Client Discovery Form
Share the details I need to design support that’s tailored to your goals and business needs.
Name
*
First Name
Last Name
Email
*
This is where I’ll send your follow-up and next steps.
Business Name
*
Website (if applicable)
Optional — sharing your website helps me understand your business faster.
Which type of support are you interested in?
*
Please Select
Working Session (60 or 90 minutes)
Project-Based Support (Operations Build / Audit & Delegation Prep)
Ongoing Support / Retainer
Choose the type of support that best fits your needs.
Briefly describe your challenge or goal:
*
Describe the main challenge or goal you’d like to solve with support. Focus on outcomes rather than day-to-day tasks.
Timeline expectations:
Provide your ideal start date or project timeframe.
Estimated budget range:
*
Please Select
<$1,000
$1,000–$2,500
$2,500–$5,000
$5,000+
Optional — helps me understand scope and scale
Anything else you’d like me to know:
Any extra context, notes, or details that would help me prepare.
Submit
Should be Empty: