Pre-Session Intake · Confidential

Transferable Capital
Clarity Session

Please complete at least 24 hours before your session with David Edgerton Jr.
Why this matters: The more honest you are here, the more valuable your session will be. There are no wrong answers. This is not a résumé exercise — it's a discovery conversation, and your candor is the raw material we work with.
Your Information
Full Name
Email Address
Session Date
How did you hear about this?
Part 1 — Your Current Situation
Question 1
Current employment status?
Question 2
How long have you been in transition?
Question 3
What triggered you to book this session right now?
What's the specific moment, conversation, or frustration that made you say "I need help with this"?
Part 2 — Your Background & Experience
Question 4
Describe your career in 3–5 sentences.
Not your résumé — the story of how you got here.
Question 5
What are you most proud of professionally — regardless of title or company?
Think about impact, not just output.
Part 3 — Where You Feel Stuck
Question 6
What's the most frustrating part of your search or transition right now?
Don't soften it. What actually keeps you up at night?
Question 7
What feedback have you received that confused or frustrated you?
Sometimes the most useful data is the feedback that didn't make sense.
Part 4 — Where You Want to Go
Question 8
What does success look like 90 days from now?
Be specific. A feeling is fine, but a concrete outcome is better.
Question 9
Anything you're not willing to consider — roles, industries, or paths?
Constraints are data. No judgment here.
Question 10
What's one thing you want to walk away from this session with?
Your responses are confidential and used only to prepare for your session. Come ready to be challenged — that's where the value lives.
Transferable Capital
Build The Value That Travels With You