Client Inquiry — Beach on Monday, Inc.

Section 01

Let's start with you.

The basics — who you are and the best way to reach you.

Your name *

Business or brand name *

Email address *

Website or main platform

Wherever someone would go to learn more about you or your work

What best describes you? *

Founder or small business owner

Media / production / creative team

Creator or personal brand

Wellness, nonprofit, or mission-driven org

Other

How long have you been at this? *

Less than 6 months — just getting started 6 months to 2 years — some traction, still figuring it out 2 to 5 years — established but ready to grow or streamline 5 or more years — been at this a while, ready for more support

Section 02

What feels hardest to keep up with right now?

No need to have it figured out. Just share what's feeling heavy, messy, or unsupported — that's where we start.

What prompted you to reach out now? *

Something change recently? A project coming up? A breaking point? Whatever it is, say it plainly.

What feels most overwhelming, messy, or unsupported right now? *

What would feel lighter if someone reliable helped carry it?

What are you currently managing entirely on your own?

Section 03

How is the work currently moving?

Help me understand the systems, tools, and rhythm of how things get done today — and where that breaks down.

What tools or systems are you currently using?

Notion, Airtable, Google Drive, Asana, email, spreadsheets — whatever's in use, even if it's messy

Are there recurring tasks or responsibilities that need ongoing support? *

Things that happen weekly, monthly, or regularly that are eating your time or falling through the cracks

Are there any upcoming deadlines, launches, or projects?

Anything with a timeline that needs coordination support in the near term

What have you already tried, if anything?

Hired someone, used a tool, tried a system — what happened?

What would a more organized version of this look like for you?

Not a perfect answer — just what comes to mind when you imagine things running more smoothly

Section 04

Finding the right fit.

Let's make sure we're aligned on scope, budget, and how you like to work before we get on a call.

Which service feels closest to what you need? *

The Support Studio — from $1,500/month

Ongoing operations and admin support — scheduling, inbox, task tracking, workflow follow-through

The Project Flow — from $3,000/project

Project and production coordination from planning through delivery

The Systems Reset — from $4,500/project

Workflow audit, SOP creation, tool cleanup, and implementation support

Not sure yet — I'd like a recommendation

Preferred support style *

Ongoing monthly support One-time project support Systems cleanup first, then ongoing support Not sure yet

Timeline *

ASAP — I need support now 2 to 4 weeks 1 to 2 months Just exploring right now

Budget range *

$1,500 – $3,000 / month $3,000 – $5,000 project $4,500+ systems work Not sure yet — I'd like to discuss

Section 05

Before we talk.

A few last things to make sure our first conversation starts in the right place.

What would make this feel successful for you? *

At the end of working together, what would need to be true? What changes, what gets easier, how do things feel different?

Is there anything you're unsure or nervous about?

About the process, the investment, handing things off — nothing is too small to name here.

How did you find Beach on Monday? *

Anything else you'd like me to know?

Let's start with you.

What feels hardest to keep up with right now?

How is the work currently moving?

Finding the right fit.

Before we talk.

Thank you —I've got it.

Thank you —
I've got it.