Intake Form

Name *

First

Last

Name of Your Business *

Email *

Website :

How long has the business been running?

What is the business's annual turnover/sales?

What is your business's legal structure?

How many staff does the business have?

Describe your product/service line:

Who are your primary competitors?

What is your differentiation and how are you better than your competitors?

Which services are you using as an introductory, low-cost offering to engage new business opportunities?

What are your business goals for the next 90 days?

What is your gross revenue goal for the next year?

What is your plan to reach these goals?

What are some of the aspects about your business that you'd like to change or improve?

How many active clients do you have currently? *

How much gross revenue does one new client bring into your business?

On what social media platforms are you actively engaged with your prospects and clients?

What PAID advertising are you currently doing?

How many contacts are on your email list?

What you are doing to add contacts to your list?

How frequently do you email your list?

None Currently
Once a week
Once a Month
Other

Have you published at least one book related to your business?

If Yes, describe book(s) and how they drive leads/business and position you as an expert here:

What domains do you currently own?

(Domains other than your website)

How do you use your primary website?

What marketing, advertising or other tactic are you doing to generate leads?

Describe how you continually provide value in the form of free content to your list:

What percentage of your new business/clients come from referrals?

How do you get referrals from your existing customers?

List all of the third party services/tools/softwares you use to manage your marketing and communications:

What Customer Relationship Management (CRM) tool do you use to manage your prospects?

How long is your typical sales cycle?

Describe any services that you want to change or add to your business:

What is your highest profit service? (Provide a detailed description):

What is the service(s) you enjoy delivering the most and find the most fulfilling?

Which of your products/services do you find get the best results for your clients?

What does your ideal client want?

What is their environment like?

What is their problem?

What is the underlying reason they're trying to fix this problem?

How do they want to be helped?

What barriers are in the way?

What will reassure them?

What is the best process for your client?

What is the first step they take?

What is the final outcome?

What did you help them avoid?

How did you help them transform?

Phone