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Let’s Get Clarity on Your “Current” Business

Thank you for taking the time to fill out this form. This will help us better understand your business today and your goals for the future. If you have any questions about the form, please don’t hesitate to ask.

First name

Last name

Company name

Website

Phone

Address

Position

Please describe your products, programs, or services that you'd like to focus on:

What has your revenue been for the last 2 years?

$0 - $50,000

$50,000 - $100,000

$100,000-$500,000

$1,000,000+

What year did you start your business?

How many employees do you have?

Have you ever worked with a coach/consultant before?

Yes

No

Not Sure

I have been want to for a while.

What is the number 1 challenge you're facing right now in your business?

Please describe what you'd like your business to look like in the next 12 months.

What is really working for your business right now?

How do you market your business currently? Is it working?

Who is your ideal client? (e.g., age range, demographics, specific needs)

Describe what you do (what problem you solve) in one sentence.

Current Online Presence: Do you have any social media profiles, website, or online content? If yes, what platforms are you using, and what is your current engagement like? Please include all links to find you on all platforms you are on.

What made you decide to take action and raise your hand now for you and your business?

Do you have a brand kit (that includes branding colors, fonts, icons, and any iconography)?

Yes, I love it!

Yes, it needs to be revamped.

No, I do not.

Do you have a content calendar or any existing content you plan to use? What type of content do you want to focus on (e.g., videos, blogs, social media posts)? What content do you NOT want to focus on?

Do you have a budget for online marketing and advertising? If yes, what is the approximate amount? Are there any community events or groups you are a part of? Do you have any upcoming events we should be aware of?

What tools and resources do you currently use or have access to (e.g., social media scheduling platforms, email marketing platforms, graphic design tools, courses, podcasting, video editing software, CRM, accounting, etc)?

Any additional things, I should know about you or your business at this time?

Let’s Get Clarity on Your “Current” Business

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