Preparing for your
intake session.
Relax. You’re in good hands.

This is where we start building momentum. I bring the positioning, market lens, and writing strategy. You bring the stories, wins, and details behind your work. The more prepared you are, the more we can pull from our time together.

Manage Your Session → View Checklist

What this first session is for

This is not a stressful interview and you do not need to show up with perfect answers. My job is to guide the conversation so we surface the right metrics, stories, positioning, and proof points for your résumé, LinkedIn, and next-step strategy.

We’ll identify what matters most in your background

We’ll pull out measurable wins and differentiators

We’ll align your materials to the kind of roles you actually want next

Checklist

What to have ready
before we meet

Your Session Checklist

Treat this like a collaborative working session. You do not need everything to be perfect. You just want enough detail ready so we can make the most of our time.

Set yourself up in a quiet, interview-style space. Good audio, low distraction, and enough focus to think through your work clearly.

Gather supporting documents. Performance reviews, dashboards, reports, presentations, or any notes that help document what you did and what happened because of it.

Complete the intake survey at least 72 hours before the session. If you already did, great. That gives us a stronger starting point.

Bring 2–3 target job postings. Pay close attention to the minimum or mandatory qualifications. If you are consistently missing multiple must-haves, that is a strategy issue we should address together.

What to Expect

I’ll guide the conversation and ask targeted questions to pull out the strongest stories and outcomes. You do not need to recite your life story. My job is to help organize what matters and translate it into compelling market-ready language.

Clarity on direction

We’ll align around your targets, voice, and what your materials need to do for you next.

Better positioning

We’ll identify the themes, proof points, and strengths that deserve more weight in your narrative.

Clear next steps

If your package includes LinkedIn, résumé distribution, or coaching, we’ll map that out so nothing feels vague.

📄 Onboarding Home

📬 Returning Client Updates

🗓️ Manage or Reschedule in Calendly

The Flow

How the first session
usually unfolds

Context

We start with your goals, target roles, and what feels stuck or unclear right now.

Extraction

I ask focused questions to surface accomplishments, metrics, challenges, and storylines worth leading with.

Alignment

We leave with a clearer strategy for the résumé, LinkedIn, and whatever comes next in your package.

Preparing for your intake session. Relax. You’re in good hands.

What this first session is for

What to have readybefore we meet