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Strategy Assessment Form

Clarity • Alignment • Next Steps

Before we work together, this assessment allows me to truly understand you, your vision, and where you are right now—so our time together is intentional, supportive, and aligned.

This Strategy Assessment is designed for holistic practitioners, wellness entrepreneurs, creatives, and spiritual business owners who are ready to gain clarity, refine their offerings, and move toward sustainable income without burnout or overwhelm.

By completing this form, you are taking the first step toward clarity, confidence, and aligned action.

What This Assessment Helps With

Identifying your current business focus and growth stage
Clarifying your offerings, pricing, and income goals
Understanding what feels aligned—and what feels stuck
Highlighting opportunities for refinement, expansion, or simplification
Preparing a personalized strategy for your next steps

Your responses allow me to review your business through a holistic lens—honoring both your practical needs and your energetic alignment—so any recommendations offered are tailored specifically to you.

What Happens Next

Once your form is submitted:

Your responses are carefully reviewed
Key themes, opportunities, and gaps are identified
You'll receive guidance on the best next step for support—whether that's a clarity session, strategy consultation, or a deeper mentorship experience

✨ This is not a generic intake form.
It is a thoughtful, intentional tool designed to support aligned growth, confidence, and sustainable success.