SStrategic ClarityConsulting

Home About Services Pricing Discovery Form Booking FAQ Contact

Book a Consultation

Client Intake

Client Intake / Discovery Form.

Before we begin working together, please complete this discovery form so I can better understand your business, project, goals, and current challenges. Your answers will help determine the best type of support, strategy, or next step for your situation.

01Basic Information

Full Name*Email Address*Phone NumberBusiness or Project NameWebsite or Social Media LinkPreferred Contact Method

02Service Interest

Business Strategy ConsultingCampaign Strategy ConsultingStrategic Research SupportSystems and Process PlanningClient Discovery / Diagnostic ReviewBrand, Offer, and Website ClarityCustom Strategy ProjectNot Sure Yet

Select all that apply.

03Current Situation

What are you currently working on?What problem are you trying to solve?*What feels unclear, stuck, or disorganized?What have you already tried?What decision do you need to make next?

04Goals

What outcome do you want?*What would success look like?What is your ideal timeline?What is the most urgent priority?

05Budget and Readiness

What is your estimated budget range?*

Are you the decision-maker?

YesNoI am part of the decision-making process

Are you ready to begin within 30 days?*

YesNoPossibly

Do you need a one-time consultation or ongoing support?

One-time consultationOngoing supportProject-based supportNot sure yet

06Final Question

What would make this support valuable for you?

07Consent & Agreement

I understand that Strategic Clarity Consulting provides consulting, strategy, research support, planning, and organizational services. I understand that services do not include legal advice, financial advice, tax advice, therapy, or guaranteed outcomes.I agree to the Terms of Service, Privacy Policy, Refund Policy, and Disclaimers.

Your information will be used to review your inquiry, determine the appropriate next step, and communicate with you about your request. Your information will not be sold. It may be processed through trusted third-party tools used for forms, booking, email, website hosting, or payment processing.

SStrategic Clarity Consulting

Strategy, research support, planning, and organization for leaders who need clarity. We turn scattered ideas and complex problems into clear strategy and practical next steps.

strategicclarityconsulting@proton.me

Explore

Home
About
Services
Pricing
Discovery Form
Booking
FAQ
Case Studies
Free Conference Planner
Contact

Policies

Privacy Policy
Terms of Service
Refund Policy
Disclaimers
Contact

© 2026 Strategic Clarity Consulting. All rights reserved.

Strategy · Research · Planning · Systems · Execution