Section 1 — Let's Meet You
Full Name
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Email
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Phone
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Instagram Handle
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Tell me about you outside the business. What do you love, how do you actually spend your free time, and what's something most people don't know about you? When we work together you get all of me, so I want all of you.
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Do you know your Enneagram? Drop it here.
What kind of coach or service provider are you?
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Section 2 — Your Business Today
Walk me through your business right now: what you offer, who it's for, how many clients you have, and what you charge. If any of that is fuzzy, write the fuzzy version.
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How long have you been doing this?
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Your average monthly revenue from your business right now:
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Where do most of your clients come from today?
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Referrals and word of mouth
Instagram content
My email list
Paid ads
Honestly, I'm never sure where the next one is coming from
Do you track your leads and sales numbers weekly?
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Do you feel confident in your ability to get clients results? Tell me how you get them there.
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How organized is the business behind the scenes?
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What specific problems do you solve for your clients? Go deeper than the surface answer.
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Section 3 — Where You're Going
Describe the business you actually want. The revenue, the schedule, the clients, the life around it. Write it like it's already real.
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Your top 3 goals for the next 12 months (clients, monthly revenue, impact)
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What do you believe you need the most support with to get there?
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It's six months from now and those goals are done. What's different about your days, and how do you feel running this business?
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Section 4 — Fit
Have you invested in a business coach or program before? Tell me the investment, what you got from it, and what fell short
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Part of this container is being challenged, getting honest feedback, and being called up when you're playing small. How do you receive feedback, and what do you do with it?
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I'm handing you my tools and the strategy that's worked for 1,200+ women. The work is still yours to do. I only take women who show up for themselves. Is that you?
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This program is for women who know this work is what they're meant to do, and who see themselves doing it bigger in 3 to 5 years. Does that sound like you?
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The Accelerator is $8,500, or a nine-month payment plan. If this is the right fit, are you ready to invest?
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Is anyone else involved in the decision to invest in your business?
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No judgment either way. It just helps me make the next conversation useful for everyone in it.
What's the right next step for you?
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Anything else you want me to know?