Brainforest — Expert Insight

Section 1 of 9About you≈3 min

Name

Email

Current role / how you work in this industry

Years in the industry

Sub-vertical you know best

Company size you know best (annual revenue)

Section 2 of 9The executive's real dashboard≈6 min

We start with your raw view before showing you our framework.

Q1.1 — What 5 numbers does an executive in this industry actually look at every week or month? (Not what they should look at — what they do look at.)

Q1.2 — What single number keeps them up at night?

Q1.3 — What's the most common blind spot — the thing leadership consistently can't see until it's too late?

Section 3 of 9React to our 5-category framework≈5 min

Q2.1 — Rank these 5 categories by how much importance an executive in YOUR industry gives them (1 = most important).

Rank	Category	The executive question
	Economic Impact	Where is the money?
	Operational Improvement	How does work change day to day?
	Decision Quality	Can managers see and act sooner?
	Organizational Capacity	Can we scale without adding drag?
	Strategic Control	Does this make the company stronger and less owner-dependent?

Q2.2 — Is anything missing, mislabeled, or wrong for your industry?

Section 4 of 9Validate & rank the levers≈10 min

Q3.1 — Pick your top 5 levers — the ones where the most money or risk really lives. Then rank those 5 (1 = biggest).

0 of 5 picked

Q3.2 — Flag any lever that is overrated or wrong as a headline metric in your industry. Tell us why.

Q3.3 — What lever is missing from this list?

Section 5 of 9Benchmarks & trusted sources≈7 min

For your #1 and #2 ranked levers from Section 4.

Your #1 lever

Pick and rank your top 5 in the lever section first.

Q4.1 — What does "healthy" look like as an actual number or range? (e.g. "billable efficiency above 85%")

Q4.2 — What does "in trouble" look like?

Q4.3 — What source, association, software platform, or rule of thumb would an executive actually trust for that benchmark? (e.g. an industry association report, a major industry software vendor's data, a known consultant's rule of thumb)

Your #2 lever

Pick and rank your top 5 in the lever section first.

Q4.1 — What does "healthy" look like as an actual number or range?

Q4.2 — What does "in trouble" look like?

Q4.3 — What source, association, software platform, or rule of thumb would an executive actually trust for that benchmark?

Section 6 of 9The software stack≈5 min

This tells us which platforms to reference when we interview executives, so the conversation speaks their language.

Q5.1 — What software platforms are STANDARD in your industry? List the 3–5 you see most.

Q5.2 — For companies in the $5M–$25M range, which platform is the clear market leader (if any)?

Q5.3 — What do companies typically run ALONGSIDE the main platform? (accounting, payroll, phones, CRM, scheduling, estimating — name names)

Q5.4 — Despite all that software, where does critical information STILL live in spreadsheets, paper, texts, or someone's head? (This is gold for us — be specific.)

Section 7 of 9Where AI help is credible≈7 min

For each area, rate how credible AI-driven improvement is to an executive in your industry: 1 = "they'd laugh" → 5 = "they already want this". Comment optional.

Operations / field or floor execution

Sales & marketing / revenue capture

Customer service & client experience

Finance, billing & back office

HR, hiring, scheduling & people

Leadership visibility & decision-making

Q6.7 — Describe ONE AI use case in this industry that would make an executive lean forward and say "I want that."

Section 8 of 9The credibility test≈5 min

Q7.1 — When a consultant or report shows an executive a dollar figure ("you're leaving $X on the table"), what makes them BELIEVE it vs. roll their eyes?

Q7.2 — What's an instant red flag that makes a report feel generic or like a sales gimmick?

Q7.3 — Complete this sentence: "I'd know a report truly understood my industry if it mentioned ______."

Section 9 of 9Anything we missed≈3 min

Q8.1 — Anything important about how executives in your industry think, measure, or buy that we haven't asked? (optional)

Q8.2 — Would you be open to a 20-minute follow-up call to go deeper?

30 minutes of your expert brain

Thank you.