Let's get your desk tidy.

Welcome! Thanks for trusting me with your business!!

Before we dive into the form, a quick rundown on how I work.

Working hours are roughly 8am to 2pm. Sometimes I'll send you emails in the evening, but you're not expected to respond, that's just when my brain happens to be on. If you need me to work outside those hours, let's sort that out at the start of the week so we can plan accordingly.

Best way to reach me is email. For anything urgent, my number's 0478 756 190. Let me know if you want me to set up a WhatsApp for quick and easy chat between the two of us, some people love it, some people forget it exists within a week.

Thanks. Looking forward to working together.

Takes about 10 minutes Only your name and email are required

Basic Information

Just the essentials so I know who I'm working with.

First name *

Last name *

Email *

Phone number

Business name

Business address

For invoicing. Split into parts so it maps cleanly into Xero.

Business Basics

The bits I need to actually understand what you do.

What does your business do, in your own words?

Who are your typical customers or clients?

What's currently taking up too much of your time that you'd love off your plate?

Are there any tools or software you're already using that I should know about?

Any recurring deadlines I need to be aware of?

BAS, payroll, reporting, licence renewals, that sort of thing.

Access & Logins

Nothing needs to be sent here, just tell me what to expect.

Which accounts or tools will I need access to?

e.g. Xero, email, Monday, socials.

What's the best way for you to send me login details?

I'll flag if I need something specific here, like a password manager invite.

Working Rhythm

So we get in sync from day one, not week three.

What's the best way to reach you, and roughly what hours are you usually contactable?

How urgent is "urgent" for you? Is there anything that genuinely can't wait a day?

Is there anything I should never touch or send without checking with you first?

The Fun Bit

Entirely optional, entirely encouraged.

When's your birthday?

Do you have any pets?

Names, species, general chaos level welcome.

Kids?

Names and ages, if you're happy to share.

What's your drink of choice for the day we inevitably meet in person?

Anything else you're happy to chat about that has nothing to do with work?

All done?

Hit send and it'll come straight through to me.