EchoSystem™ Intake Application

This engagement is delivered through UCDI Leadership and grounded in The EchoSystem. Admission is intentional.

PART 1: INTAKE APPLICATION QUESTIONS

Describe your current role, scope of responsibility, and decision authority.
(Include team size, influence, or business ownership if applicable.)

What season of leadership are you currently in?
☐ Scaling
☐ Sustaining
☐ Transitioning
☐ Rebuilding
☐ Re-defining success

What prompted you to explore executive advisory at this time?
(What feels unsustainable, unclear, or unresolved?)

Where are you experiencing the most friction right now?
☐ Decision-making
☐ Capacity / boundaries
☐ Confidence or internal clarity
☐ Direction or next steps
☐ Leadership presence or communication
☐ Personal life strain connected to professional demands

What decisions are you currently delaying, second-guessing, or avoiding?
(Big or small—clarity matters.)

What does "alignment" mean to you at this stage of your life and leadership?

What have you already tried to resolve these challenges?
(Coaching, therapy, masterminds, books, execution plans, etc.)

What happens if nothing changes in the next 6–12 months?
(Personally, professionally, relationally.)

This engagement prioritizes clarity before execution. Are you willing to slow down strategically in order to move forward with intention?
☐ Yes
☐ No

What would make this six-month engagement a clear success for you?
(Think outcomes, not activities.)

Are you prepared to engage in honest reflection, consistent sessions, and applied leadership shifts over six months?
☐ Yes
☐ No

UCDI Leadership Executive Advisory is not clinical therapy or tactical execution support. It is strategic coaching and executive advisory grounded in The EchoSystem™. Do you understand and agree with this positioning?
☐ Yes
☐ No

This scorecard helps determine whether a leader is ready for ATTUNE → BUILD work or needs a different entry point.

Rate each statement on a scale of 1–5 (1 = Strongly Disagree | 5 = Strongly Agree)

Clarity Subtotal: ___ / 15

Decision Subtotal: ___ / 15

Capacity Subtotal: ___ / 15

Identity Subtotal: ___ / 15