Focus Group - Intake

Request Your Spot

Everything you share here is confidential. You retain full ownership of your methodology, your pricing, and your processes. All of it stays yours.

The three pre-work videos (about 15 minutes) show you the formula. The live session runs it on your business.

By the time you join the group, you will already understand how the Law of Averages turns a small targeted outreach into a predictable revenue cycle - and why the free tools already available to you are the only infrastructure you need.

In the 30-minute live session, we apply that formula to your actual methodology. You will see your own numbers - what your system is worth at floor conversion, what your revenue looks like across four cycles, and exactly where the gap is between what you have built and what the market will pay for it documented and installed.

You leave with a clear picture of your next step based on your data. Not theory. Not a pitch.

Participation is limited. Complete the form below to request your spot.

Everything you share here is confidential. You retain full ownership of your methodology, your pricing, and your processes. All of it stays yours.

Please fill in your first name, last name, and a valid email address.

First Name *

Last Name *

Email Address *

Professional Background

Your Primary Role

Select the credential that best describes your professional background. This helps us understand what you are bringing into the session.

Please select your primary role before continuing.

PhD / Doctoral Researcher Clinician (licensed) Therapist / Social Worker (MSW, LCSW, etc.) Educator / Professor Consultant Coach (high-ticket / executive / niche) Nonprofit / Program Director Fractional Executive / Operator Other

Research Baseline

A Few Quick Facts

These questions help us understand the room and are used anonymously in our research. Your individual responses are never shared or published.

Please complete all fields before continuing.

Years of professional experience in your field *

Less than 5 years 5 to 10 years 11 to 20 years More than 20 years

Current annual revenue from expertise-based work *

Your Work Right Now

Where Are You Starting?

These two questions give us a baseline picture of where you are before the session. Be honest - there is no wrong answer and this is not a qualifier.

Please complete both questions before continuing.

Which best describes your current methodology? *

I have deep expertise but no defined framework yet I have a framework but it lives mostly in my head I have a partially documented framework I have a fully documented repeatable framework

Before today were you aware that free tools could replace expensive platforms for lead generation and delivery? *

Yes I knew this was possible I had heard of it but did not know how No this was completely new to me

Your Goal

What Are You Validating?

This is the most important question on the form. Be direct. Vague answers produce vague sessions.

Please describe what you are hoping to validate before continuing.

What are you hoping to validate or refine through this working session? *

Language, offer structure, pricing, institutional readiness, framework clarity...

What is the primary reason your methodology has not been fully systematized yet? *

I did not know how to start I did not have the time I did not think it was possible without a large team or budget I was not sure anyone would pay for it in a structured format Other

Source + Referrals

How Did You Find Us?

Select how you heard about this working session. If you know a colleague who should be here add them below. Referrals are how this group stays high caliber.

Please select how you heard about this working session.

How did you hear about this working session? *

If referred - who referred you?

Know a colleague who should be in this room? Add them below. Referrals are how this group stays high caliber. This is optional.

Referral 1 - Full Name

Referral 1 - LinkedIn URL

Referral 1 - Email

They are expecting to hear from the Heartset Design team

Referral 2 - Full Name

Referral 2 - LinkedIn URL

Referral 2 - Email

They are expecting to hear from the Heartset Design team

Final Step

Confirm Your Participation

Read and confirm each statement below. All are required. Your spot is not reserved until this form is submitted.

Please confirm all statements before submitting.

I understand this is a collaborative working session and agree to actively participate and receive emails related to sessions and materials. I understand that information shared will not be disclosed to other clients or third parties without written permission. I agree that my anonymized responses may be used in future research publications and industry benchmarking by Heartset Design Co. My name and identifying information will never be shared. I confirm I will attend the scheduled live session.

You will receive a confirmation email and calendar invite within minutes of submitting.

Your information is used only to manage your focus group participation. We do not sell or share your data with third parties.

You Are Confirmed

We will see you on July 5th.

Check your inbox for a confirmation email and a calendar invite for the session. The session is Saturday July 5th at 2:00 PM EST.

Next step: watch the 3 pre-work videos and complete the assignment form before the session. The links are in your confirmation email.

Do not see it within 5 minutes? Check your promotions or spam folder and mark it as not spam.

No new ideas in the session. We work only with what already exists.