Email

What’s your current business model? (full service, packages, digital products, etc.)

What platforms do you currently use/manage for clients?

How many active clients do you have right now (are you wanting to continue servicing all of them fully while offline)?

Do you have a team supporting you (assistants, contractors, etc.)?

When are you planning to start maternity leave, and how long do you plan to be away?

What’s most important to you during this time? (Please rate on a scale of 0–5, 5 being very important)

• Keeping income flowing without me being present daily

• Maintaining consistent client delivery

• Staying active on social without personally creating content

• Building systems to automate as much as possible

• Other (please specify)

What feels overwhelming about preparing for maternity leave right now? (besides all of it 😉)

Do you have any of the following already in place?

• Automated onboarding/offboarding for clients

• Pre-scheduled content systems

• Automated delivery of services/digital offers

• Backup support for client communication

• Templates for services

• Other

If your business ran smoothly in the background while you were on maternity leave, what would that look like for you?

Are you open to exploring digital products or automations that could create more passive income while you’re away?

What would be your preferred method of working together during this season?

• Self-paced playbooks/templates I can plug + play

• Done-with-you strategy + support

• Done-for-you setup (tech + automation)

Ideally, how much monthly income would you like to see handled by systems, automation, or digital products(instead of your direct 1:1 time)?

• Under $1,000/month

• $1,000–$2,500/month

• $2,500–$5,000/month

• $5,000–$10,000/month

• $10,000+/month

To help me recommend the best fit, what level of investment feels doable right now to set your business up for success?

• $0–$99

• $100–$300

• $300–$500

• $500–$1,000

• $2,000+

What tasks, services, or parts of your business do you absolutely love doing (the things that light you up)?

What tasks, services, or parts of your business feel heavy, draining, or like they “take too much energy”?

If you could remove or automate one thing in your business tomorrow and never think about it again, what would it be?

Is there anything else I should know about your vision for maternity leave or your business?