The Team Reset

Intake Questionnaire

Thank you for signing up for The Team Reset! Please fill out this intake questionnaire about your current team, systems, and communication.

I encourage you to be thorough in your responses (the clearer you are in this questionnaire, the better I can understand what’s going on). If you can’t fill it out now, block out 30 minutes within the next few days to do it.

Once you send it over, I’ll dive in. You’ll get your personalized review video from me within 2-3 business days.

Questions in the meantime? Email my team at magic@whitespace.team.

Audit Form: Team Breakthrough

Full Name *

Email *

Tell me a little about your current team. (Who’s on your team, what are their roles/responsibilities, how long have they been with you, how many hours, etc.) *

What’s going on, and what do you think the core problem is? (Share specific examples of breakdowns, confusion, or anything that’s just not working.) *

What have you already tried to improve this? (Even if it didn’t work — it helps me understand what’s been attempted.) *

How are tasks assigned and tracked? (Are you using a project management tool? Who assigns tasks? Are tasks given in Slack or on calls? How are priorities and due dates handled?) *

How do you and your team communicate, and how frequently? (Meetings, Slack, Voxer, text, email, etc.) *

Do you currently have any SOPs or documented processes? (If yes, are they current, and does your team know how to find and use them? Feel free to link or describe.) *

If you could wave a magic wand and instantly “fix” one thing about your team, what would it be? *

What’s one specific outcome you’d love to walk away with from this audit? (A fix, a new idea, a next step — anything you’re hoping I’ll help you uncover.) *

Anything else you’d like to add?

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