Fern & Sage Potential Client Invitation
Basic Information
Name
First Name
Last Name
Email
example@example.com
Company Website
LinkedIn Profile
Business Information
How would you describe your business or career role?
Service Based
Product Based
Combination
Other
What Industry are you in?
Tech
Finance
Creative/Design
Health & Wellness
Other
What stage is your company
Pre-Launch (Idea Stage/Seeking Seed Funding)
Startup (Under 2 Years/Seed or Series A)
Established (3+ Years/Series A or B)
Scaling & Growing (Series C)
hat is your biggest challenge right now? (Check all that apply)
Scaling & Growth Strategy
Customer Experience & Retention
Leadership & Team Development
Operational Efficiency & Process Improvement
Financial Planning & Profitability
Other
What are your current monthly or annual revenue levels? (This helps us understand your growth stage—numbers will remain confidential.)
Under $50K
$50K-$150K
$150K-$250K
$250K-$500K
$500K-$1M
$1M+
Mindset & Goals
Why do you want to work with Fern & Sage? (Briefly explain in 2-3 sentences.)
What are your top 3 business goals for the next 12 months?
Have you worked with a coach, consultant, or mentor before?
Yes
No
On a scale of 1-5, how open are you to change and implementing new strategies?
1 - Not Open at All
2 - Hesitant but Willing
3 - Open but Need Guidance
4 - Ready to Implement Changes
5 - All In & Ready to Transform
Submit
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