Roadmap Discovery Form
Please complete this intake form for our coaches to get a better understanding for your Free Discovery Roadmap Session.
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Email *
Full Name *
Company Name *
Describe your company: what problem do you solve or what need do you meet in the market?
What product/service do you offer?
Who is your target market? Be as descriptive as possible. (Ex. Location, gender, age, buying habits, socioeconomic status)
What sets you apart from others in your line of business? (For example, include “as opposed to” or “unlike”)
Are there products and services you have not developed but want to?
Do you have a marketing plan and budget?
Clear selection
Do you have a CRM?
Clear selection
Do you do your own accounting or hire it out?
Clear selection
Is your business a:
Clear selection
What is your current gross revenue per year?
How many employees and/or contractors do you have?
What are your revenue goals in the next 12 months?
What are your revenue goals in the next 24 months?
What are your revenue goals in the next 36 months?
What are the top 3 things that need to happen to reach your 12-month revenue goal?
What is stopping you from hitting this goal? What's in your way?
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