Green Light intake

Before we talk, tell me about your business.

About five minutes — mostly taps, not typing. There's no wrong answer — the point is to get a real picture of your day before we spend 45 minutes on the phone talking about it. Once you submit this, I'll reply within one business day with a couple of times for a call.

Picked up where you left off.

Step 1 of 5

You and your business

So I know who I'm talking to and where to send times for a call.

Your business, sized

A quick shape of the business — headcount, age, and any regulator you answer to.

What you work with

No wrong answers — just what's actually in the mix today.

Where the time goes

Pick the one that costs you the most, then tell me what "better" looks like.

Last bit

Almost there — how you found us, then the fine print.

Our call will be recorded so I can focus on the conversation instead of taking notes, and so the recording can be turned into the findings behind your report. I'm the only person who watches it.

To help write your report, I use cloud AI assistants — the same kind of tools we'll be talking about. That means the answers you give here, and my notes from our call, may be processed on servers outside Canada. I keep what I send to those tools to the minimum needed, and I don't put anything into a tool whose terms let it train on your information.

If you'd rather not be recorded, or would prefer I not use AI tools on your information, just say so below or when we talk, and we'll do it a different way.

Got it — thank you.

I'll read through this before we talk. I'll reply within one business day with two or three times for a 45-minute call. Talk soon.