Strategy Call Application

What is Your Name?* This field is required.

First Name

Last Name

Email* This field is required.

example@example.com

How did you find me?* This field is required.

How Long Have You Been In Business?* This field is required.

Have you booked a strategy call with me before?* This field is required.

Yes

What would you most like to focus on during our strategy call?* This field is required.

Systems + operations

Backend organization

Automation

Funnels + customer journey

Launch strategy + setup

Client/customer experience

Delegation + team workflows

Course or membership setup

Email marketing + automations

Kajabi

GoHighLevel

Other tech/platform questions

Other

What are you looking for support with?* This field is required.

Organization(day to day, crm, processes)

Tech/Systems Audit & Recommedations

Kajabi Support

GHL Support

Team structure

Squarespace Support

Funnel Build/Optimization Support

I'm not 100% sure, but I know I need help!

Tell me a little about your business and what you do.* This field is required.

What’s currently feeling messy, inefficient, frustrating, or harder than it needs to be?* This field is required.

Do you want to book 1 strategy call or would you like a package of 3?* This field is required.

1 for $247 (if you are on my email list and one of the first 5 to apply - you'll get 50% off!!)

If we could solve or get clarity around ONE thing during our 60 minutes together, what would make this call feel most valuable to you?* This field is required.

How soon are you interested in booking your call(s)? Do you have a project deadline?* This field is required.

What type of support are you looking for?

Tech Support

Online Course Support

Email Management

Graphic Creation

Oversight of Team

CRM Support

Social Media

Lead Gen

Copywriting

Dubsado Support

Kartra Support

Kajabi Support

Website Creation

Day to day task management

Other

What are you looking to outsource?* This field is required.

If you had to rate your business on a 1-5 star rating, what would you give it?* This field is required.

What platforms/tools are you currently using in your business?* This field is required.For example: Kajabi, GoHighLevel, ConvertKit, Squarespace, Stripe, Asana, Google Workspace, etc.

Do you currently have a team? If so, tell me briefly who is on your team and what they handle.

Is there anything you've already tried or changed related to what you'd like help with?

Is there anything you'd like me to review before we meet?This could include pages, funnels, automations, workflows, documents, or anything else that would help me understand your current setup.

Links you'd like me to review:Please do not input logins/passwords here

Would it be helpful for me to look inside one of your platforms before our call?If access would be helpful, I'll send you instructions for securely adding me as a user or providing temporary access before our call. Please do not submit passwords through this form.

Yes

I'm not sure — we can decide after you review my intake

Is there anything else you'd like me to know before we meet?