1
Who you are
Background & identity
1
What is your current role, and what do you actually do day to day?
Not your job title — what you actually spend your time on.
2
What's your professional background in 3–4 sentences?
Industry, experience, how you got to where you are.
3
How do you prefer to receive information and make decisions?
Direct and blunt? Detailed with full reasoning? Bullet points? Think about what actually helps you move forward.
2
How you work
Tools, time & decisions
4
What tools do you live in every day?
Email, Slack, Excel, a CRM, project management — whatever you actually open every morning.
5
What are the 2–3 tasks that eat the most time in your week?
Be honest about where your hours actually go, not where they should go.
6
What decisions do you make repeatedly?
Prioritization calls, vendor choices, budget questions, hiring, what to say to a client — things you face over and over.
7
If you had a sharp, trusted advisor available any time, what would you use them for most?
3
What you're working toward
Goals & current constraints
8
What are you trying to accomplish in the next 90 days?
Be specific. Not "grow the business" — what does that actually look like right now?
9
What's the biggest thing slowing you down right now?
Not the surface problem — the thing underneath it.
10
What would make you say "this completely changed how I work" six months from now?
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