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VIP DAY Onboarding Form

Thank you for booking your VIP Day.

This short form helps me come prepared so we can use our time together intentionally.
There are no right or wrong answers — just answer honestly.

Section 1: Studio Snapshot

Studio Name

Your role in the studio (e.g., Founder / Principal / Creative Director)

Team Size (including you)

Team Size (including you)
A
B
C
D

Which project type makes up the majority of your current revenue? (Residential, commercial, etc.)

Approximate annual revenue range

Approximate annual revenue range
A
B
C
D
E

Section 2: Where It Feels Heavy

What feels heaviest in the business right now? (Where do you feel stuck, stretched, or carrying too much?)

Which areas feel the most operationally messy?

Which areas feel the most operationally messy?

If you answered other above, please specify here:

Which core area would you like to be the focus for our VIP Day?

Which core area would you like to be the focus for our VIP Day?
A
B
C
D
E
F
G

Where do clients tend to get confused or frustrated (if at all)?

Section 3: Priorities + Decisions

If this VIP Day were truly successful, what would feel different the next day?

What decisions are you currently avoiding or unsure about? (Hiring, pricing, processes, structure, letting go, saying no, etc.)

Section 4: Current Systems

What tools are you currently using to run the studio?

What tools are you currently using to run the studio?

If you answered other above, please specify here:

What’s working well that you don’t want to lose?

Section 5: Context That Helps

Have you worked with an operations consultant, COO, or strategist before?

Have you worked with an operations consultant, COO, or strategist before?
A
B

Is there anything important you’d like me to know before our VIP Day?

Section 6: Logistics + Expectations

Do you have any scheduling constraints on the day (meetings, pickups, etc.)?

How would you describe your energy coming into this session?

How would you describe your energy coming into this session?
A
B
C
D

Final Confirmation

I confirm I’ve completed this form thoughtfully and will come ready to work.

I confirm I’ve completed this form thoughtfully and will come ready to work.

Thank you — I’ll review everything in advance so we can use our time together intentionally.

You’ll receive a calendar reminder and details before our session. Please click submit.