← Back to Forge

Steward Intake

Your steward is your operator — the one who knows how your world works and keeps it running. Tell us how you work. We'll build the right one.

The landscape — mapping your world
What should your steward call you?
So we can reach you. Nothing else.
Where are you? Do you move between zones?
Not your job title — the actual domains. Every hat you wear. The more specific, the better the steward.
Wake to sleep. Where did your time actually go? This is the single most important question — it reveals your rhythm, tools, priorities, and gaps all at once.
Clients, partners, employees, family. Names and roles if you're comfortable.
This tells us your real priority hierarchy — better than asking "what's important?"
The backlog is the real job description.
How you operate — decisions, delegation, flow
Data first or gut first? Decide fast and adjust, or deliberate and commit? When do you ask for input vs. decide alone?
Include what went badly when you tried to delegate. What would you hand off tomorrow if you trusted someone enough?
Email, calendar, CRM, spreadsheets, messaging, social media, accounting — all of them. Include the janky ones and the ones you hate.
Zero inbox warrior, or 10,000 unread? What slips through? What are the consequences?
Not "productive" in the abstract. What would it feel like if everything was running smoothly?
Whatever breaks = whatever only lives in your head. This is the real delegation audit.
The deep cut — where it gets real
Overcommitting? Undercharging? Starting things and not finishing? Saying yes when you mean no?
Track it obsessively or avoid looking? Who handles invoicing and billing? What financial info would be most useful at a glance?
Not the dream. The pain. The thing that, if solved, would change how your week feels.
Forces prioritization. This becomes the steward's north star.
Your industry — what the steward needs to know
Not expert-level — just enough to not be dumb about it. Market dynamics, how transactions work, compliance, terminology.
"When a new client calls, I..." "When a listing goes live, the steps are..."
Industry terms, internal shorthand, acronyms you use daily.
Calibration — how your steward should operate
Your steward notices a client email that needs a reply. You're busy. What should it do?
"An important client emailed asking about a property. You're in a meeting for the next 2 hours."
Draft and send it Draft it, wait for my OK Flag it, I'll handle it Nothing until I ask
How do you want to hear from your steward?
Real-time updates Morning + evening briefings Only when something needs attention Dashboard I check when I want
Your steward sends a client email with a minor mistake — wrong date, slightly off tone.
No big deal Never happen
How should the steward sound when speaking on your behalf? Even better: paste an email you sent that sounds "right."
Steward personality
Gentle Blunt
Chill High energy
None Light Moderate Make me laugh while we work
All business Warm but efficient A bit of personality Full personality Match my energy
The anti-pattern. The thing that kills the relationship.
Context & goals
The current state of things. As much or as little as you want.
Not a mission statement. What would actually be different about your week?
The steward handles your work. A companion handles you. Many people want both.
Yes, tell me more Maybe later Just the steward

Everything you share stays private. We'll reach out within 48 hours.

⚙️

We've got the blueprint.

Your steward intake is in. We'll review everything and reach out within 48 hours to talk next steps.