Business Freedom Blueprint · Pre-Session Intake

Before we talk,
I do the reading.

This intake allows me to build your Blueprint around your actual business, not a generic framework. Answer based on how the business operates today, not how you hope it operates. The gaps are what we are here to find.

45–60Minutes to complete
5 Business DaysDue before your session
PrivateRead only by Erica
What this intake covers
  1. 01Business snapshotWho you are and how the money works
  2. 02The founder loadWhere your hours actually go
  3. 03Score your STACKAll five layers, rated 1 to 5
  4. 04Your team, honestlyWho owns what, and who owns nothing
  5. 05How the work flowsWhere things stall, drop, or get redone
  6. 06Tools and systemsWhat you pay for and what you use
  7. 07Numbers and rhythmMeetings and metrics as they exist today
  8. 08Constraints and definition of doneWhat must not change, and what success means
  9. 09LogisticsScheduling and anything I should know
One rule. Submit your intake at least five business days before your session. I spend several hours reviewing your answers before we meet. Late submissions are moved to the next available session so our time can be spent building, not interviewing.

Best completed on a laptop or desktop. Set aside approximately 45–60 uninterrupted minutes and have your team, systems, revenue, and workflow information nearby.

Optional · Highest leverage

The Team Pulse. The part almost nobody does.

Forward the message below to two or three people on your team. They answer through a separate anonymous form. You never see individual responses, only the themes surfaced in your report.

Why it matters: founders often have blind spots around how clear their direction feels to the team and how much decision-making authority the team believes it has. Your intake shows the business from the top. This shows how it feels from the inside. Where those two views diverge is usually where the real bottleneck lives.

How anonymity works

The Team Pulse form does not ask for names or email addresses, does not require an account, and does not record who submitted. Responses are matched to your engagement by your client code, which identifies the company, never the person. Individual responses are not forwarded to you or emailed to anyone. They are reviewed together during preparation, and only combined themes appear in your report.

Copy and send this to your team

"Our business is working with an outside operations advisor to make things run better for everyone. She is asking for input from the team through a short anonymous form. It does not ask your name or email, and I never see individual answers, only combined themes. It takes about four minutes. Please be honest, that is the entire point.

Form: tally.so/r/RGa0lv
Our client code: [YOUR CLIENT CODE, from your welcome email]"

It takes your team four minutes. It changes what I can see.

Scheduling and intake policy

Booking. Sessions book at least 10 days out. This protects the preparation window.

Intake. Due 5 business days before your session. If it is not in by then, your session moves to the next available date.

Rescheduling. Free with 72 or more hours notice. Inside 72 hours, one courtesy reschedule, then a $250 rebooking fee applies.

No-show. No attendance and no contact within 24 hours forfeits the session.

These terms are shown at purchase and in your confirmation email. Questions before you submit? hello@leveragedonewright.com