownership group or executive decision-making team Operator / GM / director who can bring ownership into the process Advisor, consultant, or vendor supporting the decision-maker Team member researching options for leadership No clear decision-maker is involved yet Other / not listed
Section 3 — Operating Need & Current Condition Focuses the conversation on what matters most right now.
Choose one Stable and ready to improve Growing, but systems are not keeping up Sales are flat or inconsistent Sales are declining Margin or COGS pressure is a concern Inventory, menu, or vendor issues are creating pressure Leadership, staffing, or accountability is inconsistent Launch timeline is approaching and systems need to be ready Multi-location consistency is the main challenge We are evaluating an opportunity and need an operator's view We need reporting, dashboards, or better visibility before making decisions Not sure yet Other / not listed
Choose one We have tested changes, reviewed results, and need deeper outside perspective We have made changes, but execution or accountability has been inconsistent We know the issues, but leadership or ownership is not fully aligned We have discussed changes but have not taken meaningful action yet We have not tried much yet and are looking for direction This is a launch, investor, or planning situation, so we have not operated yet Not sure yet Other / not listed
Section 4 — Readiness, Authority & Alignment Helps Maestro understand timing, authority, and expectations.
Choose one Immediate - 0-30 days Soon - 30-90 days Planning window - 3-6 months Longer-term planning - 6-12 months No defined timeline yet Other / not listed
Choose one Budget or approval exists if there is strong alignment We can approve if the scope, value, and timing are clear We need ownership, partner, board, or investor approval first We are interested, but budget is not ready yet We are looking for free advice only right now Not sure yet Other / not listed
Choose one Yes, we can provide relevant reports under confidentiality terms / NDA Yes, but ownership, legal, or partners must approve first We have limited reporting access and may need help identifying what to pull We are not comfortable sharing sales, inventory, margin, labor, vendor, or marketing data Not sure yet Other / not listed
Choose one Decisions are made promptly by ownership or leadership, and execution follows Decisions are collaborative, but alignment can take time Decisions require multiple stakeholders and can be slow to finalize Decisions are often delayed due to differing viewpoints or unclear authority We are still establishing our decision-making structure Not sure yet Other / not listed
Choose one We want an operator-led assessment, findings, and roadmap We want help understanding what is happening before deciding next steps We want a roadmap and may want execution support after We want ongoing advisory or execution support if there is alignment We want dashboards, reporting, or AI-enabled operating visibility We want a quick answer or recommendation before committing to a paid process We want someone to fix issues without ownership or leadership involvement We are mainly price shopping or exploring options Not sure yet Other / not listed
Section 5 — Additional Context Optional final field for anything else you'd like Maestro to know.
By submitting, you acknowledge that Maestro Advisory Group may review your responses to determine whether a Discovery Call & Scope Alignment conversation may be an appropriate next step.
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