Just Two More Quick Steps Before Your 30-Minute Session Is Scheduled!

  1. Please read these general guidelines about your booking so you aware of the process.
  2. IMPORTANT! Fill out the brief intake form below that tells me more about you and our upcoming discussion. Since our time is limited to only 30 minutes, I like to come prepared to offer you the answers that will be most beneficial to you.

Once Your Intake Form is Received, Your Booking Will Be Confirmed.

That's all there is to it! Thank you for scheduling our time together. I can't wait to speak to you!

What to expect...

  • Our call will be a video call using Zoom. You will have received a private link to the meeting in your confirmation email. Zoom allows us to see each other on the screen as we are talking, and also allows either of us to share our screen if any part of our discussion needs clarifying. If you don't already have Zoom loaded on your computer, please load it well in advance of our meeting.
  • If you need to cancel for any reason, please give me as much notice as possible as this time on my calendar has been reserved especially for you. I understand that stuff happens, and I would prefer that you use the link in either your confirmation or reminder emails to reschedule rather than cancel. Only one re-schedule will be allowed since these are free meetings.
  • On occasion (but rarely) I will have the need to reschedule a meeting due to travel, illness or family obligations. Stuff happens at this end, too. If that occurs, I will inform you and offer to have you choose a rescheduled date and time on my calendar.
  • Show up about 5 minutes before our assigned time. Sometimes there are technical glitches that always take a little longer than we expect. If I'm not on the screen yet, you will see a message that you are waiting for the host.
  • Fill out the questionnaire below. I want to make the most of our 30 minutes and this will help me be prepared to structure our time together so you get the most out of it.
  • VERY IMPORTANT: If the intake form is not received two hours prior to our scheduled appointment time, the booking will be canceled and freed up from the schedule. Take the time to do it now -- it will only take a couple of minutes.

Thanks for taking the time to read the guidelines and submit the form below. Talk soon!!

Discovery Call Intake Form

Don't worry. Your phone number will not be used for anything else without your express permission.
Format: (123) 456-7890
Keep in mind that 30 minutes is not a long time. I suggest sticking to 1 or 2 main topics or questions.

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