• YLWBUG® Client Intake Questionnaire

    Transform Your Vision Into Action

  • This brief questionnaire helps us understand how YLWBUG® can best support your transformation goals. Based on our YOU™ Framework, we'll explore your Purpose, Journey, and Community to determine the right fit and next steps.

     

    Estimated time: 7 minutes

  • Format: (000) 000-0000.

  • Y™ — YOUR PURPOSE (The Root)

    Understanding your "why" is foundational to meaningful change.
  • Why does this matter to you personally? (What drives your passion for this work beyond financial or business success?)*

  • O™ — YOUR JOURNEY, PART 1 (The Circle)

    Your transformation is a process, not an event. Let’s understand where you are.
  • Where are you currently in your transformation process?*
  • Have you worked with a transformation partner or consultant before?*
  • What feels most urgent right now?*

  • O™ — YOUR JOURNEY, PART 2

  • What’s your timeline for addressing your current needs?*

  • U™ — YOUR COMMUNITY (The People)

    No transformation happens alone. Let’s understand your ecosystem.
  • Who are the key people your transformation will impact?*
  • What’s your biggest relationship or communication challenge?*

  • PARTNERSHIP & PROJECT DETAILS

    Let’s explore how we might work together.
  • What type of support would be most valuable right now?*
  • About budget: this helps us recommend the right scope for your team. It isn't a commitment, and "Not sure yet" is a fine answer.
  • What's your approximate budget range for this work?*
  • Who needs to be involved in the decision-making process?*

  • FINAL REFLECTION

  • How did you hear about us?*
  • Should be Empty: