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Private Strategy Consult-Intake Form

This intake form helps me prepare for our one-hour private strategy consult so we can use our time with clarity and intention.

Full Name

*

Email Address

*

Company or Brand

What prompted you to book this consult right now?

*

What’s happening that made this feel timely?

*

In one sentence, what outcome would make this session a win for you?

*

Which best describes what you’re seeking support with?

A

Brand positioning or authority

B

Marketing or visibility strategy

C

Monetization or offer clarity

D

Personal strategy or decision-making

E

Career or business transition

F

Other

Briefly describe your current situation.

*

Are you currently working with a coach, consultant, or agency?

*

Are you currently working with a coach, consultant, or agency?

A

Yes

B

No

C

Previously, but not currently

If clarity emerges around next steps, are you open to implementing support after this session?

*

If clarity emerges around next steps, are you open to implementing support after this session?

A

Yes

B

Possibly

C

No, this is a one-time consult

What level of investment feels aligned for the right solution?

*

What level of investment feels aligned for the right solution?

A

$1,000 to $3,000.

B

$3,000 to $7,000.

C

$7,000+

D

Not sure yet.

How did you hear about me?

*

How did you hear about me?

A

Social media

B

Referral

C

Podcast or Interview

D

Website

E

Other

Anything else you’d like me to know before we meet?

This session is designed for clarity, precision, and forward movement. Please arrive on time and prepared to engage.