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So you found me.

Hey! đź‘‹ Since you made it here, I'm guessing something about who I am and how I work resonated with you.

Before we jump into a conversation, I'd love to learn a little about where you are in your business and what you're actually looking for in a support partner. This helps me show up prepared and makes our first conversation much more valuable.


The basics first.

What's your first name?

What's your last name?

What's your email?

What's the name of your business?

What's your business website?


Tell me about your world.

What's the mission and vision of your business?

(Share as much as you'd like! What do you want to be known for?)

Who do you serve?

How long have you been in business?

What is your approximate annual revenue?

Do you work with a team, or are you currently operating solo?

If you answered "Other," please describe your current working situation:


The real stuff.

In a few sentences, describe what's feeling most chaotic, stuck, or overwhelming in your business right now.

What have you already tried to address this? What worked, what didn't?

What would feel different in your business if this problem were solved?


What you actually need.

What kind of support are you hoping to get from working together?

(Select all that apply)
What kind of support are you hoping to get from working together?
A
B
C
D
E
F
G

If you answered "Something else," please explain:

How would you describe your working style?

How do you prefer to communicate with people you work with?

How quickly do you typically expect responses from people you work with?

(This one matters for both of us — be honest with yourself here.)

When you bring someone new into your business, how do you typically approach giving them access and autonomy?

(There's no wrong answer — this just helps me understand how we'd work together.)

Let's be honest with each other.

Are you currently working with a VA, OBM, or operations support of any kind?

If you answered "Yes," please describe your current working situation:

How would you describe your experience working with contractors or outside support in the past?

What is your monthly budget for this type of support?

Have you worked with a strategic operations partner before (not a VA, but someone who thinks alongside you and builds systems)?


Anything else?

Is there anything else you'd like me to know before we connect?

(No pressure, but feel free to add anything!)

Whew! Thanks for taking the time to fill this out honestly, — I appreciate and value your time, and it tells me a lot already!
I read every submission as soon as I can, and I will follow up within 2 business days. If it feels like a fit, we'll find time to talk! If it doesn't, I'm happy to provide some great references for you.