Client Onboarding

Let’s Get Ready for Your First Call.

This questionnaire gives us the context we need before we sit down together. Answer as openly and accurately as you can so we can spend our first call digging into what matters most.

Set aside about 10–15 minutes to complete it in one sitting.

What Happens Next

1

Schedule your first strategy call

You’ll be taken directly to choose a time that works for you.

2

We review your answers before we meet

So we can come prepared and use the first call well.

About You:

First Name

Last Name

Your Real Life:

What major responsibilities does the business need to fit around?

How much time can you realistically give it each week?

Have You Started Something Already:

Have You Tried to Sell a Product Already?

If yes, tell us what you have tried and what happened.

Is there something you currently think you may want to build?

Outcome:

What would a positive outcome from building this offer look like for your life?

Open Door:

What else do you think we should know before our first call?