You’re In!
Here is What To Expect:
📝 Pre–Call 1 — Intake Survey
Before our first call, you’ll complete a short intake survey.
This isn’t busywork.
It ensures we use the live session for signal, not setup.
The survey helps:
Establish context
Surface constraints and open questions
Capture what’s already been thought through
Come to Call 1 having written things down, not “figured them out.”
🧠 Call 1 — Intake & Signal Capture
1 of 2: A focused 50-minute working session.
You walk me through the business as it actually exists today.
I ask targeted questions to surface context, constraints, and decision history.
This call is about:
Getting everything out of your head and into a shared space
Capturing signal without forcing conclusions
Making sure nothing important is missing or distorted
I don’t rush diagnosis here. I collect the inputs required to do it correctly.
🧠 Between Calls — Left Brain Synthesis
After Call 1, you’ll get a link to schedule session 2 - while I step away to process (1-2 days).
I review:
Your intake survey
The full recording
The patterns, contradictions, and constraints that emerge
This is where clarity is built — not live on the call, but deliberately.
🎯 Call 2 — Strategy & Direction
2 of 2, a last focused 50-minute working session.
I return with a written structured synthesis, where this document delivers:
What’s actually going on
Where effort is leaking
What matters now vs. later
You’ll leave with:
Clear priorities
Strategic options
Explicit next steps
Permission to stop pursuing what isn’t serving the system
Thank you for trusting us with your vision.