SECTION 1 — BUSINESS SNAPSHOT

First Name

Email *

Phone *

Instagram Handle

What is your current monthly revenue?

What is your goal monthly revenue over the next 12 months?

What are your current offers and price points?

- Tell us: what you do, who you help, how you make money

What are your current offers and price points?

- Examples: lead magnets, micro offer, core offer, high ticket

SECTION 2 — THE CLIENT ATTRACTION AUDIT

LEADS

Approximately how many new leads enter your world each month?

How are most of your clients currently finding you?

Referrals

Instagram

Facebook

Networking

Speaking

Paid Ads

Do you currently have:

Lead Magnet

Email List

DM Strategy

Lead Tracking System

None of the above

OFFERS

Which statement feels most true?

Do you currently have:

Retention strategy

Ascension offer

Reactivation process

Referral strategy

None of the above

SALES

How many sales calls are you averaging each month?

What happens most often on your sales calls?

Which sales statement sounds most like you?

SECTION 3 — THE REAL PROBLEM

What do you believe is the biggest thing holding your business back right now?

Why is now the right time to solve this?

If we were talking 12 months from today and you said: "This was the year everything changed." What happened?

If nothing changes over the next 12 months, what worries you most?

SECTION 4 — QUALIFICATION

Have you invested in coaching or mentorship before?

If yes: What worked? What didn't?

Which best describes you?

If we identified a clear path forward, would you be prepared to invest in solving this problem?

Which level of support feels most aligned?