Intake Form 2026

Before your Unravel Session

Let’s get to know your business properly, so our two hours together focus on the decisions that matter.

Complete the essentials and add any other context you can. Financial figures are optional. There is no save-and-return feature, so you can draft longer answers in a document first and paste them in.

Tell me about your business

Use the same email address as your purchase. Bullet points, estimates and “I don’t know” are welcome.

Prompts for the final marketing answer area

Are most purchases one-off, repeat or ongoing? How do you encourage customers to return?
Are there seasonal patterns, busy periods or quieter months?
Do you have capacity for more customers now? What would limit growth?
Optional: Share your approximate monthly revenue range and average sale value if you are comfortable.
What marketing do you currently do, and how often?
What feels like it is working? What evidence are you using to judge that?
What takes time or money without a clear return?
What have you tried previously? What happened?
How clearly do your website and social profiles explain what you offer and how to buy?
Do you have an email list? How do people join, and what do you send them?
Are you running ads? Share the platform, monthly spend, goal and any results you know.
What tools do you use for content, email, bookings, payments and tracking results?
Can you access your website, Facebook Page, Instagram, Meta Business Portfolio and ad account? Describe any access or ownership concerns.
Has anyone else set up or managed these for you? Do they still have access?
Do you have brand guidelines, photos, customer reviews or other useful marketing assets?
Do you track website visits, enquiries or purchases? Tell me what you can currently see.

Prompts for the final goals answer area

What would you most like to achieve in the next 90 days?
What would you like the business to look like in 12 months, including your workload?
What feels like the biggest obstacle right now?
What do you think needs to change? What are you unsure about?
What time, budget and team support could you realistically put towards those changes?
What kind of support helps you most: making decisions together, learning, implementation help or accountability?
What are the three questions or decisions you most want us to work through?
What would make this session feel worthwhile to you?
Is there anything about your circumstances, confidence or previous experiences that would help me support you well?
Optional: Share links to reports, plans or examples you would like me to review. Please check that I can open them.

First Name

Business website (if you have one)

Instagram handle

Facebook page link or name

LinkedIn profile (optional)

Business name

What does your business do, and how long have you been operating?

Why did you start it? What matters most to you about the business?

Who works in the business, and who handles marketing?

What does your role involve, and how much time can you realistically give to marketing each week?

What are your main products or services? Include prices or price ranges.

Which offer brings in the most revenue, and which would you most like to grow?

Who are your best-fit customers, and what usually brings them to you?

What problem are they trying to solve, or what do they want to achieve?

Why do customers choose you? What do they tell you they value?

What questions or concerns come up before people buy?

Are there offers you are changing, launching or considering retiring?

Where do most enquiries and sales currently come from?

What happens between someone discovering you and becoming a paying customer?

Roughly how many enquiries do you receive each month, and how many become customers? Estimates are fine.

Your marketing, sales patterns and access: use the prompts above to tell me what is happening.

Your goals and session priorities: use the prompts above to tell me where you want to go and what support would help.

Your answers help Kat prepare for your purchased session. Please leave out passwords and customer information.

Thank you. Your intake has been submitted.

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