Step One: Discovery Call Questionnaire
This preliminary questionnaire is for new clients only. It will help me determine if we are a great fit to work together and if so how I can best be of service to you. This 15-minute discovery call is NOT a consultation, pick my brain session, or anything of the sort. By completing this questionnaire and scheduling this call, you are confirming that you are aware of and are in agreement with these expectations.
First a little housekeeping note
Due to my availability, I’m only able to work with individuals and businesses based in the United States.
I reside in the USA
Location (City, State)
How did you find me?
How can I be of assistance?
Which of these statements best describe your working and learning style.
I love learning how to do things for myself.
I need someone to work with me to get things done.
I want someone else to do the work, be hands-off but kept in the loop.
What prompted you to reach out to me?
Tell me a little about what you do and who you work with
Which of these frustrations are you ready to get relief from? Please check all that apply.
Feeling like things falling through the cracks
Feeling like I'm constantly putting out fires
Feeling rushed and overworked
Which of these statements best describes your business? Please check all that apply.
A copy of your responses will be emailed to the address you provided.
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