20-Minute Readiness Call:

Intake Form

(Free | 20 minutes)

Thank you for your interest in connecting.

This short form (2–3 minutes) helps me understand what prompted you to reach out and how I can make our conversation most useful.

01 Contact Information

First name

Last name

Position

Organization name

02 What Brought You Here

What prompted you to book this conversation?

I’m exploring whether corporate fundraising makes sense for our organization

I’d like to learn more about your approach and services

We’ve tried some corporate outreach and want to sense-check our direction

We’re considering next steps and want to know where to focus.

Other

Where would you say your organization is today with corporate fundraising?

We haven’t started yet

We’ve tried some outreach but don’t have consistent results

We have early partnerships but lack structure

We have an established approach and are looking to strengthen or scale it

03 What You’re Hoping For

What would make this conversation helpful for you?

Examples: understanding whether this is a fit, identifying next steps, or clarifying what kind of support would be most useful.

How did you hear about me?