Thank You for Scheduling Your 1:1 Tech & Marketing Discovery Call!

Please carve out about 10-minutes to complete this questionnaire.

I’m excited to connect with you! Sharing your challenges, tech setup, and goals ahead of time will help me tailor our 45 minutes together, meet you where you’re at, and align with the energy you bring to your business.

Before we get to the more technical and businessy stuff, please share your passions, other than your business, what are your hobbies, what makes you shine and fuels your passion within?

How would you describe your personality?

What method do you prefer for us to communicate with you moving forward?

Video/Voice Messaging

Texting to your Phone

Instant Message

What are Some of Your Goals and Visions:

What are your top 3 goals for your business in the next 6–12 months?

What would success look like for you after implementing the right tech and marketing solutions?

Are there any specific milestones you’d like to achieve?

All About Your Business:

How long have you been in business?

Briefly describe your business and the industry you operate in:

Give a high-level overview of your business and what you do and what you offer.

What area of your business needs the most assistance?

What Are The Biggest Challenges Your Business Is Currently Facing?

If you also selected OTHER, what are the biggest challenges your business is currently facing?

How ready are you to invest time and resources into solving these challenges?

Very ready

Somewhat ready

Still exploring options

How do you currently measure the success of your marketing efforts?

Other ways you currently measure the success of your marketing efforts?

Of these features what are you most interested in learning more about or implementing in the next year or so?

SELECT ALL THAT APPLY

Tell Me About Your Tech Stack:

Level of Computer Tech savvy you are:

Does your business have a:

Membership Site

Affiliate Program

Ecommerce

Courses and Education

What platform is your website build with?

If you have an email list, what Email Marketing or CRM service do you use?

Do you have a scheduling tool to book calls? Is yes, select all that apply to you and your business.

What tool do you build your online forms with?

Do you use a project management tool?

Do you run webinars, summits or telesummits? If yes, what platform(s) do you use?

Do you have online courses? If yes, what platform do you build them on?

Do you have an online store or an Ecommerce presence?

Do you track and work with Affiliates/partners? If yes, what tool(s) do you use?

Are there any tools or platforms you’ve tried in the past that didn’t work for you? If yes, why?

Are there any tools or platforms you absolutely love and want to keep using?

Competitor Insights

Who are your biggest competitors?

What do you admire about their approach to tech and marketing?

What do you think sets you apart from them?

Just for fun, who is your favorite music group or artist. I know it is hard, but name just one.