Step 1 of 4 · About you Every question is required unless it says optional.
Name
Email (only for your quote and invoice; no mailing list)
Business or project name (optional)
Website or main social page (optional)
Where you are
Which describes you best? Choose one Me personally, not a business A business that is just me An idea I haven't started yet A team of 2 to 10 A team of 11 to 50 51 to 200 people More than 200 people A nonprofit or school
What do you do or what are you working on, and who is it for?
A little about you
Step 2 of 4 · Your project
What do you need most?
Choose one Logo or brand Graphics or social posts Presentation Website Business plan or strategy Marketing plan Operations and systems Something else
What pieces, and how many?
Do you have a logo and colors? Choose one Yes, I'll attach them Some of it No, not yet
Is the wording written? Choose one Yes Partly I need help with it
What is the presentation for? Choose one Investor or funding pitch Sales or client pitch Conference or speaking Training or teaching Internal or board meeting School or class Other
Who will see it?
About how many slides? Choose one Under 10 10 to 20 20 to 40 More than 40 Not sure
What do you have now? Choose one A finished deck to redesign An outline or notes Just the idea
Final format Choose one PowerPoint Google Slides Keynote PDF Not sure
Will you present it live? Choose one Yes, I'll present it No, it gets sent and read Both
New site or redesign? Choose one Brand new site Redesign my current site
About how many pages? Choose one 1 page 2 to 5 6 to 10 More than 10
What is the main challenge right now?
What have you tried so far?
What do you want in hand at the end? Choose one A written plan I can follow Systems set up and working Guidance as I do it myself Not sure yet
The idea in your own words
What will this help you do? What does success look like?
Step 3 of 4 · Budget and timing
Budget (USD) Choose one Under $500 $500 to $1,000 $1,000 to $2,000 $2,000 to $5,000 $5,000 or more Not sure yet
When do you need it? Choose one Within 2 weeks This month In 1 to 3 months Just exploring
Hard deadline (optional)
Who else decides? Choose one Just me Me and a partner A team or board
Have you worked with a designer or consultant before? (optional)
Step 4 of 4 · Files and call
Links to share (optional)
Anything else I should know? (optional)
I'm open to a short call if it looks like a fit
If so, best Wednesday time (Eastern, optional) Choose one Morning Midday Afternoon Evening
How should we meet? (optional) Choose one Video call Phone call
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