Get Started — The Admin Reset

2

What do you need help with?

Check all that may apply. We'll confirm the actual project scope together.

Areas of support

If you selected Other, please describe

In your own words, what feels messy, unfinished, time-consuming, or difficult right now?

3

What would success look like?

When this project is finished, what would you like to have, know, or be able to do more easily?

Are you currently using any spreadsheet, document, system, or process for this work? If yes, briefly describe it.

4

Timing & priority

When would you ideally like this completed?

If you chose Other, when?

How urgent is this project?

Low — helpful, but not time-sensitiveMedium — I would like this handled soonHigh — there is a specific upcoming deadline

If there is a specific deadline, please provide the date and explain why.

5

Estimated project size

Don't worry if you're unsure — this simply helps me prepare for our call.

Project size

Small — one clearly defined taskFocused — a few related administrative tasksWeekend Reset — several related loose ends / organization needsLarger project — more substantial cleanup, organization, or setupI'm not sure — I need Danielle to help me determine the scope

6

Files, tools & access

What tools or platforms are involved, if any? (Excel, Google Sheets, Google Drive, email, calendar, etc.)

Will this project require access to any business accounts or confidential information?

NoPossibly — we can discuss on the discovery callYes — details will be discussed securely

Please don’t put passwords, account credentials, Social Security numbers, financial account numbers, or other highly sensitive information in this form. We’ll handle anything like that securely, later.

7

Communication

Preferred communication for project updates

EmailPhone call for scheduled check-insEither is fine

Is there anything else I should know before our discovery call?

8

Before you submit

I understand that submitting this form does not guarantee acceptance of my project.

I understand that project scope, pricing, timing, and deliverables will be confirmed before work begins.

I understand that work outside the agreed project scope may require additional approval and payment.

Client Intake Form