Power Hour – Strategy Session Intake Form

This form is designed to help us make the most of your 60-minute strategy session. By sharing your goals, current situation, past efforts, and desired outcomes in advance, you’ll give me the context I need to dive straight into solutions. The more specific you are, the more focused and impactful our time together will be.

It’s your space to outline what you want to achieve, what’s been working (or not), and any key details I should know—so you leave the session with clarity, a clear action plan, and momentum to move forward.

Please fill this out 48 hours before the scheduled call.

Full Name *

Email *

Phone *

1. What is the main goal or issue you'd like to focus on during our Power Hour session? *

(Be as specific as possible – clarity helps us go further faster.)

2. What are your top 3 goals for your brokerage in the next 6 to 12 months? *

(Think about growth, structure, retention, profitability, or leadership development.)

3. Where are you currently in your business or project? *

(Include things like stage, structure, clients, revenue, etc., if applicable.)

4. What would success look like for you at the end of this session? *

(A breakthrough, clarity, plan of action, confidence—what result are you hoping for?)

5. Is there anything else I should know before we meet? *

(Important context, questions, deadlines, mindset, etc.)

6. What is your goal for the next 3 to 6 months? *