Business Improvement Group (BIG) Member Application

Confidential Business Improvement Group (BIG) New Member Information Form

This short application survey is intended for MSPs who are interested in joining a Business Improvement Group (BIG) run by Taylor Business Group (TBG). Our BIGs enable Members to connect with other business owners, share ideas that work, better understand the drivers of financial success, and develop accountability. The BIGs have a proven track record of producing significant improvements in profitability.

We do not share any client-privileged information or financial data without your permission.

1.Owner's Name?(Required.)

First Name:

Last Name:

2.Please enter your job title:

3.Please enter your primary email address:(Required.)

4.What is your company's name?(Required.)

5.In what year was your company founded?

6.Please enter your company's address(Required.)

Street

Suite/Unit

City

State

Zip code

7.Please enter your phone numbers(Required.)

Company Phone

Mobile Phone

8.How many people does your company employ?(Required.)

Sales (including sales management)

Service (including service management)

Administration (including general management)

9.What were your company's actual revenues (estimated for current fiscal year) for the past two fiscal years? Please enter amount in thousands of dollars ($000). If your business was founded less than two years ago, please enter as appropriate.(Required.)

Current Fiscal Year Revenue (estim.) ($000)

Previous Fiscal Year Revenue ($000)

10.Do you anticipate having other business partners/colleagues from your company participating in the meetings with you?(Required.)

Yes

11.If the answer to Q11 was "yes," please provide the additional participant's information below.

First Name

Last Name

Title

Email Address

Phone Number

12.Please provide location information for additional facilities where your company conducts operations:

City, State, Zip

Other (can enter multiple)

13.Please enter your Service Manager's Information:(Required.)

First Name

Last Name

Title

Email Address

Phone Number

14.If you have someone other than yourself as your Accounting contact, please provide their information.

First Name

Last Name

Title

Email Address

Phone Number

15.If you will have someone other than yourself uploading your information to Roadmap to Profitability (RTP), please provide their information.

First Name

Last Name

Title

Email Address

Phone Number

16.Do you have a written transition plan?

Yes

17.Do you follow any prescribed business operating systems; i.e. EOS, Rockefeller habits, etc.?

18.If you had to pick one, would you maximize personal income or the value of the business?

Maximize personal income

Maximize the value of the business

19.What is your primary Professional Services Automation (PSA) solution?

20.What is your primary Remote Management & Monitoring (RMM) tool?

21.What is your primary Quoting tool?

22.What is your primary Endpoint Security product?

23.How many endpoints do you currently service?(Required.)

24.What is your primary Network Management solution?

25.What is your primary Data Protection/Backup solution?

26.What is your polo shirt size?

Men's

Women's

Shirt Size

400%

Business Improvement Group (BIG) Member Application - 2020

Confidential Business Improvement Group (BIG) New Member Information Form