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You’re Booked — But You’re Not Done Yet

Thanks for scheduling your Discovery Call—you’re officially on the calendar!
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Before we meet, there are two REQUIRED steps to complete ahead of your call:
📽️ A short training video (~20 minutes)
📝 A brief intake form (~10 minutes)

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These must be completed before your scheduled time so we can have a focused, productive conversation. We know your time is valuable—and that’s exactly why we ask you to do this up front. By arriving prepared, you’ll get more out of the call, avoid wasted back-and-forth, and move faster toward real clarity.

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Why This Matters

We work with a limited number of clients and take these calls seriously. This process helps us keep the quality of the conversation high—and ensures we’re spending time on the things that actually move your business forward.

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So before your call, take about 20 minutes to complete the two steps below.
If they’re not done in advance, we may need to reschedule.

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Step 1: Watch the Video Below

This video walks you through exactly what makes Simple Numbers different—and why that matters for your business. Andy will break down key concepts we use with clients, explain our real estate-specific approach, and walk you through a few examples that are important to understand before the call. This will give you the context you need to get the most out of our conversation.

Step 2: Fill Out the Intake Form Below

This gives us the info we need to understand your business before we talk. It’s pretty quick. 

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Simple Numbers Intake Form

This form needs to be filled out before the call.

This form will take you just a few minutes and is extremely important for us to have prior to our call. The more honest and detailed you are, the better we can serve you.


We're here to help you get clarity and confidence with your business finances - without overwhelm.

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