Are you currently generating a steady flow of new leads each month?
Yes
No
If yes, approximately how many new leads do you generate each month?
Do you currently have a series of emails and/or text messages that automatically go out to new leads?
Yes
No
Do you currently organize & manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
Can your staff send text message to leads from a business number without using a personal phone?
Yes
No
Do you currently have a way of knowing your staff is calling new leads within five minutes?
Yes
No
Do you currently have the ability to listen to recordings of conversations between new leads and your staff?
Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Do you currently send email/text appointment reminders?
Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Yes
No
Do you currently have any automated replies set up for people who message your Facebook page?
*
Yes
No
Are you interested in implementing any of the things you responded 'No' to for your business?
*
Yes
No
How Big Is Your Team?
*
1-5
5-10
11-50
50-200
200+
What is the price of your solution per year? or what is a customer worth to you annually?
*
100-1000 $
1k - 3k
10k -30k
30+ k
How are you currently selling your product or service?
*
I'm doing all the sales myself over the phone or in person
I have a few sales people (less than 3)
I have a large sales team
I'm using a video sales letter or sales page to sell (no sales people)
I'm not doing any sales and I'm trying to figure this part out
Other
What is your revenue goal in the next 6 or 12 months? *
$100k - Looking to validate my business model and bring in my first paying customers ASAP.
$1M - We have a few paying customers and positive case studies.
We need to validate a channel and hit at least $1M per month before we scale it up.
$5M - We need to standardize our sales process and ramp it up
$10M - We need to optimize our sales team and structure to quickly and safely scale
Other
How long is your sales cycle? (Meaning how long does it take for your prospect to turn from a lead to a sale) *
1 Day
1 Week
1 Month
2 Months - 6 Months
6 Months +
What is your current average yearly revenue? (We will need this info to properly assess your situation.) *
$0-$100k
$100k-$300k
$300k-$1M
$1M-$5M
$5M-$10M
$10M+
How are you currently getting your leads & traffic? *
Outbound Prospecting (Cold Email, Cold Call, Social Messages)
Facebook/LinkedIn/Youtube/Google Paid Advertising
Organic Content (Posting On Youtube, Facebook, Instagram, Blog)
Search Engine Optimization
Channel Partners/Referral Partners/Affiliates
Customer Referrals/Word of Mouth
Influencer Marketing
TV Commercials/Radio Spots
Print Advertising/Billboards
How urgent is this problem? *
10/10 - If I don't figure this out soon, bad things will happen.
8/10 - I know It's important, but I'm already doing well, so I'm just going to take my time. If I like you, and think you can create value, I'm game.
5/10 - We are winners, and we are already winning. I want to work with more winners. If I think you are a winner, I'm working with you.
1-5/10 - Really just curious. Not that urgent...
How soon can you get started if we present a valid solution to you and solve your problem? *
Yesterday
Today
This month, for sure.
Next month
Hmm, maybe in 2-3 months?
In your opinion, what is preventing you from hitting your revenue goal?
We are unable to get outbound sales working and profitable.
We are unable to get paid advertising acquisition working and profitable - we just wasted our money...
Our closing process is a mess. No standardization at all. It's driving me nuts...
We can't flood a calendar with appointments to save our life right now.
I hired a marketer or agency, but our qualified lead flow is weak.
Deals are taking way too long to close.
Our customer churn rate is starting to scare me a little.
I don't know if what i'm doing is right. There are so many moving parts. I'm spinning my wheels and burning money. If someone could validate that I'm on the right track, that would relieve a ton of anxiety.
We are doing fine, but we are competitive and are always seeking the edge. My team and I must stay educated and on top. We will do whatever it takes to win.
I need mentorship and guidance. I'm sick of trying to learn this stuff on my own. My environment conditions are not ideal for success and I want to be around folks who are killing it.
Your First Name
*
Last Name
*
Organization
*
Website