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Your intake is complete.

Thank you for taking the time to fill this out honestly. I’ll review your answers before our first session and come prepared. Check your email for confirmation and next steps.

Digital Strategy Intensive
Client Intake Form

Before we begin, I need to understand where you are and where you want to go. Be honest. That’s where the real work starts.

About You

Full Name *

Email Address *

Phone / WhatsApp

Business Name *

Website or Main Platform URL

What platform(s) are you primarily on? *

Instagram
TikTok
YouTube
Facebook
LinkedIn
Email List
Other

Your Business Right Now

What do you sell or offer? *

Be specific. Products, services, offers, price points — whatever applies.

How long have you been in business? *

Less than 6 months
6–12 months
1–2 years
2–5 years
5+ years

What is your current average monthly revenue? *

Pre-revenue (not selling yet)
Under $1,000/month
$1,000–$3,000/month
$3,000–$5,000/month
$5,000–$10,000/month
$10,000+/month

How are you currently generating sales or clients? *

What’s working right now, even if inconsistently?

Where You Want to Go

What is your #1 goal for this intensive? *

What would make this feel like a complete win for you?

What is your revenue goal for the next 90 days? *

What income stream do you most want to build or scale? *

Digital products (templates, courses, PLR, etc.)
Coaching or consulting
Membership or community
Done-for-you services
Affiliate marketing
Multiple streams — need help deciding which to focus on first

What’s Getting in the Way

What are your biggest challenges right now? *

Check everything that applies.

No consistent strategy — I wing it
Not enough leads or traffic
No email list or funnel
Struggling with content creation or consistency
My offers aren’t converting
Not sure how to price or position my offers
Too many ideas, not enough execution
Time management and overwhelm
Mindset and confidence blocks
Tech and systems — I don’t know what tools to use

What have you already tried that hasn’t worked? *

Don’t sugarcoat it. This helps me understand what to avoid.

Is there anything holding you back from fully committing to this work? *

How You Work Best

How many hours per week can you realistically dedicate to your business right now? *

Under 5 hours
5–10 hours
10–20 hours
20–40 hours
40+ hours (full-time)

Do you currently have a 9-5 or other income source?

Yes — full-time job
Yes — part-time job or other income
No — this is my primary or only income source

How do you prefer to receive feedback and direction? *

Direct and blunt — just tell me what to do
Thorough with detail — I want to understand the why
Collaborative — I like to think through things together
Mix of all of the above

Anything Else

Is there anything specific you want me to know before we start? *

Personal situation, business context, what you’re most nervous or excited about — anything that would help me show up better for you.

How did you hear about the Digital Strategy Intensive?

Your intake is complete.

Digital Strategy IntensiveClient Intake Form

Digital Strategy Intensive
Client Intake Form