LifePilot
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Onboard Form
Onboard Form
Your Name *
Email *
Best form of contact: Text, Email, Phone Call *
Phone Number, if text or call is preferred form of contact
Business Name *
Industry/Business Type *
How long have you been in business?
Do you have employees/contractors? If yes, how many? *
What feels most chaotic in your business right now? (ex: scheduling, marketing, follow-ups, invoicing, staying organized)
What tasks do you procrastinate on the most?
What opportunities do you know you are missing because you are too busy?
What is your #1 business goal for the next 30 days? *
What is your #1 business goal for the next 6–12 months? *
If LifePilot could take 3 things off your plate right now, what would they be?
Do you use Facebook, Instagram, or other platforms for your business? Which ones?
Do you post regularly? (Yes/No)
Would you like help with content ideas, drafting posts, or scheduling?
Do you prefer daily check-ins, weekly check-ins, or both? *
On a scale of 1–10, how direct do you want me to be when you are slipping? *
What tools do you currently use to run your business? (Google Calendar, QuickBooks, Trello, etc.) *
Are there recurring tasks I should track for you? (ex: invoices every Friday, follow-ups every Monday)
Anything else I should know about how you work best?
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