Business & Collaboration Intake

Name* This field is required.

First Name

Last Name

Email* This field is required.

example@example.com

Phone Number

Please enter a valid phone number.

Which segment best describes you?* This field is required.

Savvy Small Business

Freelancer

Energized Entrepreneur

Christian Collaborator

What kind of business do you run?

Your #1 operational challenge right now

Where do you spend too much time each week?

Client onboarding

Scheduling

Invoicing

Task tracking

Hand-offs

Documentation

Other

What tools are you using now?

Type option 1

Type option 2

Type option 3

Type option 4

Other

What isn’t working?

Desired outcomes (30–60 days)

SOPs for key workflows

Clean project pipeline + deadlines

Tool stack audit + recommendations

Simple dashboard for progress

Light bookkeeping / reporting rhythm

Team roles & responsibilities clarified

Budget comfort* This field is required.

Under $300 (quick audit + plan)

$300–$750 (audit + 2 workflows implemented)

$750–$1.5k (audit + tool setup + SOPs)

$1.5k+ (deeper implementation & training)

When would you like to start?

ASAP (this week)

Within 2 weeks

Within a month

Type option 4

Time you can commit weekly

~1 hr / wk

2–3 hrs / wk

4+ hrs / wk

Type option 4

Who approves changes or budgets?

Success in 60 days would look like…

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What do you freelance in?

How do you track projects & deadlines now?

Type option 1

Type option 2

Type option 3

Type option 4

Biggest friction with clients

Type option 1

Type option 2

Type option 3

Type option 4

Do you have standard contracts?

Type option 1

Type option 2

Type option 3

Type option 4

Top priority for the next 30 days

Templates (proposal, SOW, invoice)

Clear client onboarding → offboarding

A simple “one-board” project hub

Payment & late-fee policy

Preferred tools

Type option 1

Type option 2

Type option 3

Type option 4

Other

Income target next 60 days

Budget comfort* This field is required.

Under $200 (templates + checklist)

$200–$500 (templates + system setup)

$500–$900 (setup + coaching sessions)

$900+ (done-with-you retainer)

Start timeframe

Type option 1

Type option 2

Type option 3

Type option 4

Weekly time you can commit

Type option 1

Type option 2

Type option 3

Type option 4

What would make your freelance life feel easier in 30 days?

Describe your business/idea in one sentence

Biggest barrier to growth right now

Unclear offer / pricing

Ops not scalable

No SOPs / playbooks

Data not trustworthy

Delivery is inconsistent

Do you have written Standard Operating Procedures (SOPs)?

Yes

Well, kinda

How confident are your metrics?* This field is required.(1=Not Confident , 5= Very Confident)

Interested in a basic KPI dashboard setup?

YESNO

Choose your 60-day focus

Offer clarity + pricing

SOPs for delivery

Tool stack + automations

Simple KPI dashboard

Project execution rhythm

Team size & roles

Budget comfort* This field is required.

Under $500 (roadmap + DIY checklist)

$500–$1.2k (roadmap + 1–2 implementations)

$1.2k–$3k (implementation + training)

$3k+ (fractional ops)

Start timeframe

Type option 1

Type option 2

Type option 3

Type option 4

Time you can commit weekly

Type option 1

Type option 2

Type option 3

Type option 4

Success headline in 30 days

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Max. file size: 10.6MB

What type of project is this?

Book / Publishing

Event / Speaking

Collaboration / Partnership

Community / Service Initiative

Other

Where are you in the journey?

Idea

In Progress

Almost Ready

Launched/Needs support

Your biggest roadblock

Primary support needed

Publishing Guidance

Event Design & Logistics

Speaking/ Bookings

Partnerships & Vendors

Community Building

Marketing & Visibility

Have you partnered with other Christian creatives?

YESNO

Desired impact of this project

Budget comfort* This field is required.

<$300 (advice & checklist)

$300-$800 (Plan & Starter Assets)

$800-$1.8k (Planning + Execution Support)

$1.8k + (end-to-end support)

Target date / event window

Date

Volunteer or vendor network available?

Tell us more

Yes/No

Prayer or Scripture request

File UploadUpload sample doc

Drag and drop files here

Select files to upload

Max. file size: 10.6MB