B.O.S.S. Strategy Free Consultation Form

When evaluating the condition of your business, make sure you are clear and honest in your answers. After you have completed this assessment you will be sent a calendar link to schedule your session with your B.O.S.S. Team.

Name *

First Name Last Name

Title

Phone Number *

Contact Email Address *

Company or Organization Name *

Please complete the following questions regarding the current branding of your business.

Website *

If you don't yet have a website, put 'NA'.

Select the following brand elements you are interested in. *

Business Message Clarity Website Development Marketing Campaign Other

Please complete the following questions regarding the current operations of your business.

What type of legal entity is your business? *

Limited Liability Company (LLC) S-Corp/C-Corp (Inc) Partnership Limited Liability Partnership (LLP) Sole Proprietor My company is not set up as a legal entity yet.

Do you have a written plan of action for 2021? Also referred to as a strategic plan. *

Yes No

Have you ever written down and evaluated your customer journey? *

Yes No

Please complete the following question regarding the current social aspects of your business.

Check the following social proof that you currently have. *

Google Reviews Website Reviews Video Testimonials Case Studies White Papers Referral Program Other

Please complete the following questions regarding the current sales processes in your business.

How many different ways are you selling your products or services? *

This is known as your Sales Channels. Examples include: e-commerce, direct sales, referrals, etc.

What are your total sales for the past 12 months? *

Additional Comments

Did you attend the September B.O.S.S. Strategy webinar? *

Yes No

Webinar Code

Consultation Form

Branding

Operations

Social

Sales