Qualification Form

Use this form to confirm scope, alignment, and eligibility to receive services from Peterson Consulting & Advisory.

Basic Information

Email

Phone

Text

Engagement Context

Growth, restructuring, or formal evaluation of a professional practice or business

Leadership, board, or governance transition

Boundary, role, or authority clarity within an organization

Operational strain related to scale, complexity, or competing constraints

Client- or user-centered product or system design decisions

Preparation for formal review, diligence, or third-party evaluation

Clarifying decision records where documentation or accountability matters

Other

(e.g., No deadline, 2-4 weeks, 1-3 months, Other +)

(e.g., CEO, CFO, Board Chair, Partner, Product Lead, Finance, Operations, Legal counsel, Primary client, external review or litigation team)

Strategy / operating plan

Financials

Board materials

Product documents

Policy / process docs

Prior analyses

Other

Scope Confirmation

Please review and confirm the following:

This inquiry relates to professional or organizational decision-making.

I am seeking external analysis or advisory input.

I understand this advisory work is consultative in nature and does not include therapy, counseling, or coaching.

Decision Authority

Primary decision-maker

Advisor to decision-maker

Consultant / analyst

Other stakeholder

Yes

No

Dual-Role Protection

Please review and confirm the following:

I understand that consulting and therapeutic services are not combined within this practice.

Yes

No

Prefer not to say

Next Step Acknowledgment

I understand that no professional relationship is created by submitting this form.

I understand that, if approved, the next step may be a paid Advisory Scoping Call.

I understand that submitting this form does not guarantee acceptance of an engagement.

If invited, I understand the Advisory Scoping Call fee is $350.

Final Attestation

By submitting this form, I confirm that the information provided is accurate and that I understand the scope and boundaries of the services described.