A few questions, then a conversation.

I'd rather spend our call on your actual situation than on background I could have read beforehand. This takes about four minutes. When you're done you'll go straight to my calendar.

If I'm not the right person for this, I'll tell you on the call, and I'll usually know who is.

You

Name *

Email *

Company

Website

The business

What does your company do, in one sentence? *

Where are you?

What's happening

What made you reach out today, specifically? * Something usually prompts it. A deal that went sideways, a price you couldn't defend, a partner conversation you've been putting off.

What have you already tried? Useful for me to know what's been ruled out.

If we work together and it goes better than you dared hope, what's true six months from now? * Be greedy. I'd rather know what you actually want than what you think is realistic.

What's the single biggest needle-mover right now?

Logistics

Who would I be working with day to day?

What's your budget range for solving this? Asking early so neither of us spends time on a conversation that can't work. "Not sure yet" is a real answer.

When do you need this resolved?

Anything else I should know?

You'll go straight to my calendar. I read every one of these before we talk.