Basic Info
Name
First Name
Last Name
Email
Phone Number
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Area Code
Phone Number
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Online Presence
List links to your websites and funnels.
List links to your Facebook business pages.
List links to any sales pages you have for your offers.
List links to any Free Offers, Downloads or Lead Magnets you currently have.
List links to all other social media accounts.
How big is your email list?
List all competitors in your industry.
Do you have a Facebook group? If so how many people?
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Financials
List all your current offers and cost.
Which of your offers are currently bringing in money?
What is your monthly financial goal?
How much do you bring in each month?
How much do you pay out in expenses each month?
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Admin & Systems
List all tools and software you currently use to run your business.
Have you hired any contractors or freelancers to help you?
If so describe your experience with hiring a team.
Do you have any other employees or accountants? Please list everyone and what they do.
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Funnels
Do you have any existing sales funnels in place?
Have you ever launched a product before? If so, how did it go?
Have you ever leveraged Facebook, Instagram, or YouTube Ads?
What was your Facebook ads budget?
Do you prefer an intense period of time with more money or a trickle of money over the months?
Have you ever tried any bumps, upsells or downsells on your funnel?
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Big Picture
What is your primary business goal for the next 6-12 months?
Whats your brands big promise to the customer? Whats the ultimate result you want to help them achieve?
It would sure be fun if...
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Your Customer's Perspective
Whats the average age of your client?
Are your clients primarily woman or men?
Explain to me as if I was in 5th Grade, what your product or service does?
Whats your client's current situation WITHOUT your business in their life? (List 5)
Whats your client's current situation WITH your business in their life? (List 5)
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Your Major Pain Points
What are the top 5 issues you are currently experiencing in your business? (list 5)
Anything else that's relevant to your business, your financial landscape, or your current systems that we should know?
You can upload any files you feel would help us in the research phase here.
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