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Clarity Session Intake

This intake prepares for your paid Clarity Session.
The session is a structured diagnostic focused on understanding your current reality, identifying friction, and determining next steps.
It does not include system design, tool recommendations, or implementation.

Before continuing, please confirm the following:

I understand this is a paid Clarity Session, not a free consultation

I understand this session delivers structured clarity and direction, even though implementation is handled separately

I understand any future work (if any) is scoped and priced separately

Business/Organization Name

Your Role/Title

Industry

Organization Size

Solo/Independent

Small team (2-10)

Growing organization (11-50)

Established organization (50+)

Which statement best describes your current situation?

We do not have documented processes; most things live in people’s heads

We have processes, but I’m not confident they reflect how work actually happens

We have documented Standard Operating Procedures and want an objective review

I’m not sure — that’s what I need clarity on

Where does work currently slow down, break, or create stress?

What is the cost of this continuing unchanged?

Please select all that apply

What is the cost of this continuing unchanged?

Time

Money

Energy

Missed opportunities

If you'd like, briefly describe how this shows up day to day.

What prompted you to book a Clarity Session?

Who will be responsible for deciding next steps after this session?

Me, with input from others

A partner or leadership team

Not sure yet

Are you open to pause if the session reveals this isn't the right time to proceed?

Yes

Possibly

Please confirm:

I understand this session focuses on clarity, not implementation