Consultation Call Intake
I am so glad you are here! Please take a few minutes to complete this brief intake so that we can have a productive and insightful call. Access to the booking link will be provided once the form is completed.
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Full Name
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Email
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Which best describes your current seat of power?
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Principal or Next-Gen Leader (Family Office)
CEO or Operating Partner (PE-backed or corporate)
Founder (Scaling Company)
Board Chair or Director
Other Executive Leader
Where is your leadership or business stuck right now? (select up to 2)
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Execution: we’re missing windows and deadlines
Decision-making is slow or siloed
Succession, team alignment, or integration is breaking down
Trust has eroded, internally or externally
Governance or operations is weak or nonexistent
Which of these rings most true about your current state?
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I know what needs to change, but I need it mapped and moving now
I’m carrying too much personally: decisions, context, pressure
We’ve tried playbooks and coaching: it didn’t move the needle
It’s not a matter of if I fix this, it’s how fast and with who
On a scale of 1-5 below, how quickly are you looking to solve your most pressing issues?
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1 - within the next year
2 - within the next 9-12 months
3 - within the next 6-9 months
4 - within the next 3-6 months
5 - as soon as possible
Have you invested in external advisory, consulting, or coaching before?
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Yes, and it delivered real results
Yes, and it didn’t stick or wasn’t the right fit
No
If we align on scope and outcomes, what is your current budget mindset?
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I’m ready to invest in premium support that drives results
I need to understand ROI and structure before committing
I’m budgeting carefully, and open to phased options
Just exploring right now; no budget earmarked yet
What’s your top priority for the next 90 days?
What’s driving your decision to book a call?
