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1:1 general intake form

✨ Welcome!✨ 


I’m so glad you’re here. This form is designed to give me a clear picture of where you’re at right now, what you’re working toward, and how I can best support you. The more honest and detailed you are, the more tailored and valuable our 1:1 work will be.


There are no “right” answers - this is all about your vision and creating a plan that feels aligned for you. Take your time, reflect, and dream big!

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Question 1 of 11

What's your name/business name/IG handle? 

Question 2 of 11

What would be your top 3 goals for working 1:1 together?

Question 3 of 11

What are your biggest challenges right now (confidence, content, business, etc.)? 

Question 4 of 11

What does your current business look like? (e.g., number of clients, virtual vs in-person, revenue streams)

Question 5 of 11

What’s working really well right now and what feels the hardest and most frustrating? 

Question 6 of 11

Do you see yourself wanting to focus more on:

 

  • Building your client base

  • Creating programs/packages

  • Social media/marketing

  • Scaling income streams (e.g., online offers, group programs)

  • Other?

Question 7 of 11

What kind of support do you feel you need most right now? (accountability, strategy, confidence, etc.)

Question 8 of 11

What’s one thing you want to feel by the end of our work together?

Question 9 of 11

Have you invested in a coach or mentor before? If so, what was that experience like for you?

Question 10 of 11

What budget range are you comfortable investing right now? 

(Select all that apply)
A

$500-$1,000

B

$1,500-$3,000

C

$3,500+

Question 11 of 11

If we're a good fit, when would you ideally like to begin?

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