NET_SYNC.01 — ICP Assessment
This is data capture, not a test. Answer quickly — we refine later. Your answers won't lock you in forever.
15–20 minutes to complete
NOW Group · Confidential
PURPOSE
What This Assessment Does
NET_SYNC.01 captures the minimum viable data needed to build your Ideal Client Profile, derive natural partner adjacencies, and match you with relevant people and opportunities inside the NOW Group network.
🎯 Build Your ICP
Define exactly who you serve so referrals are precise, not generic.
🤝 Derive Partner Adjacencies
Your Ideal Partner Profile is derived from your ICP — no extra work needed.
📋 Generate Your Snapshot
We build a short integration snapshot used for introductions and next steps.
⚡ Reduce Time Cost
High data quality in, faster and more accurate matches out.
"The Smartest Thing You'll Do for Your Network This Quarter."
Answer well but quickly — we can always refine. The system has tolerance & nothing here locks you in forever.
Email ICP Plan and your Business updates here - [email protected] [save me]
RULES OF THE GAME
How to Answer So This Works
Don't overthink it. Use your best "closest average" — the person you served last month, not your dream client from five years ago. We match in two gates: client profile similarity (75%+ fit) and values + goals alignment to create trust through momentum and shared focused.
1
Answer with your closest average
If a question feels restrictive, make a note and refine later. Don't let perfectionism stall you.
2
Multi-select is allowed
Where there are checkboxes, tick everything that applies. There are no wrong combinations.
3
Free text: clear beats perfect
Write how you'd explain it to a smart mate over coffee. No need for polished prose.
4
If you serve "anyone" — pick 3 sectors
So people know exactly when to refer you. Broad = invisible. Specific = referred.
5
Revenue details are matching-only
Internal financials are never shared publicly. They help us avoid scale mismatches.
6
Geography = where you want presence
Not just where you can technically deliver. Think ambition, not just capability.
SECTION A
Client Demographics
Who Do You Typically Serve?
This helps us understand your typical client so we don't match you with the wrong room. Answer based on who you actually serve, not who you'd love to serve one day.
1
Typical client age range
Input: Checkboxes (multi-select)
Good answer: Tick the most common range. Select multiple if your client base genuinely spans ages.
Options: 18–30 / 31–45 / 46–60 / 60+
Good answer: Tick the most common range. Select multiple if your client base genuinely spans ages.
Options: 18–30 / 31–45 / 46–60 / 60+
2
Gender pattern in your clients
Input: Checkboxes
Good answer: Trend only — not what you prefer, just what's true. Helps with partner matching.
Options: Predominantly male / Predominantly female / Fairly even split / N/A (B2B)
Good answer: Trend only — not what you prefer, just what's true. Helps with partner matching.
Options: Predominantly male / Predominantly female / Fairly even split / N/A (B2B)
3
Preferred client revenue range (annual)
Input: Checkboxes
Good answer: Choose the range your best clients sit in. Avoids mismatches between micro-SME and enterprise introductions.
Options: Under $500K / $500K–$2M / $2M–$10M / $10M+ / N/A (B2C)
Good answer: Choose the range your best clients sit in. Avoids mismatches between micro-SME and enterprise introductions.
Options: Under $500K / $500K–$2M / $2M–$10M / $10M+ / N/A (B2C)
🎙 Loom Note: "Section A is about signal, not judgment. We're building a demographic fingerprint of your actual client base — not an aspiration. Be honest here; it directly improves match quality."
SECTION B
Top 3 Industry Sectors
Where Do You Win?
Pick the top 3 sectors you most often serve — or want to narrow into. Broad sector plus a tighter niche is the ideal combination. Example: "Construction" → "Commercial builders, fit-out specialists."
Sector 1, 2 & 3
- Industry sector — dropdown (e.g., Professional Services, Health, Construction, Tech, Finance, Education)
- Industry niche notes — short text (e.g., "B2B SaaS startups pre-Series A")
- Why this sector fits you — optional short text
What a good answer looks like
- "Professional services → accounting firms with 5–20 staff"
- "Health → allied health private practices"
- "Construction → residential builders, project value $1M–$5M"
🎙 Loom Note: "If you're unsure about a sector, just pick the one that pays your bills most reliably. We can always adjust. The niche field is where the magic happens — the more specific, the better your referrals."
SECTION C
Niche / Sub-Segments
The Subset Inside the Subset
If there's a tighter niche inside your sectors, name it here. Think: specific job role, business model type, maturity stage, compliance need, or buying behaviour. This is precision targeting.
What to write here
- Job role of your buyer (e.g., "Operations Manager in a 10–50 person firm")
- Business model type (e.g., "subscription-based service businesses")
- Maturity stage (e.g., "post-revenue, pre-scale")
- Compliance or regulatory profile (e.g., "businesses navigating ISO certification")
Input type
Long text — write in your own words. No format required.
What we're looking for
The sub-segment that makes you say "yes, that client." The clearer this is, the faster we can match and refer.
🎙 Loom Note: "Don't worry about sounding too narrow. Specific is a superpower in referral networks. Write it the way you'd say it if a mate asked you who your best clients are."
SECTION D
Where Your Clients Hang Out
Channels & Visibility
This helps us match you with people who can complement your visibility and outreach — content collaborators, community connectors, and distribution partners.
Online Hangouts
Where do your ideal clients spend time online?
- LinkedIn / Facebook Groups / Reddit / Industry forums / Slack communities / Discord / YouTube
Media They Engage With
What content formats resonate with your clients?
- Podcasts / Newsletters / Webinars / Blogs / Video / Conferences / Trade publications
Why This Matters
We use channel data to find collaboration opportunities — co-created content, shared audiences, and warm distribution that accelerates your visibility.
🎙 Key Note: "Think about where you've actually found clients, not just where you think they should be. Both matter. Tick everything relevant — this data drives partner matching."
SECTION E
Pain Points
The Engine Room
This is where things get powerful. We use this exact language to build referral triggers, intro pitches, and conversation openers. Write it like you're explaining the problem to someone who doesn't know your industry.
Pain Point Format
Problem → what's actually happening
Consequence → what it costs them (time, money, reputation)
Fix → how you solve it
Benefit → what life looks like after
Consequence → what it costs them (time, money, reputation)
Fix → how you solve it
Benefit → what life looks like after
Pain Point 1, 2 & 3
Input: Long text × 3 (plus category checkboxes)
Example: "Professional service firms struggle to convert referrals consistently. They lose revenue and momentum. We build a structured referral system. Result: predictable pipeline from warm introductions."
Example: "Professional service firms struggle to convert referrals consistently. They lose revenue and momentum. We build a structured referral system. Result: predictable pipeline from warm introductions."
"Write it like: Problem → Impact → Fix → Benefit. Don't worry about sounding polished — we're looking for clarity, not media release level copy."
SECTION F
Goals
The Mirror Image of Pain
Goals help us define what success looks like for your clients — and what might block them from getting there. Think in measurable or observable outcomes.
Client Goals 1 & 2
Input: Short text or bullets × 2
What good looks like
- Growth: "Increase revenue by 30% in 12 months"
- Efficiency: "Reduce admin overhead by half"
- Visibility: "Become the go-to provider in their niche"
- Stability: "Move from feast-or-famine to consistent pipeline"
- Conversion: "Turn more warm leads into paying clients"
Why Goals Matter
When we know your client's destination, we can introduce you to partners who serve the same destination from a different angle — creating natural, non-competitive collaboration.
🎙 Loom Note: "Don't overthink this. What does your client want their business to look like in 12 months? That's it."
SECTION G
Proof Targets
Optional — But Powerful
If you can name a "dream client" or "dream partner" type, we can start gently networking around them. Real-world anchors sharpen your positioning and help us prospect on your behalf.
1
Target Example 1
Name + website or LinkedIn URL
e.g. "Mid-size accounting firm in Auckland, 10–30 staff, looking to scale advisory services"
e.g. "Mid-size accounting firm in Auckland, 10–30 staff, looking to scale advisory services"
2
Target Example 2
Name + URL
e.g. "B2B tech company, NZ-based, pre-Series A, founder-led sales"
e.g. "B2B tech company, NZ-based, pre-Series A, founder-led sales"
3
Target Example 3
Name + URL
e.g. "Health provider group expanding into corporate wellness programmes"
e.g. "Health provider group expanding into corporate wellness programmes"
🎙 Loom Note: "This section is optional but genuinely useful. If you have a dream client in mind, naming them here helps us understand your positioning at a glance — and sometimes we already know someone who can open that door."
SECTION H
Assets Upload
Make Decisions Easier
Upload anything that explains your offer or helps someone decide to work with you. The more context we have, the better we can represent you in introductions.
Asset Upload 1 & 2
Input: File upload × 2
Accepted: PDF, PPTX, DOCX, images
Accepted: PDF, PPTX, DOCX, images
What to Upload
- One-pager or service overview
- Pitch deck or capability statement
- Case study (anonymised is fine)
- Pricing guide or service menu
- Onboarding doc or lead magnet
Confidentiality
Uploaded assets are used internally for matching and snapshot creation only. They are never shared without your explicit permission.
SECTION I
Business Architecture
How You Actually Operate
This helps us introduce you accurately and place you in the right context. Plain English "what you do, who for, and how it works" is exactly what we're after.
Product/Service Category
Input: Checkbox
Consulting / Coaching / Agency / SaaS / Products / Events / Hybrid
Consulting / Coaching / Agency / SaaS / Products / Events / Hybrid
Your Industry
Input: Short text + industry category checkbox
e.g. "Business growth consulting for SMEs in professional services"
e.g. "Business growth consulting for SMEs in professional services"
Role / Decision-Maker Status
Input: Checkbox
Founder / Co-founder / Director / Employee / Contractor / Investor
Founder / Co-founder / Director / Employee / Contractor / Investor
Operational Model
Input: Checkboxes
Office / Remote / Hybrid / Mobile / Multi-location
Office / Remote / Hybrid / Mobile / Multi-location
Service Description
Input: Long text (250 words max)
Write it plainly: what you do, who you do it for, how it works, what changes as a result.
Write it plainly: what you do, who you do it for, how it works, what changes as a result.
🎙 Loom Note: "Imagine you're explaining your business to a smart person at a networking event — someone sharp but not in your industry. That's the voice to write in here."
SECTION J
Business Snapshot
Scale, Stage & Focus
This helps us align expectations and match you with similar-stage operators. We're not judging your numbers — we're building context so introductions land correctly.
The Snapshot Fields
- Projected annual revenue range (optional checkbox)
- Team size (number)
- Geographic locations served / focus regions (short text)
- Stage of business (checkbox: Idea / Early / Growth / Scale / Established)
- Website URL(s)
- Short bio (long text)
What a good bio looks like
Professional credibility + 1–2 human details. We use the human details to create common ground in introductions.
Example: "10-year operator in B2B financial advisory. Work with mid-market founders navigating exits. Former competitive cyclist — which probably explains the obsession with marginal gains."
🎙 Loom Note: "The bio is where the intro magic happens. Give us something real — people refer people they like, not just people they rate."
SECTION K
Growth + Networking Intent
What You Want from NOW — Right Now
Tell us where NOW Group fits into your wider growth plan. This final section is the most important for activation. Be honest about blockers — they help us help you faster.
How you currently generate most of your business
Long text. Don't sanitise — referrals, cold outreach, inbound content, repeat clients, partnerships. Tell us what's actually working.
Growth targets for next 12 months
Short text. Revenue, clients, team, geography, product — whatever your primary target is.
Top 3 challenges (business + networking)
Long text. Include both operational challenges and networking/relationship friction points.
What successful networking looks like for you
Long text. Paint the picture. What would you celebrate 12 months from now?
Time available per week for networking
Checkbox. Under 1hr / 1–2hrs / 2–4hrs / 4hrs+
Values in business relationships + passion areas
Long text. What do you need in a business relationship to make it work? What lights you up outside of pure revenue conversations?
🎙 Loom Note: "This section is about clarity on goals and friction. What might stop you achieving them? What do you specifically want NOW to help with? The more honest you are here, the faster we activate."
PROGRESS
Assessment Section Overview
Eleven focused sections. Each one builds a cleaner picture of who you serve and what you need. The system is designed to be completed in a single sitting — but you can save and return.
Each section feeds the matching algorithm. Sections A–F are the highest-signal inputs — complete these first if you're short on time.
MATCHING LOGIC
How the Matching Works
We don't match on vibes. Every introduction passes through two gates before it reaches you — ensuring the people you meet are genuinely relevant, not just available.
Gate 1 — Client Profile Similarity
We look for 75%+ overlap in the client profile between you and a potential partner. Similar clients = natural referral flow with no awkward explanations needed.
Gate 2 — Values + Goals Alignment
Beyond ICP fit, we check that both parties are at compatible stages, hold compatible values, and have compatible growth goals. This is what creates trust and momentum — not just transactions.
Your Ideal Partner Profile is derived from your ICP data. You don't need to complete a separate assessment — the system builds it automatically from your Section A–F answers.
RESULTS SCREEN
Your NET_SYNC Snapshot is Ready
Here's a preview of what your integration snapshot looks like after submission. This is the document we use internally — and share (with your permission) as context for introductions.
SNAPSHOT PREVIEW
ICP Highlights — What We've Captured
📌 Client Profile
- Primary sector: Professional services / B2B tech (example)
- Revenue range: $500K–$2M annual turnover
- Stage: Growth-phase, founder-led
- Decision-maker: Founder or Operations lead
🎯 Core Pain Points
- Inconsistent lead flow despite strong delivery
- No structured referral or partnership system
- Time-poor — needs warm intros, not cold outreach
🤝 Likely Partner Adjacencies
- Accountants and bookkeepers serving similar revenue bands
- Business coaches working with growth-phase operators
- Legal/compliance advisors in professional services
- Marketing agencies focused on B2B lead generation
NEXT ACTIONS
Your Three Next Best Steps
01
Book your NET_SYNC Review
A 30-minute session with the NOW team to walk through your snapshot, confirm match priorities, and discuss any refinements before activation.
02
Review your partner adjacency list
We'll share the derived partner categories based on your ICP. You confirm, adjust, and prioritise — then we go to work on warm introductions.
03
Prepare two conversation openers
Based on your pain points, we'll suggest two referral trigger phrases for you to practise. These are the sentences that make other people want to refer you instantly.
WHAT HAPPENS NEXT
After You Submit — Here's the Sequence
Submission isn't the end of the process. It's the beginning. The faster you submit, the faster we can build your snapshot and begin matching.
PROCESS
Your Submission → Activation Timeline
Faster submission = faster introductions. The NOW team reviews every submission manually — your snapshot is built with care, not by a bot.
⚙️ We Build Your Snapshot
The NOW team reviews your inputs and constructs your integration document — ready for introductions.
🔍 We May Follow Up
If answers need a quick clarification, expect a brief message. This is normal and keeps match quality high.
📅 You'll Be Invited to Book
Once your snapshot is ready, you'll receive a calendar invite for your NET_SYNC Review — the session that kicks off active matching.
READY
You've Got Everything You Need
NET_SYNC.01 is built to be completed in one sitting, refined over time, and activated fast. The clearest profiles get the best introductions. Start now — your network is waiting.
11
Assessment Sections
Each one sharpens your matching profile
2
Matching Gates
ICP similarity + values alignment
75%
Fit Threshold
Minimum ICP overlap for an introduction
48hrs
Snapshot Turnaround
From submission to review-ready