Apply Now

PLEASE NOTE: This application can be submitted in writing or over the phone. Some people prefer to take time to think/write responses. Others want to get it done faster. (After all, there’s a reason you are interested in our help!) So, if you prefer, one of our team-members will walk through this application process over the phone. Simply Contact Us.


You’ve had a chance to learn more about us throughout this website. Now, please let us learn more about you! You may Contact Us to ask questions, set up an initial consultation, or begin the application process.

Or, you can dive right in and complete the following application. (To learn more about our ideal clients, see, Is SOAR for Me?)

What Happens After I Submit My Application?

Your application will be evaluated by one of our teams to determine the following:

  1. Do we have enough information to determine if we can help you? Chances are we will have a few more questions. So, we’ll be in touch shortly.
  2. Can we help you? And, are we the best resource to help you? We have limited bandwidth, so it’s in our collective best interest to seek a good match from the beginning.
  3. If we are not the best option for you, who is? We have an extensive network of top-quality service providers. If we know of someone who would be a better match, we will refer you to them.

The Application

DIRECTIONS: You can submit the following answers in writing, or schedule a call with us to share them verbally. If you want to submit them in writing, please copy/paste the questions below, compose your answers, and email them to: info at DoneRightFirstTime dot com.

  1. What is your name? Phone? Email? URL?
  2. Please describe your business; what do you do?
  3. Who do you help? How would you describe your target market?
  4. How would you describe your ideal customer/client?
  5. How did you get into this business?
  6. What is your business size? You can define this in terms of revenue, number of employees, number of annual transactions etc.
  7. Within the next 12 to 18 months, by how much would you like to grow your business?
  8. What are your top three bottlenecks preventing growth?
  9. Why did you reach out to SOAR? What would you like us to do for you?
  10. If you could wave a magic wand in your business what would you request? This is an opportunity to be a bit UNrealistic… remember, it’s a MAGIC wand! ?
  11. What have the last 12 to 36 months been like for you? (Tell us the story. Chances are good that we can relate!)
  12. Can we contact references? Please list at least two people for each category:
    1. Two clients/customers
    2. Two vendors


Thank you for submitting your application! We value your interest in SOAR and look forward to learning more about you. We will contact you very soon.