ONBOARDING INTAKE FORM Which offer did you purchase?
– Select – The Clarity Audit ($495) The Structure Sprint ($997) The Growth System Build ($2,500)
Your active social media profile links (LinkedIn, Instagram, others)
Section 2 – Your Business In one sentence, what does your business do and who is it for?
How long have you been in business?
– Select – Less than 1 year 1 to 2 years 3 to 5 years More than 5 years
What is your current monthly revenue range?
– Select – Pre-revenue Less than $1,000 $1,000 to $3,000 $3,000 to $10,000 Above $10,000
How do you currently deliver your product or service? (describe briefly)
Who is your ideal client or customer? Describe them as specifically as possible.
Section 3 – Your Digital Presence Describe your current digital presence in 3 to 5 sentences. What do you have, what is active, and what is not working?
What is the single biggest structural gap you believe exists in your digital presence right now?
What has already been tried to fix it and what happened?
On a scale of 1 to 10, how clear is your message to a complete stranger who lands on your page for the first time?
– Select – 1 – 3 4 – 6 7 – 9 10
What does your current process look like from the moment someone discovers you to the moment they become a paying client or customer?
What specific outcome do you want from this engagement?
What does success look like for you 90 days from now? Be as specific as possible.
What would make this the best investment you have made in your business this year?
Is there anything holding your business back right now that is not directly digital but could affect our work together? (cash flow, team capacity, personal bandwidth, other)
Section 5 – Working Together What days and times work best for our sessions? (include your timezone)
Do you prefer WhatsApp or email for communication between sessions?
– Select – WhatsApp Email Either works
How would you describe your working style?
– Select – I like detailed step-by-step guidance I prefer high-level direction and I figure out the rest I like a mix of both
Is there anything else you want me to know before we begin?
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