Advanced 30-Minute Strategy Session - Online Questions
Please record answers here. ALL Questions should be answered as best as possible. To obtain the best results from one's 30 minute Strategy Session (30 MSS) the more information we have, the better the recommendations / solutions which will be recommended.
IMPORTANT TO KNOW . . .
We have found a simple three step process is most helpful to determine if and/or how we could best help someone. Step 1 is the Examination. No doctor will ever give you a prescription without doing an examination . . . and the same thing with us. We won't ever recommend a solution until we really know someone. Step 2 is the Solutions and Step 3 is Implementation. Does that make sense?
Now . . . in Step 1, the Examination, it can be a simple short series of questions or it can be a much more thorough examination, it's up to those we are working with. In Step 2: Solutions . . . we have found that people tend to like three types of solutions, the Basic, Intermediate and Advanced. The Basic is a great place for people to get started if they know they need help but aren't sure what they specifically need . . . OR . . . maybe finances are really tight . . . OR . . . maybe the individual doesn't have a high sense of urgency . . . OR . . . maybe an individual likes to know everything before they do anything . . . which is fine for us as every solution we would recommend is customized specifically to the individual.
The Intermediate solutions tend to be for those who are very intuitive and just sense it's the right thing and just jump in. In Step 3: Implementation, some people like to implement quickly and others like to take a longer period of time . . . which again is alright as every solution we would recommend is customized specifically for the individual.
Does this make sense? Great. :-)
Now . . . if it's alright with you we would like to start out with asking some questions which will help us to get to know you better.
NOTE: If you have any questions on anything shared please connect with individual how invited you to participate in this or you can call toll free 888.230.2300 or 630.393.9909. (c)
Full Name of Interviewee:
This is the person completing the questions.
We will use to schedule follow up interview / 30 minute Strategy Session with you to provide insights on the information shared below.
Interviewee's Phone number:
Date and time of Appointment
Date of appointment for 30 minute free Strategy Session . . . OR . . . if not scheduled please share what day of the week and time (time zone) is best for you.
Who were you referred by?
Who is the individual / group who originailly referred you to complete this survey?
If you have a "Referral Code" please type that code here.
Any questions before we get started?
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