Personalized Intake Form for Andy Hernandez
Intake Form Instructions:  
Please answer the following questions.
An asterisk (*) indicates a required question. 
!! If you don't have an answer for a question, type N/A.
!! All fields must be completed to submit.
Completing this form will help you get the most out of our work together. 
1. What currently consumes more mental bandwidth than it should?*
2. Where in the business do problems repeatedly route back to you? *
3. What responsibilities are technically delegated… but still emotionally or mentally owned by you?*
4. What parts of the company currently depend too heavily on your presence, energy, or decision-making?*
6. When performance drops or people miss expectations, what do you instinctively do first?*
8. Where do you feel responsible for outcomes that should no longer require your direct involvement?*
10. What conversations do you delay because addressing them feels costly, draining, or disruptive?*
-- WHAT YOU ARE BUILDING (questions 11 & 12 )
11-A. What type of business or impact you are trying to create long term legacy wise?:*
11-B. Target date:*
11-C. Why this matters to you beyond just growth:*
12-A. What type of work or projects do you want to be doing more of?:*
12-B. Target date:*
12-C. What that would give you internally?:*
----- --- -----
13. What specifically must change within the next 12 months for meaningful progress to occur?*
14 What absolutely cannot still look the same 24 months from now?*
15. Where does ownership or decision-making still rely too heavily on you?*
16. What problems continue repeating despite discussions, meetings, or coaching?*
17. Where do standards exist in your head… but not fully inside the system?*
18. What operational problems have you tolerated longer than you should have?*
19. If you disappeared for 30 days, what areas would weaken first?*
20. What version of yourself helped build this stage of life and business… but may not be capable of scaling the next one?*
21. What are you still trying to prove through work, achievement, or responsibility?*
22. What kind of leader are you aspiring to evolve into over the next 3 years?*
23. What standards or expectations have been discussed repeatedly… but are still not being consistently upheld?*
24. What would “freedom” actually look like operationally, emotionally, and financially?*
25. What are you truly trying to build beyond revenue?*
26. What kind of company do you want this business to become without sacrificing yourself to sustain it?*
27. What concerns you most if nothing changes operationally over the next 12 months?*
28. What patterns keep repeating regardless of strategy, effort, or intention?*
29. What are the real-world consequences if these patterns continue for another 3 years?*
30. What would need to change for leadership to feel lighter, clearer, and more scalable?*
31. What do you suspect is costing you more than you admit?*
32. What truth about your leadership or business feels increasingly difficult to ignore?*
33. What causes hesitation or delays… even when you know what’s possible?*
34. What does your family ultimately need from you that constant pressure cannot provide?*
35. On a scale from 1 to 10 please rate yourself in the following areas: Health: _______ Business Direction: _______ Clarity of Vision: _______ Overall Trust in Biz Partners: _______ Communication: _______ Energy: _______ Freedom: _______*
36. If nothing changed within 6 months, what concerns you most?*
37. What decision or shift feels like it carries risk… but may be necessary for growth?*
38. If meaningful change doesn’t happen, what do you realistically believe will be the reason?*
39. What have you noticed, felt, or questioned… that hasn’t been fully expressed yet?*