Client Pre-Assessment Form -

Tell Me About Your Business & What You Need

Thank you for your interest in working with me.

Rather than beginning with a discovery call, I use a short pre-assessment process to understand where you are, what you’re trying to achieve and the type of support you may need.

This helps me determine whether I am the right person to support you and, if so, the most appropriate way for us to work together.

Please complete the form below with as much relevant information as possible.

Once I’ve reviewed your responses, I’ll contact you with the recommended next step.

1. About You

Your name

Your email

Your business

Your website (optional)

Where are you based

2. Where are you in your business journey?

Which best describes your current situation?

I'm exploring how to turn my expertise into a business.I have a business idea but haven't launched yet.I'm preparing to launch my business.I've recently launched and need help gaining structure or direction.I have an established business and want to improve or grow it.I want to develop a new product, service or revenue stream within my existing business.Other

3. Tell Me About What You Do

What is your professional background, area of expertise or current business? Briefly tell me about your experience, expertise, profession or the business you currently operate.

If you already have a business, what products or services do you currently offer? If you're still at the idea stage, tell me what you're considering offering.

Who do you currently serve—or hope to serve? Tell me about the type of clients, customers or organisations you want to work with.

4. What Are You Trying to Achieve?

What would you most like to achieve over the next 6–12 months? For example: launch a consultancy, develop a new service, productise your expertise, improve your business systems, create additional revenue streams or prepare your business for growth.

What is currently preventing you from achieving this? * Tell me about the main challenge, uncertainty or obstacle you're experiencing.

5. What Do You Need Help With?

Which areas would you like support with? *

[Select all that apply]

Identifying how to monetise my expertiseBusiness idea developmentStarting a consultancyBusiness strategyBusiness model developmentNiche and positioningProduct or service developmentOffer creationProductising my expertise or servicesPricing and revenue modelLaunch strategyBusiness systems and processesStandard Operating Procedures (SOPs)Improving business operationsCreating new revenue streamsScaling an existing businessBusiness tools or implementation resourcesOther

6. What Type of Support Are You Looking For?

Which option currently sounds closest to what you need?

[Select all that apply]

A structured programme I can work through.Strategic advice and recommendations.Help developing a strategy and implementing it.Practical systems, processes or business tools.I'm looking for something specific but I'm not sure which service I need.I'm not sure yet—I would like you to recommend the most appropriate option.

7. What Have You Already Tried?

Have you already taken any steps to address the challenge you've described? This might include courses, consultancy, research, new systems, changing your offer, marketing initiatives or trying to solve the issue yourself.

What happened? Tell me briefly what worked, what didn't and what you learned from the experience.

8. Your Priorities

How important is resolving this issue to you right now? *

[Single choice]

It's an immediate priority.I'd like to address it within the next 1–3 months.It's something I'm planning for the next 3–6 months.I'm exploring my options at this stage.

When would you ideally like to begin?

[Single choice]

As soon as possibleWithin the next monthWithin 1–3 monthsWithin 3–6 monthsI'm not sure yet

9. Investment

Have you allocated a budget for professional support? *

[Single choice]

YesI have an approximate budget in mind.Not yet, but I'm prepared to invest in the right solution.I'm currently researching costs.

If you have a budget range in mind, please indicate it below.

10. What Would Success Look Like? Be as specific as you can. This could be a decision made, an offer created, a business launched, a system implemented, a new revenue stream developed or simply having a clear strategy and action plan.

If we worked together successfully, what would you like to have achieved by the end of our engagement? *

11. Anything Else I Should Know? Is there anything else you'd like me to know before I review your enquiry? Please include anything you think would help me understand your situation or requirements.

What Happens Next?
Once you submit your Client Pre-Assessment Form, I will personally review the information you've provided.
Based on your responses, one of three things will happen:
1. I'll Recommend the Most Appropriate Next Step
If one of my existing programmes, services or resources appears to meet your needs, I'll point you towards the most appropriate option.
2. I'll Invite You to a Conversation
If I believe your requirements would benefit from a more detailed discussion, I'll invite you to arrange a conversation so we can explore the opportunity further.
3. I'll Let You Know if I'm Not the Right Fit
There may be occasions where your requirements fall outside my area of expertise or I don't believe my services are the best solution for you.
If that's the case, I'll let you know rather than recommending a service that isn't appropriate.

No Obligatory Discovery Call. No Pressure.
The purpose of this process is to make the first step more useful for both of us.
You can explain what you need in your own time, and I can properly consider your requirements before recommending what happens next.
Completing this form does not commit you to purchasing a programme or consultancy service.
It simply helps us establish whether there is a good fit.
Ready to Tell Me What You Need?
Complete the Client Pre-Assessment Form below and I'll review your enquiry.