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1. Full Name

2. Email Address

3. Business Name + Website

4. LinkedIn Profile

5. Time Zone

6. How were you referred to me?

7. What is your current annual revenue?

$10M+

$3M–$10M

$1M–$3M

$500K–$1M

8. How is your team currently structured?

9. What is your approximate monthly payroll and contractor spend?

<$10K

$10K–$30K

$30K–$75K

$75K+

10. Where do you feel you are currently over-investing in people, processes, or resources?

11. What areas of your business feel unnecessarily complex, slow, or dependent on human input?

12. If nothing changes in the next 6–12 months, what is the financial or operational cost to your business?

13. How are you currently leveraging AI within your business?

Not currently using AI

Light usage (content, basic tasks)

Some workflows automated

Integrated into core operations

14. Which areas are you most interested in optimizing or restructuring?

15. What tools, platforms, or systems are you currently using to support your business?

16. If your business were fully optimized, what would it look and feel like 12 months from now?

17. What is your primary objective at this stage?

18. If we identify clear opportunities to improve efficiency and restructure your operations, how open are you to engaging in implementation support?

Yes, I'm actively looking for support

Open, depending on the approach

Not at this time

19. What level of support are you most interested in?

VIP Day (focused, high-impact)

Strategic Intensive (on-going advisory + implementation sprint)

Not yet sure

20. Who is the decision-maker for this engagement?

I am

Myself + partner

Team

Other

21. Is there any additional context you'd like us to consider as we review your application?

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Thank you for taking the time to complete this application.

Each response is reviewed personally.

If there is alignment, you will be invited to schedule a private strategy session where we will identify your highest-leverage opportunities for optimization and growth. We will be in touch within 24 hours.

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