What actual financial records, customer data, or organizational charts do we need to upload to our Circle workspace before our first Focus Day with you?

Question

Tyler Smith · Accepted Answer

Before we sit down for our Focus Day, you do not need to spend dozens of hours compiling massive, complex binders of historical data. Over preparing with dense, messy reports actually slows down the onboarding process. We want to start with a clean slate to build your system from the ground up.

You only need to upload three foundational elements to your Circle workspace. First, send your current, unofficial organizational chart. This is not for us to adopt, but to understand how your business is structured today. Second, provide your trailing twelve month profit and loss statement and your current balance sheet. This gives us a baseline of your financial reality. Third, share any existing strategic plan, mission statement, or list of long term goals you have previously written.

Do not worry if these documents are incomplete, messy, or outdated. We will use our first session day to challenge your current structure, establish your Accountability Chart, and begin clarifying your numbers. The work of organizing your metrics starts in the room. Your primary job before the session is to ensure that your leadership team arrives with open minds, ready to be completely honest about where the business is stalling.