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Client Survey for OneAccord Book

Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.

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Client Survey for OneAccord

Revenue and Business Model

1

What percentage of your current revenue is recurring or subscription-based?

2

Have you made (or are you considering) a shift from project-based work to recurring revenue?

3

How do you structure contracts—auto-renewals, pre-pays, step-ups—to encourage retention and lifetime value?

4

If you’ve made a revenue model shift, how did it impact your valuation or buyer conversations?

Customer Acquisition and Efficiency

5

What are your current CAC (customer acquisition cost) and LTV (lifetime value) ratios, and how do they compare to your industry’s benchmarks?

6

What parts of your customer acquisition process are automated, and where do you still rely on manual touchpoints?

7

What’s one change you’ve made in your funnel that materially improved conversion or reduced cost?

Data Maturity and Strategic Use

8

How would you describe your ability to track, organize, and act on your internal data?

9

Have you used your data to improve pricing, retention, or customer experience? If so, how?

10

In an investor or buyer conversation, how would you present your data assets or reporting infrastructure?

AI and Automation

11

What business processes have you automated in the last 12–24 months?

12

Have those automation efforts reduced costs, improved scalability, or reduced reliance on key team members?

13

Are you exploring any AI-driven tools or solutions to improve decision-making or operations?

People and Succession Systems

14

What succession planning or key-person risk strategies do you have in place?

15

How do you retain top talent—and do your incentive systems (equity, phantom stock, profit share) support long-term alignment?

16

Do you have SOPs or cross-training in place to ensure continuity if a key person leaves?

Operational Resilience

17

How have you prepared your business to handle disruption—whether in supply chain, staffing, or customer demand?

18

Have you stress-tested your cost structure or built in flex capacity during periods of uncertainty?

Brand and Narrative

19

When was the last time you audited your website, SEO performance, or overall brand presence?

20

If an acquirer asked you to explain what makes your business defensible or unique, what would you say first?

21

Do you actively track how your business compares to public or private peers on key metrics?