Reality Check On-boarding

Thank you for locking in a Reality Check service.  Before we continue, If this is your first time booking with me then I just need you to fill it out our client on-boarding form.  The more details you add to this will allow me to be more efficient and prepared for our meeting together.  If you have already filled out one of these forms in the past then you do not need to do anything and we’ll speak to you at your booking time.

I’m really looking forward to our upcoming meeting.  Thanks Bo.

Client Intake
First
Last
Street Address
Street Address Line 2
City
State / Province
Postcode

Please tell us more about your business and goals below.

Below is a list of common subjects that we work with in Reality Check. Please rank them in order of importance to you 1= Least Important 5 = Most Important.

Brainstorming strategies together (marketing, business development) *
Least Important
Most Important
Product development and creating more streams of income for what you do *
Least Important
Most Important
Social media engagement, branding strategy and website critiques *
Least Important
Most Important
Insight into your work/lifestyle balance and how to get more of what you want *
Least Important
Most Important
Accountability; checking up on goals *
Least Important
Most Important
Suggesting or designing a plan/schedule to reach your goals *
Least Important
Most Important
Directness: asking hard questions; challenging you to move forward *
Least Important
Most Important
Support, encouragement, positivity, optimism *
Least Important
Most Important
Exploring and removing blocks and obstacles to your success *
Least Important
Most Important
Timelines for goals and supply networks to help you achieve them *
Least Important
Most Important
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