Let's get you started

Please find about 20 mins to fill out the following form. It will give our team a head start on making your awesome strategy!

First Name *

Last Name *

Organization

Email *

mobile phone *

I agree to receive text messages

I agree to receiving text and email communications *

yes

no

Mission Statement

What is your mission? *

Philantropic Activities *

Product or Services Sold *

My company & I would be more effective &/or more profitable more if I/we could: *

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?

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 important 1

Market Trend 2

Is it favorable 2

Is it important 2

Market Trend 3

Is it favorable 3

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.)

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!

PROFESSIONAL

COACH

I am Samina Uddin

Professional Coach

I love working with startups and the businesses looking to scale up. I’m a critical thinker and creative problem solver. I am good at presenting business ideas in a compelling and professional way.

1 586

Happy Clients

1 2

Year Experience

3 500

Finished Projects

36

Award Winning

Services

Professional Services

Consulting

Communication

Computing

Testimonials

“

I love working with startups and the businesses looking to scale up. I’m a critical thinker and creative problem solver. I am good at presenting business ideas in a compelling and professional way.

Maxemilian

Vision & Mission

The vision statement focuses on tomorrow and what the organization wants to become. The mission statement focuses on today and what the organization does. While companies commonly use mission and vision statements interchangeably, it’s important to have both.