Discovery & Alignment Strategy Preparation

“I believe a prescription… without a diagnosis… is malpractice.” 

In preparation for our meeting, please answer the following questions as thoroughly as possible.

During the scheduled strategy session, I’m going to ask you a number of questions about yourself and your specific goals. I want to find out more about you—where you’ve been, where you’re at now, but most importantly, where you’re going.

Then, we’ll map out a proven strategy for you to get there… And if we determine that it would be a good fit for us to work together to implement that strategy, then we can talk about what that might look like. 

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Email *
Today's Date *
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First and Last Name *
Phone Number *
1. TODAY'S EXPECTATION:
Why did you decide to book the call, and in your mind, what would be the best possible outcome of our time together? 
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2. FUTURE STATE:  If you were to write the script yourself, and everything you wrote came to pass, where do you see yourself in 3-5 years?

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3. PROBLEM OR GOAL: Name the pain you want to get rid of or prevent, the problem you want to solve, or the result you want to get.
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4. CURRENT REALITY:  Tell me about how it is right now.
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5. DESIRED OUTCOME: What do you want the change to look like exactly?
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