Value Audit™ Pre-Session Intake
Section 1 of 8 — YOUR IDENTITY
Basic professional identification
First and last, as you'd want it to appear in a professional document.
If different from your full name above. Leave blank if same.
What is your current or most recent job title?
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Use your official title, not a simplified version.
What is your current or most recent employer?
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Organization name. If self-employed, write your business name.
What industry or sector do you work in?
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Select the closest match.
What industry or sector do you work in?
If you selected Other above, what industry or sector?
Describe your industry in your own words.
How many years of professional experience do you have?
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How many years of professional experience do you have?
What city and state (or country) are you currently based in?
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Used to benchmark your compensation against your local market, not a national average. Your geography affects the numbers.
What is your LinkedIn profile URL?
Optional, but allows us to verify credentials and strengthen your audit documentation.
What is your email address?
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This is where your completed Value Audit™ will be delivered.
Section 2 of 8 — YOUR COMPENSATION
What is your current total annual compensation?
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Include all components: salary, bonus, commission, equity. If self-employed, use your most recent 12-month revenue.
Which components make up your compensation? Select all that apply.
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Which components make up your compensation? Select all that apply.
Leave blank if not applicable.
Use target or most recent actual amount.
Commission / variable pay amount ($)
Use current estimated value of vested shares or annual grant value.
Other compensation amount ($)
Any other income component not listed above.
What is your target annual income within the next 12 months?
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The number you want to be earning. Be specific. This is not a commitment. It is a benchmark.
If you charge by the hour, what is your current hourly rate?
How did you arrive at your current rate or salary expectation?
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Did you research market data, match a previous salary, guess, or use another method? Be honest. This informs the audit.
What is the highest annual income you have ever earned?
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What is the most you have ever been paid for a single engagement or project?
One contract, one project, one speaking engagement.
Section 3 of 8 — ORGANIZATIONAL CONTEXT
The scale of where your work has happened
Approximately how large is (or was) the organization where your most impactful work took place?
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Used to calculate the dollar value of percentage-based outcomes. A 35% revenue increase means very different numbers at a $10M vs a $500M company.
Approximately how large is (or was) the organization where your most impactful work took place?
At the peak of your most impactful role, how many people did you directly manage, influence, or lead?
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Include direct reports, matrixed teams, contractors, and cross-functional groups. Estimate if exact numbers are not available.
In your most impactful role, what was the approximate dollar value of the budget, contracts, pipeline, or resources you controlled?
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Include P&L responsibility, procurement authority, grant management, contract negotiation, sales pipeline, or project budgets. Estimate if needed.
Is there anything else about the organizational context of your most impactful role that would help us understand the scale of your work?
Acquisitions, reorganizations, crisis periods, startup phases — anything that adds context.
Section 4 of 8 — YOUR DOCUMENTED WINS
Five wins. Specific. Quantifiable. Win #1 is required; bring three to five.
Win #1 — What was the situation?
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Describe the problem, challenge, or opportunity that existed before you got involved. 2–4 sentences.
Win #1 — What specifically did YOU do?
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Your individual contribution. Not the team. What did you personally build, create, lead, or deliver?
Win #1 — What was the measurable outcome?
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Numbers, percentages, dollar amounts, time saved, risk avoided. If you do not have exact figures, estimate and say so.
Win #1 — Who benefited from this outcome?
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The department, company, clients, or stakeholders who captured the value of what you built.
Win #1 — Were you formally credited or recognized for this outcome?
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Win #1 — Were you formally credited or recognized for this outcome?
Win #1 — Approximate dollar value of this outcome?
Best estimate is fine. If unsure, leave blank and we will calculate it from your description.
Win #2 — What was the situation?
Describe the problem, challenge, or opportunity that existed before you got involved. 2–4 sentences.
Win #2 — What specifically did YOU do?
Your individual contribution. Not the team. What did you personally build, create, lead, or deliver?
Win #2 — What was the measurable outcome?
Numbers, percentages, dollar amounts, time saved, risk avoided. If you do not have exact figures, estimate and say so.
Win #2 — Who benefited from this outcome?
The department, company, clients, or stakeholders who captured the value of what you built.
Win #2 — Were you formally credited or recognized for this outcome?
Win #2 — Were you formally credited or recognized for this outcome?
Win #2 — Approximate dollar value of this outcome?
Best estimate is fine. If unsure, leave blank and we will calculate it from your description.
Win #3 — What was the situation?
Describe the problem, challenge, or opportunity that existed before you got involved. 2–4 sentences.
Win #3 — What specifically did YOU do?
Your individual contribution. Not the team. What did you personally build, create, lead, or deliver?
Win #3 — What was the measurable outcome?
Numbers, percentages, dollar amounts, time saved, risk avoided. If you do not have exact figures, estimate and say so.
Win #3 — Who benefited from this outcome?
The department, company, clients, or stakeholders who captured the value of what you built.
Win #3 — Were you formally credited or recognized for this outcome?
Win #3 — Were you formally credited or recognized for this outcome?
Win #3 — Approximate dollar value of this outcome?
Best estimate is fine. If unsure, leave blank and we will calculate it from your description.
Win #4 — What was the situation?
Describe the problem, challenge, or opportunity that existed before you got involved. 2–4 sentences.
Win #4 — What specifically did YOU do?
Your individual contribution. Not the team. What did you personally build, create, lead, or deliver?
Win #4 — What was the measurable outcome?
Numbers, percentages, dollar amounts, time saved, risk avoided. If you do not have exact figures, estimate and say so.
Win #4 — Who benefited from this outcome?
The department, company, clients, or stakeholders who captured the value of what you built.
Win #4 — Were you formally credited or recognized for this outcome?
Win #4 — Were you formally credited or recognized for this outcome?
Win #4 — Approximate dollar value of this outcome?
Best estimate is fine. If unsure, leave blank and we will calculate it from your description.
Win #5 — What was the situation?
Describe the problem, challenge, or opportunity that existed before you got involved. 2–4 sentences.
Win #5 — What specifically did YOU do?
Your individual contribution. Not the team. What did you personally build, create, lead, or deliver?
Win #5 — What was the measurable outcome?
Numbers, percentages, dollar amounts, time saved, risk avoided. If you do not have exact figures, estimate and say so.
Win #5 — Who benefited from this outcome?
The department, company, clients, or stakeholders who captured the value of what you built.
Win #5 — Were you formally credited or recognized for this outcome?
Win #5 — Were you formally credited or recognized for this outcome?
Win #5 — Approximate dollar value of this outcome?
Best estimate is fine. If unsure, leave blank and we will calculate it from your description.
Section 5 of 8 — YOUR INTELLECTUAL PROPERTY
What you have built. What you have given away.
Have you seen your ideas, frameworks, processes, or work product reused by others without attribution or compensation?
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Have you seen your ideas, frameworks, processes, or work product reused by others without attribution or compensation?
If yes, describe what was reused and by whom.
Be as specific as you can. This informs the IP section of your Revenue Diagnosis™.
Do any of your frameworks, methodologies, processes, or branded systems currently have any formal protection or documentation?
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Do any of your frameworks, methodologies, processes, or branded systems currently have any formal protection or documentation?
Describe the frameworks, systems, or methodologies you have built that others rely on.
They do not need to be formally named or protected. If people use your system, it has value.
What do people consistently come to you for?
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The thing people always ask you to solve, review, explain, or lead. Your zone of expertise.
Have you trained someone else to replicate what you built?
If yes, what did you teach them? Evidence of the transferability and value of your IP.
Section 6 of 8 — HOW YOU EARN NOW
Your current revenue model
How do you currently earn income from your expertise? Select all that apply.
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How do you currently earn income from your expertise? Select all that apply.
If you have a consulting practice or business, describe your core offer in 2–3 sentences.
What do you sell? Who do you sell it to? What outcome do they get?
What is the single biggest challenge you are facing with your revenue right now?
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Be specific. Vague answers produce vague diagnoses.
Which of the following do you currently have? Select all that apply.
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Which of the following do you currently have? Select all that apply.
Describe the last time you negotiated your compensation, rate, or a contract.
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When was it? What did you ask for? What was the outcome?
What was the outcome of that negotiation?
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Select the closest match.
What was the outcome of that negotiation?
Section 7 of 8 — YOUR INTENT
What is the primary reason you are doing this Value Audit™?
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What is the primary reason you are doing this Value Audit™?
When do you plan to use the results of this audit?
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When do you plan to use the results of this audit?
Is there anything else you want us to know before we begin the audit?
Context, concerns, sensitivities, or anything that would help us serve you better.
Section 8 of 8 — CONFIRMATION
I confirm the following:
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You must check all three boxes to submit.