Complete this form before your strategy session. Your answers directly shape what gets built — vague answers mean a longer call.
⏱ Estimated: 10–15 minutes
SECTION 1 OF 425%
01
About
02
Services
03
Setup
04
Final
01
About You
Let's start with the basics so I know who I'm talking to and what you're building.
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One or two sentences. Example: "I'm a business coach working with early-stage founders to build their first six-figure revenue."
Please describe what you do
Please select one
Please select one
02
What You're Looking For
Tell me what you need and what problem we're solving. The more specific you are, the better the strategy session will go.
Please select at least one
Be specific. Not "I need help with my business" — but "I spend 3 hours a week manually compiling reports my clients never read anyway."
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Please give a specific answer (at least 50 characters)
Be concrete — not "things are better" but "my team gets automated weekly reports without me touching a spreadsheet."
Please describe your 90-day vision
Upcoming launch, busy season, new hire, rebrand, etc. Skip if not applicable.
Please select one
Follow-Up
What tool, person, or approach did you use? Understanding this helps me build something that solves the root problem, not just adds another layer on top.
03
Your Current Setup
I need to know what's already in place before I build — this avoids duplicating things that work and replacing tools you depend on.
Please select at least one
Name the tool and briefly explain why. Skip if not applicable.
Please select one
Follow-Up
04
Before We Connect
Last section. A few quick things to help me prepare for your strategy session.
⚡ Almost done. Submit this at least 24 hours before your strategy session so there's time to review your answers in advance.
Please select at least one
There's no wrong answer — this helps me address it before we start rather than mid-build.
This isn't a commitment — it just helps me understand where you're heading so I can keep that in mind.
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YOU'RE ALL SET
Your Offstage Consultants intake has been received. Expect a confirmation within 24 hours with your strategy session details.
Offstage Consultants — Business & Personal Solutions