I’m very much looking forward to working with you. Please take a moment to complete this form at least 24 hours prior to our official start date. This information gives me everything I need to help you make the most of our time together.
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Question 1 of 14
Please share your core goals for our time together:
Question 2 of 14
What do you feel are the three core challenges that have held you back so far in your business?
Question 3 of 14
Describe your current services, including your fees & pricing structure. If you’re a new business and haven’t formalised your services, please share a little about what you would like to offer.
Question 4 of 14
What team members (including freelancers and outsourced services such as an accountant) do you have access to and what are their roles?
Question 5 of 14
What systems (if any) do you currently have in place? Eg. file storage, payment system, book-keeping, CRM, project management, procurement & ordering etc.
Question 6 of 14
Please provide details of your 1) total turnover 2) total revenue (broken down by design fees, procurement and any other income 3) total expenses (broken down by your pay, your team's pay (if relevant), and all other expenses).
Question 7 of 14
Is there anything else I need to know before our call?
Answer the following questions..
Question 9 of 14
Birthday
Question 10 of 14
Favourite place in the world?
Question 11 of 14
Best ever gift received?
Question 12 of 14
Nicest thing anyone’s ever said to you?
Question 13 of 14
How do you relax?
Question 14 of 14
Is there anything else you’d like me to know about you?