Strategy Session Application
Name
*
First Name
Last Name
Your Best Email
*
example@example.com
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Next
Phone Number-I will call you at this number at the time of our meeting.
*
-
Area Code
Phone Number
Business Website (It's ok if you don't have one yet. Just leave it blank.)
Business Name & Website URL
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Next
What level of business are you?
*
A Newbie: You're a total newbie making $0-$1,000 per month, and need help getting started.
A Grower: You have a biz making $1,000-$3,000 per month, but need more clients NOW!
A Multiplier: You have clients, you're making $3,000+ per month, but you have no time or life. You need systems and team building NOW!
What resonated with you most to have you apply for a session?
*
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Please tell me about your business. How many years in business? How many clients? Do you have a staff? etc.
What are some of your biggest challenges?.*
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What is your target monthly revenue?*
$0 - $1,000 per month
$1,000 - $5,000 per month
$5,000- $10,000 per month
$10,000 - $20,000 per month
$20,000 - $40,000 per month
$40,000 - $100,000 + per month
Do you have 2 hours per week to work on the growth of your business?
*
"YES!
“No, I don't have the time to work on my biz."
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Next
Please select which best describes you right now…
*
"I'm seeking a solution and have financial resources to invest in my business, if one of your programs is the right fit."
“I don't have any financial resources, and I am just looking for more information."
How ready are you to take action with what you need help with?
*
"YES! Let's do this!"
“I'd like to but I'm unsure."
"I'm too busy right now."
CLICK HERE TO APPLY FOR A SESSION
Infusionsoft Tags
New Lead
New Customer
Pet Sitting Services
Happy with Pet Sitting Services
Unhappy with Pet Sitting Services
Requested $25 Coupon
Pet Nanny Press
Overnight/House Sitting
Mid Day Dog Walking
Pet Sitting
Current Pet Nanny Customer
Active Sitters
Mid Day Walking Customer
House Sitting Customer
Pet Sitting Customer
Requested Quote
Received Quote
PNC Customer
PNC Newsletter
Cancelled 1st Service
Bought
Inactive
Inactive
Not interetsted
Sent WP: No Follow-Through
Bought Lock Box
Out of Area
Dog Owner
Cat Owner
Bunny/Sm Animal Owner
Send Referral TY Card
Dog Card
Cat Card
Sitter Happy Birthday
Referral Program SOC Sent
Upcoming Pet Sitting Service
Upcoming House Sitting Service
Filled out referral form
Gave Yelp Review
Submitted Testimonial
Cancelled Reservation
Responded to Outbound SMS
Gave permission to use testimonial
Does not want to give a testimonial
Scheduled Interview
Pre-Interview Questions Completed
Qualified Applicant
Cold prospect
Vet
Pet Store
Groomer
Sent Job Description
Not hired
Referred by PN Client
Need birthdate
Happy Bday Reminder 2
JERK
Moved
Enjoys working with PN
Doesn't enjoy working with PN
Referred a Client Prospect
Daily Accountability
Cancelled Session
Clicked Schedule Strategy Call Link
Bought 9 Secrets
Warm Prospect
Downloaded Job Description
Declined offer
Did not submit WP
Downloaded "3 Mistakes"
Downloaded Info Packet
No show for interview
Bought Platinum 1
7 Strategies (Buyer TW)
PNSS (Buyer CO)
10 Day Sales Course
Requested Facebook Coupon
Requested Adwords Coupon
Not Interested Anymore
Low
PN Clicks
PN Web Forms
PN Opens
40% Re-engagement coupon
FB Ad: $25 Coupon Opt-In
Start Ascension
In Segmentation Sequence
In Engagement Sequence
In Indoctrination
Indoctrinated
Begin [X] Product Mini Class Broadcast
In Re-Engagement Sequence
Start [X] Re-Engagement
Did Not Engage
Begin [X] Webinar Registration Campaign
In Ascension Sequence
Downloaded 10 Tools
PNSS (Payment Plan)
1 Surefire Delivered
10 Tools Delivered
9 Sercrets delievered
9 Secrets (Buyer TW)
Warm Letter (Buyer TW)
TE Tool Kit Delivered
10 Day Sales Course + 9 Secrets Bonus
10 Day Sales Course + Manager Hiring System
Remove from 10 Tools Campaign
Remove from TE Tool Kit Campaign
Remove from 12 Essentials Campaign
Remove from 1 Surefire Way
Warm Letter Delivered
12 Essentials Delivered
Client Testimonial Request Delivered
PNSS (Buyer Green)
SM Pack (Buyer)
SM Pack Delivered
9 Steps Delivered
Firestarter (Buyer)
PNSS Promo
Checklist Delivered
125 Ways Delivered
Ignite (Buyer)
Private Coaching Client
Content
Received Info Packet & Coupon
SYSTEM - Invalid Contact
SYSTEM - Suspected Invalid Contact
ML Sitter
WCM Sitter
ML Customer
WCM Customer
System - Updated Non-Marketable Status List
ML Prospect
ML Holiday Reminders
Lockbox Order
No follow through
Send out Card Error
PNSS (Buyer PAYPAL)
Wildly Workbook Requested
3 Planners (Buyer)
Wildly Workbook Delivered
3 Planners Delievered
Requested Wildly Workbook
Cold Prospect Didn't Schedule Interview
Year End Cold Sitter Prospect
Experienced Sitter
Scheduled Strategy Session
Clicked Didn't Schedule Strategy Session
Purchased Launch
Purchased Multiply
Multiply Mastermind
Multiplier
Interested in case study
Not interested in case study
Newbie
Get More Clients
Grower
No Show to Session
Non-Ideal Lead
Ideal Lead
Rescheduled Strategy Session
Send SOC Welcome
Summer '18 Multiply
Fall '18 Multiply
Lucrative Pet Sitting Careers 09.06.18 Registered - FB
Lucrative Pet Sitting Careers 09.06.18 Registered - List
Lucrative Pet Sitting Careers Aug 2018 - Not Interested
Referral Given
Membership - Prospect
Membership - Cancellation Requested
Membership Paused
Membership - Cancellation Finalized
Retained Membership
Self Liquidating - Purchased Mini-Course
Self Liquidating - Purchased Advanced Course
Self Liquidating - Purchased Bump
Self Liquidating - Prospect
Wrap-Up Call Scheduled
Program Completed
Completed Launch
Completed Multiply
jerk
Lucrative Pet Sitting Careers 08.23.18 Registered - List
Lucrative Pet Sitting Careers 08.30.18 Registered - List
trigger wildly workbook campaign
1 Surefire Way Trigger Campaign
Trigger 3 Steps Campaign
Trigger How to Conquer Overwhelm Campaign
Trigger 125 Ways Campaign
Trigger 12 Website Essentials Campaign
Trigger Complete Checklist Campaign
Trigger 9 Steps Campaign
Trigger Team Expansion Toolkit
Lucrative Pet Sitting Careers 08.23.18 Registered - FB
Lucrative Pet Sitting Careers 08.30.18 Registered - FB
Trigger PN Info Packet & Coupon Campaign
Completed Multiply Mastermind Feedback Form
Completed Launch Feedback Form
Video Testimonial
Multiply Restart Request
Completed Multiply Mastermind Restart Form
Purchased Launch Independent Study
Purchased Bundle
Lucrative Pet Sitting Careers 08.23.18 Attended
Lucrative Pet Sitting Careers 08.30.18 Attended
Purchased Scholars
Purchased Email Automation Package
Lucrative Pet Sitting Careers 09.06.18 Attended
Scheduled Discovery Call
Cancelled Discovery Call
Rescheduled Discovery Call
Fall '18 L&G
Scheduled Manager Interview
15 Website Mistakes Delivered
Purchased Website Package
Lucrative Pet Sitting Careers 12.04.18 Registered - FB
Lucrative Pet Sitting Careers 12.04.18 Registered - List
Lucrative Pet Sitting Careers 12.04.18 Attended
Lucrative Pet Sitting Careers 12.11.18 Registered - FB
Lucrative Pet Sitting Careers 12.11.18 Registered - List
Lucrative Pet Sitting Careers 12.11.18 Attended
Lucrative Pet Sitting Careers 12.18.18 Registered - FB
Lucrative Pet Sitting Careers 12.18.18 Registered - List
Lucrative Pet Sitting Careers 12.18.18 Attended
Lucrative Pet Sitting Careers Dec 2018 - Not Interested
Winter '19 Multiply
Scheduled Orientation Call
L&G Waitlist
Scheduled Strategy Session
Strategy Session Booked
Strategy Session Completed
Clean List
Email Typos
Laser Session Scheduled
Strategy Session Newbie
12-11 Webinar Attended and Clicked Replay Link
MM Application Promo
LOCKOUT
Laser Session Completed
Lucrative Pet Sitting Careers 03.05.19 Registered - FB
Lucrative Pet Sitting Careers 03.05.19 Registered - List
Lucrative Pet Sitting Careers Mar 2019 - Not Interested
Lucrative Pet Sitting Careers 03.12.19 Registered - FB
Lucrative Pet Sitting Careers 03.12.19 Registered - List
Lucrative Pet Sitting Careers 03.19.19 Registered - FB
Lucrative Pet Sitting Careers 03.19.19 Registered - List
Restart ML Holiday Reminders
newbie
Cancelled Follow-Up Call
Restart L&G
Restart Multiply
Grant L&G Kajabi Access
Grant Multiply Kajabi Access
Duplicate Contacts
Spring '19 Multiply
Lucrative Pet Sitting Careers 03.05.19 Attended
Lucrative Pet Sitting Careers 03.19.19 Attended
Lucrative Pet Sitting Careers 03.12.19 Attended
Purchased Multiply Fast Action Bonus
5 Behind The Scenes Secrets 03.26.19 Registered - FB
Scale Webinar Slides
5 Behind The Scenes Secrets 03.26.19 Registered - List
5 Behind The Scenes Secrets 03.26.19 Attended
5 Behind the Scenes Secrets 04.02.2019 Registered - FB
5 Behind the Scenes Secrets 04.02.19 Registered - List
Cancelled Scholars
How to Find the Time
How to Make $
Mini-Training
no show
Strategy Session w/ Colleen
Refund for LG
5 Behind the Scenes Secrets 04.09.19 Registered - List
5 Behind the Scenes Secrets 04.09.19 Registered - FB
5 Behind the Scenes Secrets 04.02.19 Attended
Purchased Private Coaching Package
Pet Biz Bootcamp
5 Behind the Scenes Secrets 04.09.19 Attended
Send Card
L&G Evergreen Webinar Registered
L&G Evergreen Webinar Attended
L&G Evergreen Webinar Did Not Attend
Payment Failed
Billing - Failed Payment - Successfully Charged
Payment Method Expired
Billing - Credit Card Info Updated
TWNRF Part 1
TWNRF Part 2
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