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Mentoring Session

Before we jump into our strategy session, I’d love to get a snapshot of your current challenge. This form helps us make the most of our time together. Don’t overthink it — done is better than perfect.

What problem, puzzle, or decision are we solving?
(Describe it in your own words — no jargon needed.)

What is your full name

Email for correspondence

What context do I need to understand this better?
(A bit of backstory, key dates, who's involved, relevant info, etc.)

What’s not working right now?
(What have you already tried? What’s frustrating or unclear?)

What would a successful outcome look like to you?
(What would help you walk away from the session with more clarity or momentum?)

Anything else you'd like me to know before we meet?
(This could be about your learning style, energy levels, accessibility needs, or something unrelated that's weighing on your mind.)

What’s the best email to send any follow-up resources to?