Name
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First Name
Last Name
Company Name
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Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
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Email
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Which best describes your current leadership position or business stage?
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Select the option that aligns most with your professional journey.
Emerging Entrepreneur or New Leader – The Ascension Suite
Established Executive (5+ years in leadership) – The Atelier Suite
Experienced Leader Seeking Expansion & Reinvention – The Elevare Suite
Government, Public Sector, or Regulatory Leader – The Citadel Suite
Past Client Seeking Continued Advisory & Insights – The Iluminary Suite
In one sentence, how would you define your leadership or entrepreneurial style?
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What is one mindset shift you know you need to make to reach your next level of success?
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What is one belief you hold about leadership, wealth, or power that has shaped the way you make decisions?
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Beyond financial and business success, what kind of influence or impact do you want to have?
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What is an untapped strength or talent you have that is not currently being leveraged in your leadership or business?
What is one thing that makes you feel truly elevated and supported in a business setting?
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Are there any personal interests or preferences we should know to tailor your experience?
What is your preferred communication style?
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Private, direct, and discreet.
High-touch, collaborative, and engaging.
Strategic and data-driven.
Minimal but highly effective.
How do you want this journey to feel?
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(Select up to three words.)
Seamless
Strategic
Exclusive
Empowering
Transformative
Effortless
Precise
Expansive
What level of personal involvement do you prefer in strategic execution?
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High involvement—I like to have direct oversight.
Balanced—I want clarity, but I trust key decision-makers.
Delegated—I prefer my advisors to implement the strategy.
What is your preferred pace of implementation?
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(Choose one.)
Fast (Execution with aggressive strategy.)
Balanced (Decisive but measured.)
Methodical (Highly structured implementation.)
What do you believe is stopping you from reaching the next level of success?
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What are your biggest concerns or reservations about working with a strategic advisory firm?
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What is the single biggest challenge or obstacle you are currently facing?
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What is at stake if this challenge is not solved?
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(Select all that apply.)
Revenue / Profitability
Market Positioning & Authority
Competitive Edge
Leadership Capacity / Team Development
Expansion & Global Influence
Operational Efficiency
Innovation / Future-Proofing
Personal Legacy & Impact
Strategic Direction / Vision Alignment
Have you attempted to solve this before? If so, what worked, what didn’t, and why?
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If your success could be distilled into a single principle or philosophy, what would it be?
What is your primary leadership energy?
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(Choose three words that best describe you.)
Power
Strategy
Precision
Influence
Innovation
Vision
Mastery
Diplomacy
When faced with a major opportunity or challenge, which statement best reflects your approach?
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I act decisively and refine as I go.
I analyze all possible angles before making a move.
I gather insights from trusted sources before deciding.
I wait for the right timing before making a move.
I tend to avoid risks unless necessary.
What is your preferred way of making major decisions?
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(Select all that apply)
Instinctive & fast-moving
Data-driven & methodical
Collaborative & consensus-based
Intuitive but validated by logic
Delegated to key advisors
In one sentence, how would you define your leadership or entrepreneurial style?
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What is the primary goal you seek to accomplish by engaging with our firm?
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How did you hear about us?
Instagram
LinkedIn
Substack
The Ascension Journal
Conference/Summit
Breakfast/Brunch/Lunch/Dinner Event
Internet
Masterclass
Client Referral