Pre-call Intake Form How long have you been in business?
– Select – Less than 1 year 1 to 2 years 3 to 5 years More than 5 years
Links to your website and active social profiles
Section 2 – Your Digital Presence In one sentence, what does your business do and who is it for?
When someone lands on your website or profile for the first time, what do you want them to do?
On a scale of 1 to 10, how clearly does your digital presence communicate your value to a complete stranger? (1 = very unclear, 10 = crystal clear)
– Select – 1 – 3 4 – 6 7 – 9 10
What is the one thing your digital presence is currently failing to do?
What are you currently doing to attract clients or customers online?
What is working, even partially?
What have you tried that did not produce the results you expected?
Where do most of your clients or customers currently come from?
– Select – Referrals Social media Paid ads Search (Google, SEO) Cold outreach Other
Section 4 – The Real Problem If you could fix one thing about your digital presence tomorrow, what would it be?
What has stopped you from fixing it until now?
What does success look like for you 90 days from now?
Section 5 – Investment Readiness Are you currently in a position to invest in structured support if the right solution is identified on this call?
– Select – Yes, I am ready to move forward I need to see the value first I am exploring options right now
Is there anything else you want me to know before our session?
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