Intake Form

Please complete this form to help us better understand your business growth goals.

Select Package*
Name*
First Name * Last Name *
Email Address*
Contact Number*
Company*
What is your website?*
What does your business do in a nutshell?*
What are the points you want to have highlighted or tell your customers about your service?*
How much do you charge for your product/service?*
How many new clients do you want in the next 12 months?*
List 5-10 ideal job titles of your ideal prospects (the more the better)*
CEO, owner, managing director, etc
List 3-5 industries your ideal customers in*
IT, Healthcare, software, financial, etc
What is the size of your ideal customer in terms of employees?*
1-10, 11-50, 51-200, etc
What keywords would be associated with your client's profile or business?*
Geographic preference of your ideal prospect*
New York, California, etc
If applicable, do you have any companies or criteria that you want to exclude in your targeted prospects?*
Consultants, coaches, speakers, etc
What would you say is the major results you would bring your clients? Be bold, be specific*
100 new leads per month or 25% saving in shipping fees, etc
Rephrase this statement to fit what you do. "I help {Insert the specific niche you help} to get/achieve/save/reach {state the specific measurable result you would get them}"*
What are the major pain points that your clients have*
How do you solve their problems that any client should hire you?*
If you have your ideal customer on the phone what would be the first question you would ask them to get them intrigued?*
Explain your solution in simple steps...(3-5 steps) you take with them to get the results*
List 3-5 of your competitors*
Please send us a link to your call appointment scheduling tool (e.g Calendly link)*
Anything else we should know?*