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PRIVATE WORKING SESSION · YOUR BRIEF
Tell me what you’re bringing into the room.
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Name
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Email
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Business or project name
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Website or relevant links
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Website, sales page, social media, documents, tools or anything else you’d like me to review.
What are you currently working on?
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Give me the context I need to understand the business, project, idea or situation.
What would you most like help figuring out during our session?
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Where do you feel stuck, uncertain or frustrated right now?
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Are there any specific decisions you need to make?
For example: offer, pricing, positioning, workflow, technology, automation, customer journey, website, business model or next steps.
do should any
What tools, platforms or systems are currently involved?
For example: WordPress, Stripe, Canva, Google Workspace, CRM tools, AI tools, email platforms, booking systems, etc.
Are there any constraints I should know about?
Budget, time, technical ability, team size, deadlines or anything else that affects your options.
What is the bigger outcome you're ultimately trying to create?
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Not just the immediate problem — where are you trying to get to?
If our two hours were extremely useful, what would you leave the session knowing, deciding or having figured out?
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Anything else I should know before our session?
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