Writer Strategy Session Intake Form

THIS IS STEP 3 OF A 3-STEP PROCESS. If you have not done so already, complete steps 1 and 2 before completing this form. 

Step 1: Reserve your slot

Step 2: Confirm/purchase your session

Hey there, friend! 

This short form will help us prepare for your upcoming Writer Strategy Session so we can make the most of our 30 minutes together.

Our goal is to understand where you are, champion your work, and help you determine your next best step.

Remember: Your session is designed around one specific writing, marketing, or platform question. The narrower your focus, the more helpful and specific our coaching can be.

Please complete this form at least 24 hours before your session so we have time to review your responses before we meet.

Questions? Email us at hello@writingoffsocial.com.

We can't wait to talk with you!

Sandy + Mary K.


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Name *
Email *
Website or Substack Link *

Phone number (in case of last minute tech issues)

 *
Tell us about your work. What do you write about, primarily?  *
Who is your ideal reader? *
If we could only help you with ONE thing during our session, what would you want us to focus on?
 *
Briefly describe your current situation and anything you think would help us understand your question.
 *
What have you already tried? *
By the end of our call, what outcome would make this session feel like a success? 
 *
Is there anything you're hoping we will NOT recommend in our strategy session? *
What prompted you to book this strategy session now? *
Are there links you'd like us to review beforehand? Add them below. Please limit this to TWO links so that we can give them our full attention. 
 *
Have you participated in any of our offerings? (Check all that apply) *
Required
Is there anything else you want us to know?
To help us make the most of our time together:

• Please come prepared to discuss only your one primary topic or question.

• Have a notebook ready. We won't be recording the session, so we encourage you to take notes.

• Our goal is to help you leave with clarity and a practical next step. 

We can't wait to speak with you!

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