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Client Intake + Inquiries

Let’s build something that actually works for you.

Provide me with context of — what you’re working on, where you’re headed, and how I can best support you.

Have we already had a chance to chat?
Yes — this is a follow-up to our conversation
Not yet, but I'm curious about working together

Tell Me a Bit About Your Business

These next few questions are just to help me better understand your business - If we’ve already covered something, feel free to skip it.

What is the size of your team?

if you’re planning to grow in the next 6 months, you can share your projected size

What’s the biggest challenge you’re facing with your workflows or systems?

include anything you are actively using or testing - google sheets? slack? automation apps? etc.

What Are We Working Toward?

If you're ready to share more about your project, feel free to fill in the details below - or skip anything we've already discussed. No pressure if your not sure, all questions are optional.

please choose up to 3 you'd like to focus on first.

what you’re hoping to fix, improve, or create — in your own words is perfect.

Share whatever you’re comfortable with at this stage.

What are your top goals for our work together?

You can have it all ! But let’s prioritize two.

feel free to add any extra context, share links, or project details (like budget + timeline)


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