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Strategy Session COA
1
First Name
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2
Last Name
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3
Email
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example@example.com
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4
Mobile Phone Number
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5
How long have you been pursuing your business?
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1 to 2 yrs
3 to 5+ yrs
Less than 1 yr
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6
Briefly describe your current business.
*
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Who do you serve, what do you sell, what's the price point, how many clients are you working with?
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7
What is the biggest problem in your business right now?
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8
What is your current client acquisition situation?
I have acquired some clients over the last 3 months
I'm not currently getting any clients
I readily get new clients
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9
Which best describes your current financial situation?
*
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I’m living pay-check to pay-check, and if I were to miss a pay-check, my bills would immediately be late or difficult to pay
If there were a financial emergency and I lost my income, I have at least $5K to $10K in either credit or available savings to weather that storm
I don’t have any income currently, I’m concerned about keeping my head above water
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10
Do you commit to show up for your scheduled appointment on time?
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***IMPORTANT*** We do not re schedule missed calls. So this is your only chance. If you do not turn up we will not re schedule the call due to the number of people applying to work with us.
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No
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11
Lastly, what is the one thing you want to get from your game plan session?
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