Worksheet

Let's Get Started

1.

Full Name

2.

Business Name

3.

Email address and phone number you can be reached at

4.

Website & social media links

Please share your current website (if you have one), and any social media platforms you use to promote your business or yourself.

5.

What software and systems do you currently use in your business?

Please let me know what platforms, or SAAS you already are using for your online business.

For example, if you have a website where are you hosting it? (Wix? Squarespace?) Or if you use email marketing software like Mail Chimp or Constant Contact?

Do you use a Client Management System (CRM) to keep track of your leads, current clients, and past clients?

Do you use scheduling software?

Do you use and LMS for courses? Any software to build and design those courses?

Any other tool you pay for that you use in your business?

6.

Tell me a little about your business and what you offer.

7.

Who is your ideal client or audience?

8.

What’s going well in your business right now?

9.

Your Needs & Goals

10.

What prompted you to reach out for support at this time?

11.

Which of my services are you most interested in? (check all that apply)

12.

What are your top 3 priorities or goals for the next 6 months?

13.

What challenges are getting in your way?

14.

How do you prefer to communicate?

email, text, phone calls, zoom calls?

15.

What is your preferred working style?

16.

What’s your timeline for getting started?

17.

How did you hear about me?

18.

Which service package feels like the best fit for you right now? and Why?

  • Confident START — Done-for-you setup + recorded walkthroughs
    For solopreneurs who want their systems set up without the overwhelm. I’ll take care of the tech and integrations, then provide clear walkthroughs so you can confidently manage everything yourself.

  • Learn by DOING — Collaborative build + real-time learning
    Ideal if you want to actively learn while we co-create your systems. You’ll gain the confidence to manage your backend with recordings, documentation, and hands-on practice.

  • Tech PARTNER — Full setup + ongoing support
    Best if you’re looking for a trusted partner to manage the tech side of your business long-term. I’ll set everything up and stay on board to keep things running smoothly, so you can focus on your work.

  • I’m not sure yet — I’d like your guidance
    No worries! We’ll figure out the right option together based on your goals, needs, and timeline.

19.

To help me recommend the right options, what investment range feels comfortable for you right now?

20.

How did you hear about me?

21.

Is there anything else you’d like me to know before we connect?

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