About You
Full Name
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Business Name
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Email
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Website
LinkedIn
Instagram
Business Snapshot
How long have you been in business?
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Less than 1 year
1-3 years
3-5 years
5+ years
Current annual revenue (approximate is fine):
<$100K
$100K-$250K
$250K-$500K
$500K-$1M
$1M-$2M
$2M+
Do you currently have team members?
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No
Yes, 1–2 contractors
Yes, a small team (3–7 people)
Yes, a larger team (8+ people)
What is your current business model? (Choose as many models as apply to your current offer stack.)
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1:1 Services
Group Programs or Courses
Products (Digital or Physical)
Membership or Subscription
Consulting or Advisory
Agency or DFY Model
Other
Operational Insight
What feels heaviest in your business right now?
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Which of these are you most craving support with? (Choose up to 3)
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Clarifying priorities and big-picture vision
Delegating without dropping balls
Team structure or hiring
Systems and backend clean-up
Profit margins and pricing
Operational metrics and dashboards
Leadership capacity / personal sustainability
Something else
Have you already taken the Profit Engine Pulse assessment?
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Yes
No
Not yet, but I plan to
If yes, what was your Leadership Lens result?
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Connector
Visionary
Catalyst
Builder
I don’t remember
Strategic Fit
Why does now feel like the right time for a strategic reset?
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If the next 90 days went right—what would be different in your business? (Be specific. Think outcomes, not tasks.)
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What results would tell you your backend is finally working for you—not just because of you?
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Are you open to fractional or project-based support after this session? (This helps us determine the best-fit offer and operator bench match.)
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Yes, I’m looking for more hands-on help
Maybe—I’m exploring options
No, I’m just interested in the strategy session
Logistics & Confirmation
Please confirm the following (check all):
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I understand this is a paid session
I’ll receive a calendar link to schedule my session after payment and contract execution
I agree to complete any prep materials before my session