NEW WBBP Intake Form 2021
Email
example@example.com
First name
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Last Name
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Website URL
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Persona Gender
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Female
Male
1. Persona Name
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2. Persona Age
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3. Persona Income
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4. Persona Title
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5. What situation needs to be resolved?
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6. What do they want? (What do you offer that resolves their situation?)
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Trials & Tribulations
7. What problems has this situation caused?
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8a. These problems lead to what emotions?
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Maslow's Hierarchy of Needs?
1. Self-Actualization Needs - Desire to become the most one can be 2. Esteem Needs - Respect, Self-Esteem, Status, Recognition, Strength, Freedom 3. Love & Belonging Needs - Friendship, Intimacy, Family, Sense of Connection 4. Safety Needs - Personal Safety, Security, Employment, Resources, health, Property 5. Physiological Needs - Air, Water, Food, Shelter, Sleep, Clothing, Reproduction
8b. What emotions on Maslow's Hierarchy of Needs?
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Please Select
Self-Actualization Needs
Esteem Needs
Love & Belonging Needs
Safety Needs
Physiological Needs
What are their beliefs?
9. Action Beliefs (Gain) What do they hope to achieve and what would define success?
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10. Inaction Beliefs (Pain) What obstacles or challenges to they have that would lead to inaction?
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Triggering Events
11. What are triggering event(s) that leads to them searching for a solution
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NOISE IN THE MARKETPLACE
What noise are they seeing in the marketplace that may have an influence on their situation?
12. What are they seeing?
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13. What are they being told or hearing?
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14. What are they doing?
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SEARCHING FOR A SOLUTION
Trust using empathy
15a .Why should they trust you?
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Maslow's Hierarchy of Needs?
1. Self-Actualization Needs - Desire to become the most one can be 2. Esteem Needs - Respect, Self-Esteem, Status, Recognition, Strength, Freedom 3. Love & Belonging Needs - Friendship, Intimacy, Family, Sense of Connection 4. Safety Needs - Personal Safety, Security, Employment, Resources, health, Property 5. Physiological Needs - Air, Water, Food, Shelter, Sleep, Clothing, Reproduction
15b. What emotions on Maslow's Hierarchy of Needs?
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Please Select
Self-Actualization Needs
Esteem Needs
Love & Belonging Needs
Safety Needs
Physiological Needs
16a. What gives you the authority to provide a solution?
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16b. What emotions on Maslow's Hierarchy of Needs?
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Please Select
Self-Actualization Needs
Esteem Needs
Love & Belonging Needs
Safety Needs
Physiological Needs
T.I.N.B
What makes you a secret weapon? What is your unique value proposition? What makes you different?
17a. What are your T.I.N.B's
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17b. What emotions on Maslow's Hierarchy of Needs?
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Please Select
Self-Actualization Needs
Esteem Needs
Love & Belonging Needs
Safety Needs
Physiological Needs
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AC/DC
What should they do now? What would help them along with their journey?
AWARENESS STAGE
They are identifying and understanding their pain or problem.
18a. What Questions are They Asking in the Awareness Stage?
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18b. What action do you want them to take?
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CONSIDERATION STAGE
They are searching for and comparing solutions to their problem. Not just competitors but also alternatives.
19a. What Questions are They Asking in the Consideration Stage?
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19b. What action do you want them to take?
DECISION STAGE
They are aware of you as a provider and are on the cusp of making a decision.
20a. What Questions are They Asking in the Decision Stage?
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20b. What action do you want them to take?
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21. Common Concerns
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Conclusion
What do they feel like if they win or lose?
22. Win
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23. Lose
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IS YOUR MESSAGE READY TO BE DELIVERED?
24. From - If all goes as planned, you will take your persona from what state?
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25. To - If all goes as planned, you will take your persona to what state?
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