Partnership Intake Form for LRC
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 both get the most out of our work together. 
Email (only 1 - doesn't matter whose)
1. There are parts of your business that function well. Where do things feel smooth and natural right now?*
2. Where do things feel slightly heavier or require more effort than expected?*
3. When you first came together, what did you each see as possible in this partnership?*
4. What did you naturally expect from each other at the beginning?*
5. If you pause and reflect: How does this partnership feel right now on a day-to-day basis?*
6. If you pause and reflect: Where does it feel aligned and supportive?*
7. If you pause and reflect: Where might it feel a little unclear or out of sync?*
8. What types of work is each of you currently focused on most?*
9. What types of work would you each like to be doing more of?*
10. Where might there be an opportunity to adjust or rebalance?*
11. What is this business ultimately meant to create for both of you?*
12. If everything felt aligned, what would likely be moving faster or more easily?*
13. Where does communication between you feel clear and effective?*
14. Are there conversations that would be helpful to have more openly or more often?*
15. In any partnership, it’s natural to want to preserve certain things. What do you each feel is important to protect within this relationship or business?*
16. Where might protecting that be unintentionally slowing progress or clarity?*
17. Where do you feel strong confidence in each other?*
18. Where might there be opportunities to strengthen consistency or clarity?*
19. As you look ahead: Do you feel like you’re both moving toward the same vision?*
20. You’ve both been active in the business. Where do you feel like progress has been strong?*
21. Where might things feel busy… but not fully advancing?*
22. Over time, things naturally shift. What has changed in expectations, priorities, or direction, since you started?*
23. What might be worth revisiting or updating together?*
24. Think about moments where the partnership felt easy and productive. What was happening in those moments?*
25. When things feel slightly off, where does it tend to show up first?*
26. As individuals, you are both growing. Where might your current roles or ways of working need to evolve to match that growth??*
27. If you could make a few adjustments that would noticeably improve the partnership, what would they be?*
28. What has made those adjustments harder to implement so far?*
29. Where do your personal goals feel clearly aligned?*
30. Where might they differ slightly or need more discussion?*
31. When things feel uncertain or high-pressure, how do you tend to operate together?*
32. What conditions help you both move efficiently and confidently?*
33. What tends to slow things down?*
34. Please rate on a scale of 1 - 10: Clarity of Direction: _______ Trust: _______ Communication: _______ Decision Speed: _______ Energy: _______ Momentum: _______ Confidence in Future: _______*
If things became more aligned and clear, what would likely change?*
If this partnership were to become more difficult over time, what do you think would be at the root of it?*
What conversation do you feel would create the most clarity right now?*
Anything else that feels important to share, especially if it hasn’t been said yet?*