New Client Intake Confidential · Proposal within 48h

The discovery before the work.

What you share here shapes the proposal I send back — so take your time and answer like you'd brief a partner, not a survey.

Ten minutes of your attention for a plan built around your business instead of a template. Everything is confidential.

Banking Background
AI-Assisted Execution
Jacksonville, FL
Proposals within 48 hours
Begin Intake ~10 min
01
Foundation

Who you are, who you serve.

If you have one — otherwise leave blank.
How long have you been operating?*
List your main offers, services, products, or programs — with pricing if you have it.
In your own words — age, lifestyle, location, what they care about.
02
Presence

Where you show up online.

Website, Instagram, Facebook, TikTok, YouTube, email list, etc.
How often do you post per week?*
What was it, and why do you think it worked?
03
Leads & Conversion

How the business actually runs.

Referrals, social, Google, walk-ins, events — rank them if you can.
Current monthly revenue* Approximate is fine.
When someone shows real interest, what's your close rate?*
Do you have an entry-level offer under $50?*
04
Priorities

What matters most right now.

Be specific — revenue, leads, systems, whatever matters most.
So I don't pitch you on something you've already ruled out.
Optional. Leave it blank if there isn't anything.
Submit when ready

Everything you shared stays between us. Used only to prepare your proposal.

Received.

Your intake is in. I'll review it and come back with a proposal built around what you shared — usually within one to two business days.

Anything urgent in the meantime, reach me directly at jp@sebastianops.com.

— JP