What Do You Sell & What Price Point(s)?
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Do you have a clear, phased 'Roadmap' that clients follow, eliminating guesswork and outlining their exact next step at all times?
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No, clients are given a library of content/modules all at once.
We have a general outline, but it needs clear phases/metrics.
Yes, we diagnose clients and prescribe the exact next phase.
Do you just give people content, or do you have a hands-on system that makes sure they actually execute?
I have a high-touch onboarding 'system' over their first XX days.
I offer 'done-with-you' coaching calls every X weeks..
I require clients to have non-negotiable check-ins (submit their results or talk with a coach).
I have Facilitators or other Coaches that work with my clients.
NONE - I don't have any of this.
Do you offer a Conditional Guarantee that quantifiably shifts the risk of failure from the client to you (e.g., "Double Your Investment or We Work For Free")?
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No, I don't offer a guarantee.
We offer a general satisfaction guarantee.
We offer a refund if they do the work but don't succeed.
Yes, our guarantee covers their investment + additional assets.
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Do you include exclusive community-focused elements in your business?
A private community (e.g., in Skool, Slack or Circle) that is actively managed.
A system that helps members refer business to each other.
An accountability system that groups members into "pods" of non-competing peers.
I host an annual, in-person retreat exclusively for your top-tier clients.
NONE - I don't have any of this.
Do you provide any "done-for-you" service to remove the execution headaches for your clients
No, we just give access to the training + regular coaching calls.
We bundle in our templates or pre-made assets.
We give them access to a support person who can assist them 1-on-1.
We offer an option to have a team do it for them (agency-style).
Do you create physical welcome kits, awards, and milestone trophies that make their success feel real?
I send a high-quality 'Welcome Box' when someone joins.
When a client hits a milestone, I send them a trophy or plaque.
When someone ascends to my highest-level offer, they receive a high-end, custom-branded item.
NONE - I don't have any of this.
Do you have a clear path for your best clients to go deeper and increase their lifetime value?
No, I have one main offer and nothing else that is selling.
Ehh...I have a back-end, more expensive offer but no one has bought.
Yes! I have my core offer AND buyers in a back-end, ascension offer.
What is your average monthly revenue over the past 3 months?
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Less than $2,500
$2,500 - $5,000
$5001 - $10,000
$10,001 - $25,000
$25,001 - $50,000
$25,001 - $50,000
$50,001 - $100,000
$100,000 - $250,000
More Than $250,000
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Who currently manages your marketing ops & tasks (funnel building, ad copy, tech setup, reporting, etc.)?
Me, the founder/expert
Fragmented freelancers/VAs
Dedicated internal marketing team
Is your client acquisition built on one-off promotions or high-effort launches (e.g., challenges, live promotions) rather than automated systems.
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Yes, my dollars are tied to my personal, highly manual efforts.
We use a mix of launches and automated lead flow.
No, most revenue comes from predictable, evergreen systems.
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Do you have a single, proven sales presentation (webinar/VSL) that converts viewers into pre-sold sales calls or buyers?
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No, we don't have anything like that in place.
We have a VSL/webinar, but it's not consistently profitable.
Yes, it's a proven, positive ROI engine.
If you were to launch an offer/promo next month, would you need to build a new system from scratch?
Yes, every launch requires rebuilding funnels/assets.
We reuse our core pages but need new scripts/emails.
No, we just need to update the launch date and turn on traffic.
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My biggest marketing bottleneck is being lost in the technical execution (funnel software, tracking, automation) or relying on unreliable tech help.
Yes, I constantly cry/curse over software & tech frustrations.
We have a setup but often require expensive outside technical help.
No, our systems are set up and run smoothly by the team.
Who is filling this out?
Where should we send your results & how-to-fix?
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