Strategy & Advisory Application

This determines fit, alignment, and availability.

Not all applications are accepted.

Most People Want Advice. Very Few Want Direction.

Advice is easy to find. Direction is rare, because it requires commitment. At this level, we are not brainstorming.

We are not "seeing how it goes." This is structured, recurring strategic decision-making.

Strategy Is Not a Call. It’s a Relationship.

Real clarity doesn’t come from a single conversation. It comes from consistent, guided decisions over time.

You bring the business. I bring the structure.

Intake Form

STRATEGY & ADVISORY INTAKE FORM

This intake helps determine alignment, readiness, and fit for private strategy and advisory work.

Not all applications are accepted.

Please answer honestly and thoroughly. Short or vague responses may result in non-acceptance.

SECTION 1: BASIC CONTEXT

Full Name

Email *

Contact Information *

Business Name (if applicable)

Company Website

Your Role in the Business

How long have you been operating this business or working toward this goal?

Current annual revenue (or closest range):

Pre-revenue

Under $50,000

$50,000–$150,000

$150,000–$500,000

$500,000+

SECTION 2: THE REAL PROBLEM

What is the primary decision, challenge, or area of confusion you need strategic clarity on right now?

What have you already tried to resolve this, and why do you believe it hasn’t worked?

SECTION 3: OWNERSHIP & SELF-AWARENESS

What part of this situation do you believe you are personally responsible for?

What decision are you currently avoiding or postponing?

SECTION 4: READINESS & EXPECTATIONS

What does “support” mean to you in this season?

Which statement best describes you right now?

I’m ready to make decisions and execute

I need clarity before taking action

I want confirmation I’m on the right path

I’m exploring options but not committed yet

SECTION 5: COMMITMENT & STRUCTURE (NON-NEGOTIABLE)

Please acknowledge the following:

I understand this is strategic advisory, not coaching or therapy

I understand this engagement requires a six-month minimum commitment

I understand sessions are structured and limited

I understand missed sessions do not roll over or refund

I am prepared to make decisions, not just discuss ideas

SECTION 6: FIT & INTENT (QUIET AUTHORITY QUESTION)

Why do you believe this type of structured advisory is the right next step for you right now?

SECTION 7: FINAL CONFIRMATION

Is there anything else you believe I should know before deciding whether to move forward with you?

Which level of support are you applying for?

Strategy Intensive ($2,000/mo)

Weekly Advisory ($4,500/mo)

Executive Access (Invite Only)

I'm not sure yet

Strategy Subscription- Intake Score

Applications are reviewed personally.

If approved, the next steps will be shared directly by email.

By submitting this application, you acknowledge:

• All engagements require a six-month minimum commitment

• Sessions are private and limited in availability

• Approval is required before scheduling or payment

Read This Carefully.

6-month minimum commitment required.
No month-to-month.
No "pause while I think."
This structure exists to protect momentum.

[email protected]

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