Name *

First Name

Last Name

Phone

(###)

###

####

Have you completed the Seeded Systems service? *

(Note: this is not a requirement for the Rooted Leader retainer)

Yes

No

For retainer support, which option are you most interested in? *

Quarterly

Monthly

What best describes your business? *

Service-based

Product-based

Hybrid of both

Other

How long have you been in business? *

Just Starting

Less than 1 year

1-3 years

3+ years

What areas do you feel you need the most ongoing support with? (check all that apply) *

Client onboarding & management

Workflow & system optimization

Content organization & scheduling

Reporting/tracking metrics

Personal wellness accountability

Other

What’s your preferred way to communicate for updates/check-ins? *

Email

Slack/chat

Zoom calls/meetings

Combination of the above

Retainer packages require consistent communication and collaboration. Are you able to commit to engaging regularly so we can keep your business moving smoothly? *

Yes

No