Clarity Call Qualfication Questionnaire

Before We Talk…

These questions help ensure our conversation serves you well. A Clarity Call isn’t for everyone—it’s for those ready to think differently, take ownership, and move forward with confidence. Your answers help me understand where you are, what you need, and whether we’re the right fit to work together. Take a moment to respond honestly; this helps us make our time intentional and worthwhile.

Please Provide Your Contact Information

Full Name *

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

1. Which statement best describes you right now? *

A. I’m ready to plan ahead, not play catch-up.

B. I’m mainly focused on resolving one urgent situation at the moment.

2. When life brings challenges—contracts, disputes, or decisions—how will you usually handle them? *

A. I plan ahead and get informed before I act.

B. I handle things myself and figure it out as I go.

C. I wait until I have no choice but to deal with it.

3. Why do you think most people wait until things go wrong before asking for help?

A. They assume they’ll handle things when they happen.

B. They think it costs too much or takes too much time.

C. They don’t realize how much easier life gets when you plan ahead

4. If you had access to help before problems start, how would that change your confidence?

A. It would give me peace of mind and help me make better decisions.

B. It might help, but I’d only use it for serious issues.

C. I’m not sure it would change much.

5. When you invest in something that makes life easier, what helps you decide to keep it long-term?

A. I keep what brings lasting value and peace.

B. I decide based on immediate needs or cost.

C. I prefer one-time fixes over ongoing solutions.

6. What made you decide to schedule this Clarity Call today, and what will “real clarity” look like after we talk?

A. I’m ready to build long-term peace and preparedness for my family.

B. I just want to understand what my options are right now.

C. I have one issue I need handled immediately.

7. Have you already created or updated your Last Will and Testament?

A. Yes, and I review it regularly.

B. Yes, but it’s outdated.

C. No, but I’ve been meaning to.

D. No, I don’t believe I need one right now.

8. If you discovered unusual activity on one of your accounts, what would you do first?

A. I’d contact my monitoring service or take immediate action to secure my information.

B. I’d wait to see if it was a mistake or resolved on its own.

C. I wouldn’t know where to start.

9. How confident are you that your personal information is protected online?

A. I actively monitor my accounts and privacy settings.

B. I check occasionally but not consistently.

C. I rarely think about it until there’s a problem.