Get Started

Tell me where you are.
I'll meet you there.

The fastest way to get help that actually fits is to answer a few plain questions first. No jargon, no trick questions, nothing to buy. Each survey below takes a few minutes, and everything you share stays between us — it just helps me show up to our first conversation already knowing your situation.

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Client Intake

Tell me about your business — what you do, what's eating your week, and what you'd like to hand off to systems that don't get tired. No tech language needed, the sensitive stuff is optional, and I reply within one business day with an honest read on whether and how I can help.

Start the intake →
≈ 4 minutes · Opens our secure intake form, hosted on Notion
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AI Readiness Check

A quick pulse on how you work today — the repetitive stuff eating your week, the tools you already use, and where AI could hand you hours back. Anonymous is fine; leave an email only if you want my honest read on your answers — including "not yet" if that's the truth.

Take the check →
≈ 3 minutes · Anonymous welcome · Hosted on Notion
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Small Business Snapshot

A general check-in for any small business or organization — where you are, what's working, what's stuck. It helps me point you to the right starting step, whether that's a free resource or a real conversation.

Take the snapshot →
≈ 4 minutes · All industries welcome · Stays on our site
A straight word on your information: what you share here is used for one thing — helping Plum St. Consulting understand your situation and match you to programs and services that fit. It isn't sold, shared, or added to a marketing list. Questions about identifiers like EIN are always optional. If you'd rather just talk first, book a call instead — same door, no forms.