§ D1.00 Client Intake · Schedule D
New Client Intake Confidential · Proposal within 48h

The discovery before the work.

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

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

Confidential / Proposal within 48h / EN · ES

Begin Intake ~15 min

Pre-launch or pre-revenue? This intake is built for businesses already operating and selling. If you're earlier than that, send a quick note instead and we'll start a lighter conversation.

01
Foundation

Who you are & what you do.

Quick basics so I know who I'm building the proposal for.

Primary Industry / Vertical * Pick the closest match. You can clarify in the description below.
Years in Operation *
What do you sell, to whom, and what's the result? E.g., "I help local businesses stay booked during slow weeks."
Who is your primary buyer? *
02
Product & Economics

The numbers behind the offer.

Rough is fine. This sets the range I'm working with.

Primary revenue model *
Average transaction value (per sale or per client) *
Current monthly revenue * Approximate is fine. This sets what's realistic to recommend.
Tells me how much you're carrying and where you'd want help.
03
Pipeline & Presence

How leads find you and convert.

How clients actually find you and become customers today.

Primary acquisition channel (how most clients find you) *
Estimated new leads per month *
Lead-to-client conversion rate *
Which tools / platforms are you currently using? * Select all that apply. This shapes what integrations or migrations make sense.
Which platforms are you active on? What's working? What's not? Be specific about follower counts or engagement if you know them.
04
Competitive Context

Where you stand in the market.

Where you sit relative to others doing similar work.

Name them and include their website or social handle if you know it. If you're not sure, describe who your customers would go to instead of you.
Be honest. If you're not sure, say so. "I don't know why they choose me" is useful data.
How would you describe your pricing relative to competitors? *
05
Priorities & Constraints

What needs to change, and what's in the way.

The most important section. This is what the proposal is built around.

What is the primary growth bottleneck right now? * Pick the one that, if fixed, would have the biggest impact on revenue.
What does it feel like day-to-day? What have you already tried? What made it worse?
Be specific. Name a number, a metric, or a concrete outcome. "More revenue" is not specific enough.
So I don't pitch you on something you've already ruled out.
Available budget (monthly or project) * This sets what I'd recommend. No wrong answer.
Ideal timeline to start *
Optional. Context about your industry, past consultants, internal politics, or anything that would help me give you a better proposal.
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

Your intake is confidential and used only to prepare your proposal.