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This isn’t just data. This is the pulse of your work, your world, your rhythm. Let’s name it, together.

What’s your name?Who are we talking to? What’s a good email address for you?The one you actually check. What’s your phone number?Optional—but helpful if we need a quick chat. What’s the name of your business?The name on the door—or the one in your head. 1. What’s your official title or role?What do people call you, and what do you actually *do*? 2. Do you have employees or partners?Who else is on the team, and what do they handle? 3. Who are your main clients?Describe your people—who you serve most. 4. How do they typically find you or get connected to you?Referrals, website, social media, cold calls? 5. Walk us through a typical day or week.What’s on repeat—meetings, tasks, rituals? 6. What takes the most time or drains your energy?Where’s the drag? What drains your battery? 7. What parts of the work light you up or make you feel good?The stuff you’d do even if you didn’t have to. 8. How do you handle paperwork and records today?Contracts, invoices, forms—what’s the system (or lack of one)? 9. How do you track contacts, commitments, or follow-ups?Spreadsheets? Sticky notes? A CRM? Memory? 10. Describe how you work with clients from first contact to completion.Map the whole journey out, step by step. 11. Where do people fall through the cracks?Missed messages, late responses, forgotten details? 12. What would you like to delegate first?The task you’d happily never touch again. 13. What stops you from delegating or automating?Money? Trust? Time to train? Tech headaches? 14. If you had 10 extra hours of help each week, what would you use them for?Be honest. Be bold. 15. If things ran smoothly, what would your days look like?Paint us a picture. 16. How do you want your work to affect your clients?What’s the ripple you’re trying to make? 17. Anything else you'd like us to know?Rants, dreams, dealbreakers—lay it down.