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How We Work

Our First Conversation

Before you start the planning process, it is fundamental to have clarity about two issues.

The first is to have a clear vision as to where you want to end up and secondly it is vitally important to have a detailed understanding of your existing arrangements before taking any action. A great question to ask yourself is ‘if we were meeting here 3 years from today, looking back over those years, what has to have happened both personally and professionally, during that period, for you to feel happy with your progress?’. This is known as the R-Factor Question which was created by Dan Sullivan of the Strategic Coach based in Toronto, Canada.

We use this questionnaire at Matrix Capital as part of the Our First Conversation, which has been saved as a .PDF document and which can be accessed and completed as follows:

Step 1 – Right click the link and ‘Save link as’

Step 2 – Open using Adobe Acrobat.

Step 3 – The PDF is editable and can be filled in using Adobe Acrobat.

Step 4 – Once filled in, save the .PDF document.

Step 5 – Email it back to us at: This email address is being protected from spambots. You need JavaScript enabled to view it..

PDF Downloads


Matrix Capital Ltd
Little Hudwick
WV16 6TG

Tel: 01746 712 900
Fax: 01746 712 901

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