Step 1 of 3

Before we begin

This call is about fit — for both of us. Over the next two weeks we'll have three conversations to diagnose the structural condition you're dealing with — and whether CSN is the right approach at this time.

Confidential. What you share here is read only by your advisor and retained only for the duration of the engagement.

Full name *

Role or title *

Email address *

Business name *

Website We'll review this before the call — share the site that best represents the business.

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Step 2 of 3 · Intake

Tell us about your business

Help us prepare for the first conversation by responding to the questions below.

The process

Three Diagnostic Conversations and a Direction Decision

Over two weeks, here is how we will diagnose the structural condition underneath what you are holding — and whether addressing it together makes sense.

1

Discovery / Structural Condition

First Read

45–60 min

2

Patterns

Connect Friction and Cause

60 min

3

Quantification

Direction Decision

90 min

4

Commitment or Close

Direction Named

30–45 min

What Was Heard After each of the first three conversations

A transcribed record of what was heard will be shared with you in 1–2 days. You are asked to reflect on the conversation and refine the notes to reflect your intention.

These questions are not a test. Short answers are enough. They help us understand what brought this forward now, what keeps returning, and where the business may still depend on intelligence only you hold.

02

Recognition / Trigger

What brought you to this point to reach out now? Q1

What keeps coming back, no matter how many times you address it? Q2

How has it shown up differently over time — or in what ways has it stayed the same? Q3

What sits underneath the thing you just named — what's been there even longer? Q4

What have you already tried to address this — tools, consultants, frameworks, systems — and what happened with each? Q5

03

Hidden Dependence / Decision Routing

Where does the business still depend on your judgment, pattern recognition, or customer understanding — even if you are not involved day-to-day? Q6

What kinds of decisions consistently find their way to you, even when you'd rather they didn't? Q7

Walk me through a recent decision the business faced in the last six months — who was involved, and how did it unfold? Q8

What do you wish had been different — about how the decision was made, or about what you had to carry? Q9

04

Customer System

What customers do you serve where your offer, or the delivery of it, is meaningfully different? Q10

For each different customer, identify who touches your offer until it's delivered to the final buyer/owner. Q11

What is each organization that touches the offer responsible for managing, and where do they need progress? Q12

Where any of them struggle with what they're managing, what does that look like? Q13

How do you describe what your business does when you're talking to a new customer? Q14

05

Investment / Authority

When your business decides where to invest — time, people, money — what drives those decisions? Q15

How many owners are active in running the business? Of those, who would be involved in a decision to adopt a different operating method? Q16

Book your Discovery call

45–60 min · Calendly → Outlook · Video or phone

Complete questions to unlock

Answer all 16 questions to unlock booking

Note-taking during the call

On-device transcription is the preferred method to accurately capture our diagnostic conversations. It will be shared with you after the meeting to reflect on, revise, and return. No audio is captured or stored.

Received.

Your intake has been submitted and your Discovery call is booked. You don't need to prepare anything further — the conversation picks up from what you've shared here.

Intake submitted

12 questions received. Your advisor will read them before the call.

Confirmation sent

A confirmation email with your call details has been sent to your inbox.

Discovery call booked

A calendar invitation has been sent to your email.

Add to calendar

What happens next

Your advisor reads your intake before the call. The call picks up from there — not a repeat of what you wrote, but deeper into what's underneath it. You'll know by the end of the call where things stand.