Hey—let's get real for a sec.
This form? It's going to ask you some questions that might make you squirm a little. Questions about the backend stuff you've been avoiding, the systems held together with duct tape and prayer, the goals you haven't hit yet.
This intake isn't here to shame you or expose what's "wrong." It's here to help me see where you're actually at—so I can meet you there and map out exactly what needs fixing first.
No judgment. No "you should've figured this out by now." Just honest answers that help us untangle the mess together.
QUICK SNAPSHOT
What's your primary offer/service?
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Current monthly revenue: (ballpark is fine)
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How many hours are you working per week?
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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
What made you book this call today? (What finally pushed you to say "enough"?
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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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What's currently taking up the most mental space? (The thing you think about at 2am or on Sunday nights)
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The Backend Breakdown
What systems do you currently have in place? (Don't worry if the answer is "sticky notes and prayers") What tools are you using? (ClickUp, Google Drive, Asana, the Notes app, all of the above?)
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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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What have you already tried to fix this? (Tools, courses, hiring, new planners?)
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Why didn't those solutions stick?
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VISION & GOALS
What do you want your business to look like in 12 months?
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How on track do you feel with your goals right now?
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What metrics do you track? (Revenue, leads, conversions, or just vibes?)
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PROJECT MANAGEMENT
How are you managing your to-do list and projects right now?
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Do you have any documented processes or SOPs?
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If no: What processes feel like they need to be documented?
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What's currently automated in your business?
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COMMUNICATION & FOLLOW THROUGH
How do you track client progress or deliverables?
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What happens when a client falls behind or needs support?
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THE BOTTLENECK QUESTION
If you got 5 new clients tomorrow, what would break first?
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Are you working solo, or do you have support? (VAs, contractors, team members?
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DELEGATION
What would you LOVE to get off your plate?
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You mentioned how many hours a week you are working, how many do you want to be working?
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If your backend was completely dialed in, what would you do with that extra mental space and time?
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URGENCIES
Is there anything on fire right now that we need to address immediately?
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If we could fix ONE thing in the next 30 days that would give you immediate relief, what would it be?
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