Step 02 · Onboarding

Welcome to the
Family. Let's Begin.

You've signed — now let's get everything set up. This intake form gives me everything I need to hit the ground running for you.

We're officially in business.

Your intake is complete. I'll review everything and reach out within 24 hours with your kickoff details.

This is your onboarding form. Fill it out completely — the more you share now, the faster we move. All information is kept strictly confidential.

01 Primary Contact

First Name *

Last Name *

Title / Role *

Email Address *

Mobile / Direct Phone *

Your Time Zone

02 Company Information

Legal Company Name *

DBA / Brand Name (if different)

Company Website *

Industry *

Business Address

Is the billing contact the same as above?

Yes No — different contact

03 Services Engaged

Which services are we working on together? *

Business Development & Connections Sales Training & Pipeline Coaching Corporate & Social Events Growth Partner (Monthly Retainer)

Engagement Start Date

Engagement Length

04 Business Overview

Tell Me About Your Business *

Top 3 Goals for Our Engagement *

Key Competitors

Your Biggest Differentiator

05 Sales Infrastructure

CRM Platform

Sales Team Size

Do you have existing marketing materials / collateral?

Yes — plenty Some No In progress

What materials do you have? (if any)

06 Key People & Communication

Key Stakeholders I Should Know

Preferred Communication Method

Email Phone / Text WhatsApp Slack

Preferred Meeting Cadence

Anything Else I Should Know Before We Start?

All information is strictly confidential. I'll confirm receipt within 24 hours.