Page 1 of 1

Consultation Request

Please fill out this form to request a consultation.

WHAT’S GETTING IN THE WAY?

You do not need to arrive with a perfect brief. Tell me what is happening, what is taking too much time or what you wish worked better. I will review it and help you work out the right next step.

Name

*

Email

*

Business or organisation

*

WHAT’S GETTING IN THE WAY?

*

Select everything that feels relevant.

Too much of our work is manual

Our processes are unclear or inconsistent

Our systems do not work well together

Leads or important follow-ups are being missed

Our information is scattered or difficult to report

The business or team is growing and becoming harder to manage

We want to explore where automation or AI could help

We need additional operational support

Something else

I’m not sure yet

TELL ME A LITTLE MORE ABOUT WHAT’S HAPPENING

*

WHICH TOOLS OR SYSTEMS ARE INVOLVED, IF ANY?

*

Select everything that applies.

Microsoft 365 or SharePoint

Google Workspace

CRM

Project or task management system

Accounting or finance system

Spreadsheets

Email or inbox management

Another system

I’m not sure

WHAT WOULD A GOOD OUTCOME LOOK LIKE?

*

WHAT KIND OF SUPPORT ARE YOU LOOKING FOR?

*

A

A Quick Fix for one particular issue

B

An Operations Project to improve or implement something

C

Ongoing Fractional COO Support

D

I’m not sure. Help me work it out

WHEN WOULD YOU LIKE TO GET STARTED?

*

A

As soon as possible

B

Within the next month

C

Within the next three months

D

I’m exploring my options