JH Strategic Advisory

Welcome to JH Strategic Advisory!

I’m so excited to dive into your business and help you refine, optimize, and scale without burnout. This intake form will give me a clear picture of where you are, what’s working, and what needs to be fine-tuned so we can create a high-impact 90-day roadmap for your business.

🔹 What to Expect:

This form will take 10-15 minutes to complete. Be as detailed and honest as possible! If you don’t know an answer, just give your best guess.

🔹 What Happens Next:

Once you submit this form, I’ll review everything before our first session. During our call, we’ll deep dive into your biggest priorities and start making actionable moves to improve your systems, retention, lead generation, and overall business efficiency.

You’ll leave each session with clear strategies, action steps, and resources to make your next level of growth feel effortless.

Let’s build a business that works for you, not the other way around 🛠

Let’s get started! 🚀

Your Personal/Company Information: *

First and Last Name *

Email: *

Phone Number: *

Address

Street Address

City

State

Country

Postal Code

Business Website: *

Instagram Handle *

Business Snapshot: *

How long have you been coaching? *

Add in on a scale of 1-10 how confident you are in the service you deliver to clients.

Number of Active Clients Currently? *

Retention Rate? (how long clients stay with you) *

(If known – How many re-sign or stay past the initial contract?)

If you selected HYBRID on the previous question, please describe. If you didn't select HYBRID, type N/A. *

Describe your current pricing structure: *

how much you charge, how do you collect payment, what frequency do clients pay, how much do you pay your coaches and team, etc.

Do you have a team? *

Yes - I have a VA/Business Manager

Yes - I have assistant coaches

Yes - I have coaches & admin support

Yes - I have some support but I'm still heavily involved in day-to-day

No - I'm currently doing everything myself

Business Operations & Sales Strategy: *

What CRM or client management system do you currently use? *

(e.g., Trainerize, Practice Better, Google Sheets, Notion, None, etc.)

What other client deliverables or systems do you use? *(check all that apply & list any additional platforms you use for coaching)

Do you have a structured client onboarding process? *

Yes, and it works well

Somewhat - I have a process, but it needs improvement

No, I manually set up every client without a clear system

What is your biggest challenge in business right now? *

lead generation, service delivery to clients/client results, systems/organization, marketing, time management, transitioning part-time to full-time, etc.

Do you have a structured funnel for client acquisition? *

Yes, but it needs improvement

No, I’m relying on inconsistent leads

Somewhat – I have systems in place but they aren’t fully optimized

Time, Workload, & Capacity: *

How many hours per week are you currently working in your business? (be honest!) *

Where do you feel like you’re spending the most time? (client calls, admin work, content creation, sales, etc.) *

What are the top 3 tasks you’d love to delegate ASAP? *

(What’s draining your time that someone else could do?)

Do you feel like you’re at capacity with clients? *

Yes, I can’t take on more without burning out

No, I have room for more clients

I’m in between – I could take more, but I’d need better systems

If you had more time in your business, what would you focus on? (Where would your energy go if you weren’t stuck in day-to-day tasks?) *

Your Focus & Goals: *

Where do you feel you need the MOST help? (check all that apply) *

Client retention & improving results

Lead generation strategy (monthly, quarterly, annual planning)

Content & messaging refinement

Hiring & delegation (who to hire, when, how)

Automations & workflows (better backend systems)

Scaling revenue while reducing workload

What are your revenue goals for the next 6 months? *

What are your top goals for the next 90 days? (check all that apply) *

Increase revenue

Improve retention & client results

Optimize backend systems & automation

Grow audience & authority

Improve lead generation & conversion

Reduce workload & streamline operations

Hire or delegate more tasks

Do you have any additional context or notes you’d like to share before we get started? *

Privacy Policy | Terms of Service