Understand first · Decide together · Pay after fit
Bring the problem.
Not a diagnosis.
A short intake, not homework. Choose quick answers or explain it your way. Review what fits, save your answers, and choose a free fit-call time. Detailed discovery happens after we confirm the fit.
Keith talks with you first. Together you confirm the focus, session size, exact price, and written takeaway. A smaller session may be enough. If implementation is what you need, it is scoped separately.
Your answers stay in this tab until you confirm submission. Then they are saved in PublicProof's CRM so Keith can prepare. Finish the calendar to confirm an appointment. No payment is collected here.
Business-only information. Do not enter SSNs, bank or card numbers, passwords, patient details, or confidential client records. Financial strategy is not accounting, legal, tax, investment, or lending advice. Credit and funding conversations do not guarantee approval.