What's On Your Mind?
client, 8/28/25
It's a pleasure to connect. This call is yours to share what you want to share, and ask what you want to ask. It is confidential and complementary.
This worksheet will help me understand where we should focus our time so you feel it's time well spent.
What's on your mind?
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Which of the following apply to you?
{"type":"checkbox","name":"AreTheFollowingAChallengeForYou","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please check at least one item.","options":"I want the firm to grow faster than it currently is.\nI need help with succession planning.\nI have challenges with partners and/or colleagues.\nI need help fitting all of the firm's pieces together.\nWe are lacking capacity.\nWe need help expanding profit margins.\nI need help with my leadership abilities.\nI am not aware of what's possible or what resources I should consider.\nI need help articulating a vivid vision for the firm."}
What made you decide to reach out?
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Thanks for taking the time to prepare for our session. I look forward to our conversation!
-Steve
Grandview & Co
