Elementor #8516 - Tiffany Michelle Patterson

CEO Foundation Intensive — Pre-Session Intake

Tiffany Michelle Patterson

CEO Foundation Intensive
Pre-Session Intake

This helps me prepare before we meet so we can skip the small talk and get straight to what matters.

⏱ 10–15 minutes 🔒 Confidential 📋 Reviewed before every session

Section 1 of 3

Your Business Snapshot

Let's start with the basics so I have the right context before we dig in.

Full name *

Please enter your name.

Email address *

Please enter a valid email.

Business name, what you do, and who you serve *

Give me the full picture in a few sentences.

Please fill this in.

Time in business *

Please select one.

Monthly revenue *

Please select one.

Team structure

Who do you have and what does each person own? If it's just you, say that.

Primary platform *

Please select your platform.

Did you take the Reality Check? If yes, which track?

1 of 3

Section 2 of 3

The Real Picture

This is the section that matters most. The more honest you are, the more useful our session will be.

Walk me through your business as if I know nothing — what exists, what's working, and what isn't. *

Don't filter. Give me the honest picture.

Please fill this in.

Describe your current offer suite — what do you have, what's active, and what's generating revenue? *

List everything — even offers that exist but aren't performing.

Please fill this in.

How does someone find you all the way through becoming a paid client? *

Walk me through every step — especially the manual ones.

Please fill this in.

What does a typical week look like — where is your time actually going? *

Be specific. Break it down by type of work if you can.

Please fill this in.

Where does your business depend on you — what can't happen without you? *

Think about what would break if you were unavailable for a week.

Please fill this in.

What have you tried to fix in the last 90 days — and what happened?

Tools bought, people hired, strategies tried.

What do you think the core problem is — and what are you not sure about? *

Your honest gut answer matters here, even if it feels vague.

Please fill this in.

2 of 3

Section 3 of 3

Your Assets + Platform Access

Reviewing your assets before we meet lets me see what's actually happening — not just what it feels like from the inside.

Website URL

Active funnel or landing page URLs

Paste all of them — even ones you think aren't working.

Instagram

Facebook

Other

Email platform

List size

How would you like to share platform access? *

Select all that apply — tap each option to select.

Add you as a user before our session

I'll invite tiffany@tiffanypatterson.com

Provide login credentials below

See security note below

Share screenshots of key areas

Email to tiffany@tiffanypatterson.com

I prefer not to share access at this time

Please select at least one option.

🔒 Used solely for pre-session review. Create a temp login or change your password after our call if preferred.

Anything specific you want me to look at before we meet?

What would a successful session look like — what do you want to walk away with? *

Please fill this in.

Anything else I should know?

3 of 3

You're all set.

I've received your intake and I'll review everything before our session.

What happens next

I'll review your assets and platform before we meet so we can get straight into strategy — no small talk, no re-explaining.