Welcome! Let’s get started.

This quick form helps us get a sense of your current setup and where we might be most helpful.

No need to overthink it, even quick bullet points or gut reactions are useful. Skip anything that doesn’t apply.

Looking forward to chatting soon.

Name

First Name

Last Name

What does your current business look like?

(Team size, key services or products, who does what?)

What systems or tools are you using right now (if any)?

(To manage workflows, communication, marketing, etc.)

(###)

###

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What areas feel the most overwhelming, chaotic, or inefficient right now?

Communication (too many emails, unlcear updates)

Workflow (unclear steps, missed handoffs, things falling through the cracks)

Tools & tech (too many systems, nothing talks to each other)

Scheduling / planning (things shift constantly, hard to see ahead)

Employee or manpower issues (role confusion, too many bottlenecks, hiring gaps)

Communication (too many emails, unclear updates)

Other:

Are there any specific processes, workflows, or parts of the business you'd like to focus on first?

Have you already tried anything to improve this?

(What worked? What didnt?)

What would a "win" look like for you in the next 1-3 months?

(Less stress? More automation? Better visibility? Delegation?)

Is there anything else I should know before we talk?

(Upcoming deadlines, priorities, preferred ways of working, etc.)