First Name
*
Last Name
*
Email
*
What is the main opportunity you’re trying to unlock right now?
*
Purchase a home
Buy or refinance a vehicle
Secure business funding
Improve approval odds in general
Build long-term financial stability / retirement readiness
What has been your biggest credit-related challenge in the past 12 months?
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Denied application
High interest rates
Low credit score
Collection accounts or charge-offs
Late payments
I’m not sure what’s holding me back
On a scale of 1–10, how ready are you to actively work on your credit strategy?
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1 = Just exploring
10 = I’m fully committed
Which statement best describes you?
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I want education and guidance
I’ve tried credit repair before
I’ve been denied recently
I’m rebuilding after a life event
I’m preparing for a major purchase within 6–12 months
Why is improving your credit important to you right now?
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When do you plan to apply for your next major approval (home, vehicle, funding)?
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Within 3 months
3–6 months
6–12 months
1+ year
Just exploring
What concerns you most about your financial future?
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Outliving my income
Being denied again
Not qualifying for retirement
Supporting family members
Unexpected emergencies
I feel financially behind
Are you open to learning about strategies beyond credit, such as:
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Income protection
Wealth-building strategies
Tax-advantaged retirement options
Business structuring
Legacy planning
Do you currently have any of the following in place?
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Emergency fund (3+ months of expenses)
Life insurance
Retirement account (401k, IRA, etc.)
Estate plan or will
Business entity established
None of the above
Let me know if you have any questions
Thank you!
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