Great decision! Complete this intake form to book your project.

Your first step towards working together is responding to these questions below.

What you need to know:

• This takes 15-20 minutes. Block the time, give focused answers. • Be specific and honest. The better your answers, the better your strategy. • Skip what doesn't apply. Not every question fits every business.

What I'm figuring out with these questions:

• Your transformation story (what actually changes for clients) • Your ideal client's emotional journey • Where fragmentation is hurting you • What didn't work in the past (and why) • What success looks like

Let's dig in!

Robert

Contact Info

Your full name

Your best email

What's your primary area of expertise?

Be specific: 'Executive coach for tech leaders' not just 'coach'

Understanding Your Situation

What best describes your current annual revenue?

A

Under $75K

B

$75K - $150K

C

$150K - $500K

D

$500K - $1M

E

$1M+

Which statement best describes your revenue pattern over the past 12 months

A

Consistently growing month-over-month

B

Inconsistent—some great months, some slow months

C

Declining or stagnant despite my efforts

D

Just getting started/too early to say

What prompted you to reach out right now?

Have you invested in marketing help before? (Select all that apply)

Hired a marketing strategist or consultant

Worked with a copywriter

Purchased online courses about marketing/sales

Used marketing agencies or done-for-you services

Tried AI tools or templates

No, this would be my first investment in outside marketing help

What was missing or didn't work?

What You're Looking For

What would you like help with?

Join the Group Accelerator (8-week transformation program)

Start Strategic Advisory (ongoing monthly support)

Request Done-For-You Project work (current/former clients only)

Standalone Consultation Package

Please explain further your choice above.

What does "success" look like for you 6 months from now?

Be as specific as possible—revenue goals, calendar bookings, how you want to feel about your marketing, etc.

Values & Approach

Which of these statements resonate most with how you approach your business? (Select up to 3)

I prioritize long-term client relationships over quick sales

I'd rather grow slowly with integrity than fast with tactics that feel manipulative

I care deeply about the actual transformation my clients experience

I'm willing to turn away clients who aren't the right fit

I believe marketing should feel authentic, not like I'm "putting on a show"

I'm frustrated when I see competitors succeed with tactics I wouldn't use

I want my marketing to reflect the quality of my work

Here's the honest truth: My approach involves deep strategic work, personalized to your specific business and values—not cookie-cutter templates or "proven systems." It requires implementation effort on your end, and results don't happen overnight. Does this align with what you're looking for?

Here's the honest truth: My approach involves deep strategic work, personalized to your specific business and values—not cookie-cutter templates or "proven systems." It requires implementation effort on your end, and results don't happen overnight. Does this align with what you're looking for?

A

Yes, I'm looking for strategic depth and personalized guidance—I'm ready to do the work

B

I think so, but I'd like to learn more

C

I'm not sure—I might be looking for something faster/easier

D

No, I'm really looking for done-for-you or plug-and-play solutions

Getting to Know You

Beyond business, what's something you're passionate about or how do you like to spend your time?

This helps me understand if we'd work well together—I believe the best client relationships have genuine human connection beyond just the work.

How did you find me?

A

B

Google search

C

Referred

D

Podcast/interview

E

Your email newsletter

F

Other

Great decision! Complete this intake form to book your project.

Contact Info

Your full name

Your best email

What's your primary area of expertise?

Understanding Your Situation

What best describes your current annual revenue?

Which statement best describes your revenue pattern over the past 12 months

What prompted you to reach out right now?

Have you invested in marketing help before? (Select all that apply)

What was missing or didn't work?

What You're Looking For

What would you like help with?

Please explain further your choice above.

What does "success" look like for you 6 months from now?

Values & Approach

Which of these statements resonate most with how you approach your business? (Select up to 3)

Here's the honest truth: My approach involves deep strategic work, personalized to your specific business and values—not cookie-cutter templates or "proven systems." It requires implementation effort on your end, and results don't happen overnight. Does this align with what you're looking for?

Getting to Know You

Beyond business, what's something you're passionate about or how do you like to spend your time?

How did you find me?

Can you please explain further how did you find me?

Is there anything else you'd like me to know about your situation or what you're hoping to achieve?