Strategy session intake assessment

Tell us more about your business!

We’re looking forward to our upcoming strategy session with you!

In order to provide the best possible service and get the most out of our time together, we ask that you please complete this short intake assessment. There is no right or wrong answer to any question. This will simply help us assess where you are at now, what issues you’re facing and what you want to achieve during our session.

Name(Required)

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Briefly describe your business and who you primarily serve.(Required)

How would you describe your current stage of business (early growth, scaling, plateau / stuck, pivoting / rebranding)?(Required)

What is currently working well in your business?(Required)

What prompted you to book this strategy session?(Required)

If this session were a success, what would feel clearer or easier afterward?(Required)

What do you think your website or brand does well?(Required)

What do you feel is not working or feels frustrating?(Required)

How are most people currently finding you?(Required)

What best describes your current capacity: small tweaks only, moderate improvements, open to a bigger overhaul?(Required)

Are there any upcoming launches, deadlines, or changes we should be aware of?(Required)

Is there anything else you'd like us to know?

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Strategy session intake assessment

Tell us more about your business!

We’re looking forward to our upcoming strategy session with you!

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