Let's Start With The Basics!

Understanding your business foundation.

What is your average client value? *

What is your current annual revenue? *

Stage 1: Awareness → Consideration

Where your target audience discovers you exist.

In the last 90 days, how many NEW leads (emails/contact information) did you collect from each source? If the source doesn't apply to your business, put "0".

Social Media (LinkedIn, Facebook, Instagram, etc.) *

Website / SEO / Organic Search *

Referrals / Word of Mouth *

Paid Advertising (Google Ads, Facebook Ads, etc.) *

Email Marketing *

Events / Networking / Tradeshows *

Stage 2: Consideration → Decision

Moving prospects from engaging to becoming clients.

Of those leads you just mentioned, how many became PAYING CLIENTS in the last 90 days? *

Count only NEW clients who signed contracts/made purchases.

Stage 3: Decision → Experience

Successfully onboarding and delivering for new clients.

Of those new clients, how many successfully COMPLETED ONBOARDING or received their first deliverable? *

Think: finished setup, got first results, or completed initial project phase.

Stage 4: Experience → Ascension

Re-earning your client's business through additional purchases.

In the last 90 days, how many EXISTING CLIENTS made a repeat purchase, upsell, or renewal? *

Include renewals, cross-sells, upsells, or additional services.

Stage 5: Ascension → Advocacy

Transforming clients into referral partners.

In the last 90 days, how many clients provided a REFERRAL or TESTIMONIAL? *

Count video testimonials, written reviews, case study participation, or direct referrals.

Get Your Priority Stage Action Plan

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Last Name *

Email *

Phone *

Company Name *

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