MAKE THE FIRST MOVE.

Someone put you on our radar or you found your way here yourself. Either way, let's get to it.

Before we get to work, we need to understand your world. Where you are, where you're trying to go, and what's standing in the way. 15–30 minutes. Answer honestly. Skip what doesn't apply.

01 — The Basics

WHO ARE YOU

First Name

Last Name

Your Email

Organization, Brand, or Product Name

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02 — Your World

WHAT DO YOU DO

What does your organization or product actually do — and what do you want it to be known for two years from now?

What's the one thing you feel like you keep explaining that you wish just "got" people immediately?

Who are your three most important audiences right now — and which one are you most struggling to reach?

If revenue doubled in the next 12 months, what would have to be true?

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03 — Revenue & Partnerships

THE MONEY

Walk me through your current sponsorship/partnership or customer deals — who's in, what they're getting, and what you feel like you're leaving on the table.

Do you have a B2B or B2C event property — something corporate partners or people pay to be in the room for?

What's your average deal size and how long does it take from first conversation to closed?

What categories of sponsors/partners or customers have you not been able to land — and what do you think the real reason is?

How are you currently tracking and renewing relationships — or are renewals mostly informal?

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04 — PR & Media

THE NARRATIVE

Has your organization or brand been covered in the press in the last 12 months — and what was the story, if so?

What's the one story about your work that you keep telling at dinners that you wish was in an article somewhere?

If a journalist called you right now about something happening in your industry, what angle would you want to own?

Have you or your key people done any speaking, panels, podcasts, or media in the last year? What's worked?

Is there a narrative about you or your org that's out there — true or not — that you need to correct or get ahead of?

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05 — Legacy & Impact

THE BIGGER PICTURE

Do you currently have a charitable giving structure in place — a 501(c)(3), foundation, a DAF, or just writing checks?

When you think about the causes you care most about, what's the story behind why those things matter to you?

Have you been able to connect your giving publicly to your professional brand — or has philanthropy stayed separate?

Are the nonprofits you support getting what they need from the relationship — or does it feel transactional on both sides?

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06 — Brand & Perception

HOW THE WORLD SEES YOU

How would your best client or partner describe what you do — and does that match how you'd describe it?

Is there a competitor or peer organization that you think is winning on perception even when you're winning on product?

If you had to choose — do you need more awareness, more credibility, or more conversion?

What does your audience see when they Google you or your org today — and what do you wish they saw instead?

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07 — The Close

LAST CALL

Of everything you've just talked about, what feels most urgent — the thing that, if it was solved in 90 days, would change everything?

Have you worked with a consultant, advisor, or PR firm before — what worked, and what made you stop?

Who else needs to be in the room — or do you have the authority to move forward?

Is there anything about what we've discussed that you'd want to sit with before we put together next steps?

LAST ONE: HAVE A DECK OR ONE-SHEET YOU’D LIKE US TO REVIEW? DROP IT HERE.

PDF, Word, PowerPoint, or image. Max 10MB.

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