Full Name:
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Company Name:
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Role you play in shaping business direction:
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Phone:
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Email:
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Website:
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BUSINESS OVERVIEW
Year Founded:
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Annual Revenue:
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Team Size (Employees, Contractors, Seasonal)
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Number of Locations (Domestic / International):
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Industry / Area of Specialization:
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Flagship Product or Service:
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MARKET & VISION
What was the friction, opportunity that led you to consulting now?
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At the end of our session, what clarity or next step would feel like a power move?
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CLIENTELE
Who are you currently serving?
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Who do you want to serve?
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MARKETING & MESSAGING
Where is your marketing missing the mark or no longer aligns with your evolution?
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What do you most want to accomplish through this engagement?
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Why is now the time to move? What’s at stake if you do not?
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STRATEGIC INSIGHT
What challenges have held you back or stalled growth?
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What have you already tried to address them? (Feel free to list actions, investments, or internal shifts you’ve made that haven’t landed yet.)
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What results (if any) did those actions produce?
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What have you done that felt wildly aligned and why?
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ALIGNMENT CHECK
What decision or direction are you currently circling, but not landing?
Where do you already know the answer but haven’t acted?
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You don’t need fixing—you need a mirror, a strategist, and a catalyst.
If you are human, leave this field blank.
