This short application helps me understand your business, your current systems, and what feels out of alignment right now. After you complete this form, you will be taken to the schedule page for your FREE consultation.

Please answer honestly and with as much clarity as you can. Your responses allow me to come into our conversation prepared, focused, and respectful of both of our time. (If you are looking for help with a certain project, please note so below and answer the questions regarding this project)

Contact Information

First Name *

Last Name *

Phone *

Email *

How did you hear about me?

Business Information

Name of Your Business

Business Website

Please briefly describe what your business offers *

Which best describes your business stage? *

Just starting (0-12 months)

Established, but disorganized

Scaling and systems are breaking or need to be set in place

Pivoting or rebuilding

Are you looking for help for a specific project or your overall business operations? *

Project / Event

My overall business operations

Operations Questions

What currently feels most frustrating or heavy about your systems or operations? *

Where do you feel things are leaking time, money, or energy? *

Please list the tools and platforms you are currently using: *

What are you hoping to build, fix, or streamline right now? *

Have you ever invested in systems setup, operations support, or tech consulting before? *

Yes, I have hired someone in the past (VA, OBM, set up only, etc.)

Yes, I currently have a VA

Not officially, just DIY (did it myself)

What is your ideal timeline for getting started aligning your systems / beginning your project? *

Immediately / within the next 2 weeks

Within the next 1 - 2 months

Within the next 3+ months

For a one-time systems activation/project, which investment range feels realistic for you right now? *

< $1k

$1k - $2k

$2k - $4k

$4k +

Why does this feel important to address now (as opposed to later)? *

Please write any other notes you want to share with me here:

After this form is completed, I will schedule my FREE 45 minute consultation on the next page. I understand this is a paid service if we decide to move forward. *

I agree