Incredible Factor University Consulting Prep Form

Incredible Factor University Consulting Prep Form

Welcome to Incredible Factor University!
Please complete the form below in its entirety to the best of your knowledge and ability. THE MORE INFO YOU GIVE THE BETTER. Darnyelle reviews the information submitted PRIOR to your meeting, not during, so it is important to fill it out so she can get to know your business and to prepare for your consulting session.

ENTER N/A IF YOU DON'T HAVE SOMETHING LISTED
Email address*
First Name*
Last Name*
Business Name*
Website*
Facebook Page*
Linked In Profile*
YouTube Channel*
Instagram Page*
Link to Primary Free Offer/Lead Magnet. *
Link to Primary/Signature Paid Offer. What is the investment for it?*
How long have you been full-time in your business?
Tell me about your family and life vision and the role your business plays in it.*
Are you doing what you'd do if you had all the money in the world?*
Are you doing what you'd do if you had absolutely no money?*
What are your core values? How do they show up in your business?*
What is your brand key message and promise? If you're not sure, share what you typically communicate in the marketplace. *
How big is your Marketing List/Database? Does it contain your ideal clients?*
Number of Followers on Instagram (put n/a if not on IG)*
Number of Followers on Tiktok (put n/a if not on Tiktok)*
Number of People in FB Group (put n/a if you don't have your own group)*
Number of Followers on Clubhouse or Facebook personal page (put N/A if you're not on Clubhouse)*
Number of subscribers on YouTube(put N/A if you're not on YouTube*
Please describe your business as it is right now. Describe your role in the business)*

Please check off what best describes the following areas of your business*

Rows	Steady	Growing	Declining	Don't Know	Can't Find Info
Your Sales
Your Profits
Your Receivables
Your Payables
Customer Count
Your Industry
Your Competition
Your # of Repeat Customers
# of Customer Complaints
Inventory

Gross Business Revenue 3 years ago*

Less than $100,000$100,000 - $249,999$250,000 - $499,999$500,000 - $99,999$1,000,000+
Gross Business Revenue 2 years ago*

Less than $100,000$100,000 - $249,999$250,000 - $499,999$500,000 - $999,999$1,000,000+
Gross Business Revenue last year*

Less than $100,000$100,000 - $249,999$250,000 - $499,000$500,000 - $999,999$1,000,000+
Gross Business Revenue current year to date*

Less than $100,000$100,000 - $249,000$250,000 - $499,000$500,000 - $999,999$1,000,000+

Projected revenue next year?*
Ideal/Goal revenue in the next year?*
My business/company structure is...*

Sole ProprietorLLCIncorporated (C Corp)S-CorpNon-ProfitBusiness Partnership (LLP)LLC filing filing taxes as an S Corp

Describe your mindset. How does it help or hinder your business growth?*
What fears pop up when you think about taking your business to the next level (what ever that means for you)?*
If you knew God had your back, what would your business look like, feel like, be like?*
What is keeping you from making that your reality in your life and business?*

Are you clear on your USP (Unique Selling/Value Proposition)? What is it?*
Do you have an operations manual for the core functions of your business?*
What is your long term vision for your company – and you? How BIG are you willing to play?*
Tell me about your legacy plan. Do you have a plan to exit by selling, pass it down to family or employees? Or will your business end when you decide you no longer desire to run it?*
Do you have Intellectual Property protection for your key frameworks, brand, methodologies etc? *
In spending time with me, what are the challenges you want me to solve with and for you?*

What are your 3 most important priority projects on your agenda for the next 12 months?*
Number of clients currently*
Number of clients you need to achieve your goals and life vision*
What is a client worth to you in terms of revenue? (Per program/offering)*
What will this number of clients do for your life and business?

How do you attract clients currently?*
What percentage of your clients do you retain after their package/service expires?*
Describe your ideal client (if you are not sure, let’s get clear RIGHT NOW) – include age range( less than 10 years, income range, problems they have, )*
I work with (list your ideal client)*

Who struggle with (list their problems)*
And want to (list the results they are after)*
I’m different from other people in my industry because (list your USP or how you stand out)*
In working with me, my clients gain (list the solutions and RESULTS you can prove you offer your clients)*

Do you have a signature system that you use to work with your clients? If so, what is it?*
What is your typical customer sales pipeline process?*
What is currently in your sales pipeline? (How much and/or how many prospects)*
What is your sales conversion? (if you talk to 10 prospects, how many will you close?)*

What's your client acquisition cost? (What it costs to get one new client)*
Do you have a company KPI leaderboard? What do you track?*
How often do you hit your sales goals?*

Every once in a whileconsistentlyevery day/monthI don't set a sales goal
What's your pricing strategy?*

How many products and services do you offer? *
Are they stand alones or packages?*
What do you offer and what is the price for each product/service?*
Of all of your offerings, what do you typically sell monthly?*

Do you struggle with understanding the value your work represents to the marketplace? Are you fearful of raising your rates? **
When is your monthly profit and loss statement completed in your business?*
How long does it typically take to move a customer/client through your sales cycle?*
How many offers do you currently make to your prospects in the sales cycle?*

Are you using auto-responders to grow your business and stay in touch with clients/prospects?*
Tell me about your primary program/offer. Include investment, features, benefits/results and who it's ideal for*
Tell me about your second program/offer. Include investment, features, benefits and who it's ideal for*
Tell me about your passive products (books, courses, etc) - What's it called, who is it for? what's the transformation it provides? How much does it cost?*
Are you interested in learning how to create packages or value-based offerings that allow you to raise your prices and add more value to your clients?*
Have you been able to successfully sell your products and services (at every investment) on the phone or in person? **

Have you identified at least 4 revenue streams that are possible in your business? Please List **
Of all of them, which do you feel would take you to $1MM if you FOCUSED? **
Are you comfortable teaching value-based content and then transitioning to an enrollment conversation during sales opportunities (on stage, in person, over the phone)? *
What is your monthly income goal? Have you ever achieved this goal?*
What is your monthly burn rate? (How much money you need to break even in your business)*

How many people visit your website each month?*
How many people "opt-in" to your database via your Free Offer each month?*
How do you stay in touch with your potential clients?*
Are you using a follow up system to making your follow up easier?*

Please elaborate on your two biggest challenges:*
Who or what motivates you?*
A final few facts about yourself*

I am an innovative and wide-ranging thinkerI am open to new ideas and ways of doing things to help my businessI can accept honest criticismI can make quick decisions and am usually correctOther
During our session, please list what you want my help on.*
Any other comments, ideas or thoughts that have been left unexplored:*

Should be Empty:

Rows	Strong	Adequate	Weak	Very Weak
General Operations
Financial Management
Legal Management
Talent Management
Client Management
Marketing Management
Sales Management

Rows	Strong	Adequate	Weak	Very Weak
Finance/Banking
Accounting/Bookkeeping
Cash Flow Management
Credit and Collections
Management
Inventory Control
Business Planning
Industry Knowledge/Experience
Personal Organization
Ability/Willingness to Obtain Assistance
Market Analysis/Market Planning
Analysis of Your Competition
Advertising/Public Relations
Pricing and Distribution
Sales Procedures and Systems
Customer Service Procedures
Business Legal Issues
Tax Compliance
Licensing and Regulations

Rows	1	2	3	4	5
Clarity around what you really want in business and/or life.
Clarity around what it is that you “do” – your business focus, niche, etc.
Ability to attract clients.
Ability to attract clients who can afford to hire you.
Cash flow / capital to invest your business growth.
Having the business acumen / knowledge you need to grow your business.
Know-how to manage/run the operations of a business.
Too much on your “to do” list / inability to get it all done.
Confidence in yourself or your offerings.
Not focused on your “real” passion.
Work defines you / is your identify and can’t break free (i.e. you are workaholic).
Too many opportunities / “bright shiny” objects and you don’t know how to focus.
Can’t leap from dollars-per-hour to leverage income model.
Stepping into the CEO / leadership to your business rather than being the sole employee in it.
Battling limiting beliefs / releasing negative thinking / self-sabotage.
Getting your marketing efforts to translate into bottom-line results.
Managing your time and prioritizing.
Packaging and pricing your service offerings.
Fear of taking the wrong actions or making the wrong decisions.
Closing the deal with potential clients.
Building the team and systems you need to grow your business.
Fear of failure.
Fear of success.