THE CLARITY SESSION
Pre-Session Intake Form
Let's get clear on where you're at.
This intake helps me prep for your 90-minute Clarity Session so we can dig deep fast. Answer honestly. This is a judgment-free zone. We're figuring out what's broken so we can fix it together.
Takes about 10 minutes. Let's go.
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QUICK SNAPSHOT
1. What's your primary offer/service?
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2. Current monthly revenue (ballpark is fine):
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3. How many hours are you working per week?
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4. On a scale of 1-10, how would you rate your backend right now?
(1 = disaster zone, 10 = runs like clockwork)
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THE REAL TALK
5. What made you book this call today?
(What finally pushed you to say "enough"?)
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6. If you could wave a magic wand and fix ONE thing in your business in the next 90 days, what would it be?
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7. What's currently taking up the most mental space?
(The thing you think about at 2am or on Sunday nights)
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SYSTEMS CHECK
8. What tools are you currently using to run your business?
(ClickUp, Google Drive, Asana, Notion, sticky notes, all of the above, etc.)
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9. On a scale of 1-10, how confident are you that you could find what you need in your systems right now?
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10. What have you already tried to fix this?
(Tools, courses, hiring, new planners, etc.)
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THE BOTTLENECK
11. If you got 5 new clients tomorrow, what would break first?
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12. Are you working solo, or do you have support?
(Virtual Assistant, contractors, team members?)
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That's it!
I'll review this before our session so we can hit the ground running.
See you soon.
— Wendi
