First Name *

Last Name *

Business Email *

Website *

Describe Your "Why?"

Describe You/Your Businesses Qualifications, Expertise & Background *

Describe your business culture, core values, vision, and tagline *

If you don't know yet put "NA"

What is your primary offer or services and price points? *

Do you have an existing lead magnet, low-ticket product, funnel, or free offer? (Please describe & link) *

If you don't type "NA". (No need to go into detail for everything you give them. Just a list of items and a summary of them please)

What unique selling proposition that sets you apart from competitors? *

If you don't know yet put "NA"

Do you specialize in any specific areas in your industry? *

Describe your ideal customer in detail (age, income, profession, interests, etc.) *

If you don't know yet put "NA"

Who are your top 3 competitors or industry examples you admire? *

If you don't know yet put "NA"

What specific pain points or desires do your ideal clients commonly express? *

If you don't know yet put "NA"

Do you currently have a Facebook Meta Business Manager or Ad Account? *

Yes

No

I'm not sure

Do you currently have a Facebook Pixel set up? *

Yes

No

I'm not sure

Do you have a "Google My Business Profile" setup? *

Yes

No

I'm not sure

Do you have a "Google Analytics" Account setup? *

Yes

No

I'm not sure

Do you have "Google Search Console" Setup? *

Yes

No

I'm not sure

Are you okay with us purchasing a domain related to your main domain for funnels and webpages? *

Yes

No

Have You Listed Your Business in Local Directories? *

Yes

No

I'm not sure

Do you have any review site accounts "Yelp, TrustPilot, Etc"? *

Yes

No

I'm not sure

What are your current lead sources and approximate percentage from each? *

Current Average Monthly Ad Spend *

$0

$250-$500

$500-$1,000

$1,000-$2,000

$2,000-$3,000

$3,000-$5,000

$5,000-$10,000

$10,000-$20,000

$20,000-$30,000

$30,000+

What capital do you have available for your Monthly Ad Spend Budget? *

$1,000-$1,999

$2,000-$2,999

$3,000-$3,999

$4,000-$4,999

$5k-10K

$11k-$15k

$16k-$25k

$25k-$50k

$50k-$75k

$75k-$100k

$100K-$200k

$200k-$300k

$300k-$500k

$500k-$750k

$750k-$999k

$1M+

What’s your current cost per lead (if known)? *

Type "NA" if you don't know

What happens immediately after a lead fills out a form on your website or books a call or reaches out to you? *

Do they get sent an email? An intake form? What are the next steps?

Where/how do your clients pay for services? *

What scheduling software or booking system do you use? *

Typical sales cycle length (lead to close) *

0 Calls (Close over Dms right away)

1 Call

2 Calls

3 plus calls and following up

I don't have a sales process

Current show-up rate (%) for booked calls *

10%

20%

30%

40%

50%

60%

70%

80%

90%+

How many people actually come to your first scheduled meeting

Current close rate (%) for booked calls *

10% or less

10%-20%

20%-30%

30%-40%

40%-50%

50%-60%

60%-70%

70%-80%

80%-90%

90%-100%

How many of those meetings actually turn into customers

Common objections you hear from prospects *

Reasons why they don't move forward with you

Please describe your current onboarding process step-by-step *

How do people get started with you & what does that process look like.

What deliverables do clients receive for each offer, product, or services? (calls, coaching, resources, access, etc.) *

Do you offer guarantees, bonuses, or incentives? *

Put "NA" if not relevant

What is your refund or cancellation policy? (If you have one) *

Average lifetime value (LTV) of a client (if known) *

$

Do you have a CRM? If so which one are you currently using? *

If you don't have one type "NA"

Do you have existing automation workflows? If yes, please describe *

If you don't type "NA"

Do you have an email/SMS marketing platforms that you use? If yes, please list them. *

If you don't type "NA"

Do you use project management or internal communication tools? If so, please list them. *

If you don't type "NA"

LEGAL BUSINESS NAME *

PLEASE MAKE SURE YOU ENTER YOUR EXACT LEGAL BUSINESS NAME (This will be used to apply for A2P compliance (All businesses have to get approved to send SMS/text messaged to their leads)

Business EIN (Employer Identification Number) *

This will also be used to apply for A2P Compliance (sending text messages to clients)

Business Registration Number *

 This will also be used to apply for A2P Compliance. This is also referred to as the filing number sometimes.

Business Phone Number *

Date of birth *

Optional (We like to celebrate & give out gifts)

Tone/voice preferences for Marketing Materials & AI agents *

Formal

Authoritative

Casual

Friendly

Calm

Direct

Hospitable

Elegant

Professional

Empathetic

Any brand guidelines, colors, or fonts we must follow? *

If not type "NA"

Upload Your Brand Guide Here (If you have one)

Ignore this question and move to the next question if you do not have a brand guide.

Upload Your Brand Logo Files Here

Any restrictions or compliance rules in your industry we must follow? *

Please type "NA" If none.

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