SECTION 1: BASIC INFORMATION

Full Name *

Business name

Email *

Website

Facebook Link: *

Instagram Link: *

Location/Time Zone: *

SECTION 2: BUSINESS SNAPSHOT

What type of coaching or service do you provide?

How long have you been in business?

Less than 1 year

1-2 years

3-5 years

5+ years

SECTION 3: CURRENT FUNNEL HEALTH CHECK

How many leads do you generate monthly?

0-25 leads

26-50 leads

51-100 leads

100+ leads

Where do most of your leads come from? (Select top 2)

What's your biggest conversion challenge right now? (Select top 2)

Do you currently have a team member or Social Media Manager who will support the implementation process?

SECTION 4: CURRENT SYSTEMS & TOOLS

Have you previously implemented similar marketing systems or software platforms successfully?

Yes, multiple successful implementations

Yes, one successful implementation

I've attempted but faced challenges

No, this will be my first major implementation

Not applicable to my situationype an Option

How would you rate your excitement level about learning and mastering the GoHighLevel platform?

Very excited (10/10) - Can't wait to dive deep and master the system

Moderately excited (7-9/10) - Interested and willing to invest time

Somewhat interested (4-6/10) - Will learn what's necessary

Limited interest (1-3/10) - Prefer to outsource the technical aspects

Not interested - Just want results without learning the system

Do you currently have a lead magnet/freebie?

SECTION 5: PROJECT SCOPE & PACKAGE FIT

What's your timeline for starting this project?

What's your availability for implementation?

Which approach best describes your preferred working style for this project?

SECTION 6: INVESTMENT & COMMITMENT

Have you invested in funnel/copy services before?

No, this would be my first investment

Yes, but wasn't satisfied with results

Yes, had good results but need something different now

Yes, and looking for ongoing partnership

SECTION 7: CASE STUDY PARTNERSHIP

As a beta partner, I'll provide premium service in exchange for case study documentation. Are you comfortable with:Sharing before/after metrics? (Revenue, conversion rates, lead volume)

Yes, absolutely

Yes, but anonymously

Maybe, depending on results

No, I prefer complete privacy

Providing a video testimonial upon project completion?

Yes, definitely

Yes, if results are strong

Maybe, depending on comfort level

No, written testimonial only

Being featured as a case study? (Website, proposals, social proof)

Yes, full case study with name/business

Yes, but anonymously

Maybe, let's discuss

No, I prefer privacy

Participating in occasional feedback sessions during the project?

Yes, happy to provide detailed feedback

Yes, brief feedback is fine

Maybe, depending on time commitment

No, I prefer minimal meetings

Which package sounds most aligned with your needs?

FUNNEL DIAGNOSIS™ ($299-699) I need clarity on what's broken before investing in a rebuild

COMPLETE FUNNEL TRANSPLANT™ ($799-1499) I'm ready for a total system overhaul with strategic implementation

LAUNCH INTENSIVE™ ($1599-2999) I'm launching something new and need it built for conversion from day one

Not sure - I need a consultation to determine the right fit

SECTION 8: FINAL QUESTIONS

What's the #1 result you want from this partnership?

"What have you already tried (e.g., another funnel, a different agency, DIY-ing) that didn't work the way you hoped? What do you think went wrong?"

Why would you make a great founding client?

How did you hear about The C.A.S.H. FLOW METHOD™ and Conversion Ward™?

Is there anything else you'd like me to know about your business or situation?

SERVICE BOUNDARIES

Please confirm your understanding:

✅ INCLUDED IN ALL PACKAGES:

Strategic funnel analysis and optimization
Conversion-focused copywriting
GoHighLevel setup and automation
Email sequence creation
Landing page optimization
Technical implementation support

❌ NOT INCLUDED:

Social media content creation
Ongoing social media management
Graphic design
Lead Engagement
Paid advertising management

I understand these service boundaries:

Yes, perfectly clear

I have questions about what's included

I need additional services beyond your scope

💊 NEXT STEPS

If accepted into the beta program, expect:

Application Review - I'll review your submission within 48 hours
Qualification Call - 30-60 minute fit assessment (if pre-qualified)
Treatment Plan - Custom C.A.S.H. FLOW METHOD™ prescription
Partnership Agreement - Beta pricing + case study terms
Immediate Action - Quick wins while we plan your complete treatment

⚡ Beta Advantages:

Premium attention and care
Significant investment savings
Direct access during implementation
Featured success story opportunities
First-to-market improvements and optimizations

🔒 Limited Availability: Only 5 beta partnerships available

💰 Beta Investment: 40-60% off regular pricing

⏰ Applications Close: When 5 spots are filled

🩺 Ready to heal your funnel and join our founding success stories?

By submitting this application, you understand that acceptance is selective and based on fit for our C.A.S.H. FLOW METHOD™ case study program. Not all applicants will qualify for beta client status.