Client Intake Survey
Please complete this survey so that we can better understand your business and goals. Please take the time to complete this survey as thoroughly as possible, the better you answer these questions and the more information you provide the better we will be able to serve you as a client and deliver amazing results.
Email address *
Your first and last name *
Your answer
Are you the main decision maker? *
Best Email Address? *
Your answer
Phone Number (and best time to call) *
Your answer
Your company name *
Your answer
Your Business Website (if you don't have one please type "no site") *
Your answer
In 1-2 sentences describe your business? *
Your answer
What's your annual revenue? *
Who is your target market or niche? *
Your answer
How many customers are in your database? *
Your answer
How many prospects are on your email list? *
Your answer
Describe the main problem(s) that your business is solving for people? *
Your answer
Describe your products/services and what you sell? *
Your answer
Why did you start your business? What was your original vision/mission? *
Your answer
What is your business model and how do you make money/profit doing what you do? *
Your answer
How do you currently take somebody from a stranger to a paying customer? Describe the process fully. *
Your answer
What are your business goals for the next 12 months? List them. *
Your answer
What is your current monthly revenue? *
Your answer
What is your target monthly revenue? *
Your answer
What do you believe is blocking you from achieving these goals right now? *
Your answer
What has worked best when it comes to growing your business? *
Your answer
What hasn't worked or worked poorly when it comes to growing your business? *
Your answer
What is your BIGGEST problem right now? *
Your answer
If you get value from talking to us, would you be interested in hearing about my coaching program that's specifically centered on simplified growth and scaling? *
How committed are you to fixing your problem? *
Not Committed at all
110% Committed
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