Pre-Session Questionnaire | Jennifer Pickhan
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Jennifer Pickhan · Pre-Session Preparation

Let us make Wednesday count

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Fill in as much as you can. Anything you are not sure about, leave it and we will work through it together.

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I Your Brand

Who you are, who you serve, and how you want the world to introduce you.

How would you describe yourself and what you do, in your own words?
Two or three sentences. No polish needed — just how you would say it to someone at a dinner table.
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Who is the person you want to work with?
Think about their lifestyle, their mindset, what they value. Not just their budget.
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What services or income streams do you want to offer?
Include everything — sales, acquisitions, consultancy, introductions, anything else you have in mind.
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What is the one thing you want to be known for?
Or: how do you want someone to introduce you when they bring you into their network?
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What do you appreciate about By Design, and how do you think it fits your personal brand?
What does the By Design name give you that you could not create alone?
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II By Design — What Is Already in Place

This helps us understand exactly what we need to build and what already exists.

Is your Neuron website live yet?
Do you have your By Design email address set up?
Are you logged into the Lifesycle CRM and have you had your onboarding?
Are your properties feeding to portals through By Design?
Are you included in the Gallery magazine and the shared buyer database?
What does By Design expect you to handle yourself versus what they manage centrally?
List anything you know, even if you are not sure of the detail. We will map this properly together.
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Who is your main contact at By Design and how often do you work with them?
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III Operations — How the Business Actually Runs

The parts that keep you in control and stop the chaos.

Do you have any admin support right now, or are you handling everything yourself?
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Who is managing your diary, inbox, and WhatsApp messages day to day?
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When a sale is agreed, do you have a system to manage it through to completion — or does it live in your head?
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Do you have a bookkeeper or accountant in place?
What email domains do you use, and where are your websites hosted?
List all active email addresses and any domains or websites you own outside of By Design.
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