Before We Meet – Client Intake Form

Do not overthink your answers. Write as you would speak. There are no wrong answers here, only honest ones.

The more you give me, the more I can give you. This is your session. Make it count.

Your Details

Full Name *

Email Address *

Session Type * Select the session you are preparing for.

Which community are you part of? Select the most relevant.

Your Story

What motivated you to step into coaching or consulting? Include any experiences, skills, or passions that make you uniquely positioned to do this work.

Where You Are Now

What stage is your business at right now? *

Just starting out — I have the idea but not much structure yet Building my foundations — I have some structure but not consistent clients or income Actively working with clients — I have some momentum but want more Scaling — I have a working model and I am ready to grow it Stuck — I am not sure what the next move is

What does your current offer look like and how are you selling it? If you do not have an offer yet, describe what you are thinking about.

What steps have you already taken to start your business? Include any platforms, accounts, or resources you have set up.

Are you currently generating consistent income from your coaching or consulting?

Yes Not yet Some, but not consistent

Who You Serve

Who are your ideal clients or target audience? Are there specific industries, sectors, or communities that stand out to you? Why?

What specific challenges or pain points do your ideal clients face? Be as specific as you can, including anything relevant to the current climate.

Your Solution and Position

What is the core problem your services solve and how do you address it?

What unique value or approach do you bring that sets you apart? Have you identified any competitors doing similar work?

Do you have a lead magnet? A lead magnet is a free resource you offer to attract and build your audience.

Yes, and it does well Yes, but I am not yet sharing it No, I do not have one Errrmmm... What's a lead magnet?

Leverage and Visibility

Do you have existing expertise, experience, or networks in any specific industries or niches? Include any potential services you could offer within those spaces.

How are you currently building your audience? Are you familiar with lead magnets and how to use them? How much business do you currently get from social media?

How confident are you showing up on live video right now? 1 = Absolutely terrified. 5 = No sweat at all.

Terrified No sweat

Have you ever shared your story publicly?

Yes Not yet

Goals and Vision

What are your goals for the next six months? Include both business goals and lifestyle or financial goals.

What does success look like for you in the next twelve months and beyond?

This Session

What is the one thing you want clarity on by the end of our time together? *

What decision have you been sitting on that you want help making? If there is more than one, pick the most important.

What is the biggest obstacle between where you are and where you want to be?

What have you already tried that has not worked?

What would make this session a genuine success for you?

Notes and Confession

What have you not told me that might be useful? What feels uncomfortable to share but you suspect it is affecting you? What were you hoping to keep to yourself but know you probably should not?

Your responses are sent directly to JJ. Please submit at least 72 hours before your session.

Received.

Thank you for taking the time to do this properly. Your answers will help me show up fully prepared. I will see you in the session.