Name
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First Name
Last Name
Email
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Phone
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(###)
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Your Birthday
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Company
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What's your long-term direction you want to take yourself and this business?
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What are your non-negotiables for how you want to build this business?
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What would you say your biggest limit to scale is right now?
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What is your #1 goal for the next 90 days?
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On a scale of 1-10 would you say your business is fully systemized?
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What was your business revenue 12 months ago, 6 months ago, 3 months ago, and this month?
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What is your current profit margin?
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How often do you post on social media?
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How confident are you in your content strategy?
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How many sales calls have you booked in the last 60 days?
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What is your current conversion rate on sales calls?
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What is your current show up rate?
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Do you run paid marketing? If so, what are your conversion rates? CPL, CPA, ROAS
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What is your #1 platform for traffic?
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What are your other traffic sources?
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How many emails do you send a week?
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Please write out your offers, attach an offer link if possible
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What softwares are you using for the business?
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What project management software do you use?
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What meetings do you have weekly for the business?
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Who is your avatar?
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What are your biggest levers in the business?
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What is your best use of time?
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Please put all marketing assets in here
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Websites, funnels, etc.
What makes your different from your competition?
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Please list the links to your top 4 competitors
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In 5 sentences or less please tell us who you are and what you do
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What does success look like for you as a private client
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