STS Questionnaire Company Overview

Company Overview

Sales Strategy

Client Acquisition

Sales Team & Structure

Sales Process

Client Retention & Expansion

Past Sales Initiatives

Sales Forecasting & Reporting

Competitive Landscape

Future Growth & Expansion Plans

CURRENT REVENUE STREAMS

How many clients has STS Capital serviced over the lifetime of the company?

What is the average transaction size for STS Capital? How are transaction fees computed, and what are the average fees?

What has been the annual revenue of STS Capital for the past 5 years?

Are there additional revenue streams at STS Capital? If so, are they one-time or recurring? Does STS Capital cultivate in-person communities for its clients? If so, are there fees associated with this?

Has STS Capital experienced any notable uptrends or downtrends in net new client growth? What factors influenced these trends?

TARGET ADDRESSABLE MARKET (TAM)

How many qualified founders or CEOs are in STS Capital’s servable market?

Where are STS Capital's current clients located? Are there any non-US clients?

What regions is STS Capital actively prospecting in? Are there any trends, such as a concentration of clients in specific cities or states?

Are there plans to expand STS Capital’s operating region? If so, what is the timeline?

How does STS Capital define its ideal client profile (ICP) today?

What factors influence the speed at which deals close for STS Capital?

RETENTION RATES

What is STS Capital's current client retention rate, and how is it measured?

What factors contribute to client churn at STS Capital?

What strategies does STS Capital have in place to improve retention?

How many new clients did STS Capital add in FY 2023, and what were the points of origination?

CLIENT SUCCESS

Does the customer success team at STS Capital play a role in the sales process?

How does the STS Capital sales team collaborate with customer success to ensure client satisfaction?

REVENUE TARGETS

What are the current revenue targets for each client community within STS Capital?

How are these targets set, and who is responsible for setting them?

How often are revenue targets reviewed and adjusted at STS Capital?

How often are these revenue targets achieved?