Consultation Intake

Let’s Build Your Next Level With Intention.

This intake helps us identify where you are, what is blocking your growth, and the strategy path that fits your goals.

Step 1 of 7 • Vision

1. Vision

Define the direction you want to build toward.

Your Name

Who should we address in strategic planning?

Where should recommendations and next steps be sent?

Describe your vision

Share what you are building in one clear paragraph.

2. Current Status

Help us assess your current stage.

What stage are you currently in?

Select the stage that best reflects your current operation.

Do you currently have a structured offer?

This helps us know if we should start with foundation or optimization.

Yes, we have an active offer. Partially, but it needs refinement. No, we need to build it.

3. Challenges

Identify what is currently slowing growth.

What is the biggest challenge right now?

Choose the issue creating the most friction in your progress.

Which friction points apply?

Select all that currently affect your progress.

Time and execution bandwidth Team alignment and accountability Missing systems and workflows

4. Needs

Define the support you need first.

What do you need most right now?

Choose the focus area that would create the most immediate momentum.

What outcome do you want in the next 90 days?

Be specific about the result you want us to engineer with you.

5. Traffic

Map where your audience currently comes from.

Primary traffic source

This reveals which channels are worth scaling first.

How consistent are inbound leads?

Select the option that best reflects your current lead flow.

Consistent weekly leads Sporadic and unpredictable Minimal or no inbound leads

6. Content

Evaluate your current content and brand communication rhythm.

Current content rhythm

Consistency impacts trust, visibility, and sales velocity.

Which assets do you already have?

Select all current assets available for execution.

Brand kit / style guide Photo and video assets Content calendar

7. Investment

Align your investment window with the right execution package.

Investment range

Choose the range that best fits your readiness.

Payment preference

Select your preferred payment structure.

Desired start window

When are you ready to begin implementation?