Consultation Intake

Prepare for Your Consultation

Everything you need to know before we talk — so we can make the most of our time together.

Before the Call

What to Prepare

A short bio draft (even rough notes are fine)

Your professional title and main area of expertise

A list of 3–8 projects, programs, or accomplishments

Your primary services or offers

Any books, courses, or resources you've published or created

Your preferred consultation booking method

Any brand colors, style direction, or inspiration examples

Testimonials or kind words from clients, students, or community members

During the Call

Who is your primary audience?

What do you want visitors to do after seeing your profile?

What have you built that you're most proud of?

What services or offers do you want to feature?

Do you have books, courses, or resources to showcase?

What's your timeline for having a profile live?

Have you worked with a designer or developer before?

What does success look like for your professional profile?

Important

Student records or academic transcripts

Passwords or account credentials

Credit card or payment information

Bank account or routing numbers

Social Security or government ID numbers

Legal case details or sensitive legal documents

Medical or health records

Private client files or confidential business documents

After the Call

You'll receive a follow-up summary of what was discussed

A package recommendation based on your goals and scope

A proposal outline if scope is clear enough to estimate

Next steps for moving forward (if desired)

A timeline estimate for the build