STOP STRUGGLING ALONE. START
SCALING WITH STRATEGY.
STOP STRUGGLING ALONE. START SCALING WITH STRATEGY.
Take a moment to answer the questions below — this helps us understand if we're the right fit for each other.
Once you've submitted this form you will receive an email with a link to set up your free 60-minute Strategy Session with Lee & Brittany.
Full Name
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Email
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Phone
What’s your business name (if applicable)?
Website or social profiles (if any):
Tell us about your business
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Who is your ideal client?
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Briefly describe your offers
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What’s your current monthly gross income from the business?
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Under $2,000
$2,000–$4,000
$4,001–$7,000
$7,001–$10,000
$10,000+
How long have you been in business?
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Less than 6 months
6 months to 1 year
1–2 years
2+ years
Do you currently work with clients/patients?
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Yes, consistently
Yes, but sporadically
Not yet
I’m still building my offer
How many clients/patients do you work with per month on average?
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What are your top 3 business goals over the next 6 months?
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What’s your biggest frustration right now when it comes to growing your business?
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Have you invested in business coaching or services before?
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Yes, and it was worth it
Yes, but didn’t get results
No, this would be my first time
Do you currently have any of the following?
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A defined brand strategy
A clear offer or service suite
A lead magnet or email opt-in
A website
Email automation
CRM setup/client management
Medical record systems (forms/flows)
Social media content strategy
Workflow or business automations
Which of the following are your top priorities to work on right now?
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Brand positioning and messaging
Clarifying and packaging your offer
Creating a lead magnet or sales funnel
Building or updating your website
Setting up email automations
Automating backend systems
Creating a content strategy
Improving patient/client experience
What’s your typical decision-making style?
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I’m decisive and move quickly
I like to weigh all options before investing
I struggle with committing to decisions
What are you looking for in a consultant or strategic partner?
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Are you prepared to invest $997–$4,997/month if we’re a good fit?
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Yes, I’m ready to invest now
I’d need a couple weeks to prepare
No, I’m not ready for this investment
What makes you a good fit for this kind of support right now?
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If we move forward, how soon are you looking to get started?
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ASAP
In the next 2–4 weeks
In 1–2 months
Just gathering info for now
Anything else we should know about your business or vision?
