Tell us a little about yourself
First Name
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Last Name
*
Organization
Email
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mobile phone
*
I agree to receive text messages
I agree to receiving text and email communications
*
yes
no
Mission Statement
What is your mission?
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Philantropic Activities
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Product or Services Sold
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My company & I would be more effective &/or more profitable more if I/we could:
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5 Smart Goals
These goals need to be Specfic, Measurable, Attainable, Realistic and Time Sensitive
Smart Goal 1
Smart Goal 2
Smart Goal 3
Smart Goal 4
Smart Goal 5
Who is your Major Competition? #1
Competitor #2
Competitor #3
Competitor's Advantage
Expression of Differentiation
Where are your people hanging out and getting their info from?
Aligned Brands
Complementary Services
Who do you work well with?
What else do your clients typically need or want?
You've got this! Keep Going!
Tell us what you're working with!
What marketing items do you have?
What marketing items do you have?
Speaker Reel
Speaker Kit
Website
Social Media
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Linkedin
Twitter
Instagram
Facebook Business Page
TikTok
Rock out! You have completed this section! Just a little more to go!
Tell us about your past marketing experiences
What have you tried in the past that has worked for your marketing?
What have you tried for marketing that hasn't worked?
Are you currently generating a steady flow of new leads each month?
Yes
No
Do you currently organize & manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
What do you think the Pain, Fear and Gain experiences are that your prospects or clients are experiencing?
Pain Points
Fear
Gains
Who is your Audience?
What do you provide them?
What problem does it solve?
Define your audience
Market Trend 1
Is it favorable 1
Is it favorable?
Yes
No
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Is it important 1
Market Trend 2
Is it favorable 2
Is it favorable?
Yes
No
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Is it important 2
Market Trend 3
Is it favorable 3
Is it favorable?
Yes
No
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Is it important 3
As you see your business today what would you as about your:
Strengths
Weaknesses
Opportunities
Threats
What relationships, besides current client referrals, have been successful?
Describe your ideal client.
How do you communicate with your clients and how often?
How do you bill your clients? (Choose as many as apply.)
Hourly
Fixed price
Valued price
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Do you have any written processes, policies, procedures, and/or protocols. If so, please list them. (If you don't have any, that's ok.)
Do you offer any other services? If so please describe.
Logo and Other images
upload all relevant client media assets here
What is the average value of each client
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Yes
No
YOU DID IT!
Call
(773) 830-3046
Email:
[email protected]
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