06 / Engagement intake · Form A DOC TSC-2026/02 · SHEET B · REV. 01
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FORM A, Engagement Intake

All fields confidential. NDA available on request. No marketing list, promise.
What brings you here? this tailors the form
Under $3M $3M–$20M $20M–$50M $50M–$100M $100M–$500M $500M+
Starting now Within 60 days This quarter Just exploring
The Read first Consulting Advisory Partner Enterprise Engagements Not sure yet
Scaling, no exit Exploring a sale Planning to sell Raising capital Not sure yet
This goes straight to me, with no autoresponder. I reply personally within two business days, with a calendar link if there's a fit. What I keep and why: Privacy.
FIG. · What happens after you hit send
From the form to the work: a personal reply, a free 30-minute call, a seat from the published tiers, then building with your own team, improving what you already run, week by week. The email, call and board are drawn; the curve is an illustration, not a client result.