Strategy Session Form
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Name *
Phone Number *
What time zone are you in?  *
Email *
Website *
🏢 1. What best describes your current practice structure? *
🎯 2. What are your top 1–2 goals you want to achieve in the next 6–12 months? Examples: increase revenue, improve team performance, attract higher-value cases, reduce overhead, etc. *
🧱 3. What are the biggest obstacles currently preventing you from reaching those goals? This helps us identify if it’s a people, process, or platform issue. *
🔍 4. What have you already tried to address these challenges? Gives us context on what’s worked, what hasn’t, and why. *
🤝 5. Are you currently working with any outside consultants, coaches, or marketing partners? If yes, what’s working and what isn’t? *
💡 6. Do you plan on selling or exiting your practice in the next 3–5 years? *
✅ 7. How ready are you to move forward with support if we’re the right fit? *
How do you prefer to schedule a Discovery Call with us? *
How'd you hear about us? *
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