The Discovery Dossier

Chapter I

About you

Name*

Email*

Phone number Optional

Business name*

Website Optional

What does your business do?*

How long have you been in business?*

Approximately what is your current annual business revenue?*

Please fill in the required fields before continuing.

Chapter II

What's happening behind the curtain?

What made you reach out right now?*

What currently feels harder, messier, or more time-consuming than it should?*

What are you still personally handling that you know you probably shouldn't be?*

Please fill in the required fields before continuing.

Chapter III

Your business + team

Tell me a little about your current team.* Employees, contractors, agencies, assistants, etc.

What tools or platforms are you currently using to run the business?* For example: Google Workspace, QuickBooks, Notion, Asana, HoneyBook, a CRM, Canva, Slack, etc.

If we worked together, who would I primarily work with and report to?*

Please fill in the required fields before continuing.

Chapter IV

What would success look like?

If I could take three things off your plate over the next 90 days, what would they be?*

Six months from now, what would need to be different for you to say, "Hiring Behind the Curtain Co. was absolutely worth it"?*

Please fill in the required fields before continuing.

Chapter V

Working together

What type of support are you looking for?*

Ongoing strategic + operational support Help organizing and improving existing systems Oversight of specific projects or initiatives Marketing + operational support I'm not completely sure yet

When would you ideally like to get started?*

As soon as possible Within the next 30 days Within 1–3 months I'm exploring options right now

Behind the Curtain Co. primarily works through ongoing client partnerships rather than hourly task-based support. Are you looking for that type of relationship?*

Yes Possibly, I'd like to discuss it No, I'm primarily looking for one-time/hourly help

Have you established a budget for outside operational support?*

Yes I have a general range in mind Not yet, I'd like to understand the options first

Please fill in the required fields before continuing.

Chapter VI

Last thing.

Is there anything else you think I should know before we talk? Optional

Before you send it

Review + send

Give your answers one final look. When you select Send dossier, they'll be submitted to Behind the Curtain Co. directly; no email app is needed.

Copied — paste it into an email to jill@behindthecurtainco.com.

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✓

Thank you.

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