This questionnaire will help me start getting to know you and your business better so I can provide the support you need to achieve your goals.
Please take your time answering each question thoughtfully but also, try not to overthink it. Feel free to share as much or as little as you feel comfortable.
There is no rush on this, but please complete it before our onboarding call.
So excited to work with you!
This is completely optional, but I'd love to send you a little something via snail mail. If you're open to sharing your mailing address, please include your street address, city, postal code (if appropriate), and country.
This can be a number you're close to achieving or a longer-term goal — whatever aligns best with the life you truly want.
Is this something you'd always wanted to do, or did it happen more unexpectedly?
Are there any non-negotiables that you're not willing to change, like your schedule, core values, routines, minimum income, client types, etc.?
If there's a personality framework you love (e.g. Four Tendencies, Big Five, Myers-Briggs, CliftonStrengths), please tell me about your personality type.
For example, would you benefit most from practical, step-by-step guidance, big-picture brainstorming, gentle accountability, direct feedback, cheerleading and encouragement, my own stories of success and failure, or something else entirely? Feel free to share anything that would make this experience especially valuable to you.
Would you like me to continue sending you occasional check-in messages, give you time and space until our next call, or support you in some other way?