Conversation Preparation

Thank you for scheduling this conversation.

Two minutes is enough to get us started. If you have a few more minutes, the optional questions in Step 3 help me prepare specific options and a realistic investment range before we meet. Brief answers are welcome. There is no need to have everything figured out.

Step 1 of 3

About you

Required fields are marked with *

Name Email

Organization Your role

Next→Tell me what is behind this conversation and what matters most.

Step 2 of 3

Your priorities

What prompted this conversation now? What specific business or organizational outcomes matter most to you right now?

What kind of help are you considering? Choose any that fit One-on-one coaching Leadership team work Training or workshops Assessments or diagnostics Culture or organizational health Not sure yet

Who would this involve? When would you like to start?

Next→Optional. Whatever you add helps me prepare.

Step 3 of 3

Where you are today

Everything in this step is optional. A few answers are better than none.

Add detail so I can scope this well About 5 minutes

Each answer lets me replace an assumption with a fact. That makes any options and investment range I share more accurate.

How would you know this worked? What would be different, and how would you tell? What happens if nothing changes over the next 6 to 12 months? Who else is involved in this decision, and how are decisions like this usually made? What have you already tried, such as coaching, training or assessments? What helped and what did not? Where are the people located, and do you expect any in-person work?

Have you set aside a budget for this? If you are comfortable, what range?

Share more context Optional

Why are these outcomes critical to your success or your organization's direction? What would make our conversation especially worthwhile for you? What is already working well that you want to preserve or build on? Where would you most like to see progress or a different result? Is there anything else that would help me understand the context before we meet?