Streamlined CEO Experience Intake Form

First Name

Last Name

Phone *

Email *

Business Name *

Website

About Your Business

Tell us briefly what your business does. *

How long have you been in business? *

I’m just getting started

Less than 1 year

1–5 years

5+ years

Which of the following applies to your current setup? (Check all that apply) *

I mix personal and business finances

I don’t have consistent bookkeeping

I’ve never had a tax plan

I feel unorganized or unsure what to focus on

I need help with real estate income or multiple streams

I’ve hired a pro, but still feel confused

I’m ready for peace and clarity

About Your Goals

Why are you interested in the Streamlined CEO Experience? What are you hoping to gain or solve? *

Where do you feel stuck or uncertain in your business right now? *

Have you invested in business coaching, tax help, or financial services before? *

Yes

No

Are you ready and able to invest in a premium business support program (starting at $5,000)? *

Yes, I’m ready

I need more clarity

Not at this time

Final Question

Why now? What’s making you say: “It’s time to get this in order”? *

Next Steps

Once submitted, our team will review your responses and follow up within 24–48 hours with your next best step. Whether it’s a personal call or a redirect to a resource, we’ve got you.