You've got the numbers. Nobody's read them. Answer a few questions, share your numbers, get back your Business Snapshot: one page, your numbers side by side, the three gaps, and the one thing to fix in Q1.
New here? See the workshop walkthrough →Tap questions first, numbers last. Around 30 to 45 minutes to answer and gather your files (longer if you're unfamiliar with exporting reports). Your Snapshot lands within two weeks of submitting.
Tap any question. Everything you'd probably want to ask before filling the form.
Your Business Snapshot, within two weeks of your submission. One page. Your numbers side by side, your best and worst months, top clients and offers, where your time goes, three gaps, and the one thing to fix in Q1 2027.
Only String. Stored in Tally and String's Notion CRM. Uploaded files are removed from Tally after 90 days. The form asks whether your numbers can be used, anonymised, in the December session. Say no and they stay between you two.
Around 30 to 45 minutes. Two parts. First the quick questions (mostly tap to answer, about 10 minutes). Then your numbers (a few exports and calendar screenshots, about 20 minutes, less if you use Stripe).
Money reports cover the last 12 months, 1 Nov 2025 to 31 Oct 2026. Calendar is just your last 4 weeks.
All three cover 1 Nov 2025 to 31 Oct 2026.
1. Profit and loss, monthly Reporting › All reports › Profit and Loss. Set the date range to 1 Oct 2026 to 31 Oct 2026, then Compare with 11 months › Update. You should see 12 monthly columns. Export › Excel
2. Income by contact Reporting › All reports › Income by Contact › set the date range to 1 Nov 2025 to 31 Oct 2026 › Update › Export › Excel
3. Paid invoices Sales › Invoices › Paid tab › Export. No dates needed. Downloads as a CSV.
Sell through Stripe too? Add the Stripe export below. Xero only shows Stripe payouts, not what each sale was for.
The form branches. Pick what you use and only the steps for that show up.
Stripe: Payments › Export › set dates (1 Nov 2025 to 31 Oct 2026) › CSV. One file covers everything.
Spreadsheet: upload whatever you track income and costs in. Each sale needs a date on it.
Nothing formal yet: no uploads. Just a rough guess at what you brought in over the last 12 months.
Four screenshots of your calendar, one for each of the last four weeks. Use week view so the event times show. Take them on your laptop or desktop (phone screenshots are too small to read). Hide any personal details you'd rather keep private first.
Skip it, or paste a link to your files at the end. For the quick questions, type your best guess if you're unsure. Send what you can and String works with that.
This isn't a test. Small, messy or embarrassing numbers are fine. Your Snapshot works with what you share. If something's missing, we'll identify what to track next.
Your Business Snapshot lands within two weeks. Then the group strategy session in early December. Then Q1's check-up in late February, lighter the second time around.
Yes. The workshop walkthrough steps through what the snapshot looks like, using String's own as the example. Members can watch the full 90-min replay from there.
What String sees across everyone decides what TTV teaches in 2027. Your numbers shape next year.