Pre-Call Questionnaire

Discovery Call Pre-Work

Help me understand your business before we speak

📅 2026 Calendar Opening Soon

Engagements scheduled first-come, first-served. Submit your interest now—no obligation. I'll reach out when scheduling opens.

Why This Matters

The discovery call is typically 45-60 minutes. To make the most of that time, I need to understand your business, challenges, and goals BEFORE I speak with you. This questionnaire allows me to come to the call prepared with specific questions, insights, and recommendations tailored to YOUR situation—not generic advice.

Please be thorough and honest. The more detail you provide, the more value I can deliver on the call. This typically takes 30-45 minutes to complete thoughtfully.

Section 1: Basic Information

Your Full Name *

Email Address *

Phone Number *

Business/Company Name *

Your Role/Title *

Industry/Type of Business *

Number of Employees *

Section 2: Current Challenges

What is the #1 problem you're facing right now as a leader? *

Be specific. What's THE thing keeping you up at night?

What have you already tried to fix it?

Section 3: Goals & Timing

If I determine this is a good fit, how soon would you want to start? *

Which service package are you most interested in? *

I'll review your responses within 24 hours and send you a calendar link.