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Strategy Session
8
Questions
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1
Please share your name with us:
*
This field is required.
First Name
Last Name
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2
Please confirm your best email address:
*
This field is required.
example@example.com
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3
What is your best phone number?
*
This field is required.
Please enter a valid phone number.
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4
How did you hear about us?
YouTube Channel
YouTube Ad
Instagram
Instagram Ad
Facebook
Facebook Ad
Presentation
Referral
Other
YouTube Channel
YouTube Ad
Instagram
Instagram Ad
Facebook
Facebook Ad
Presentation
Referral
Other
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5
Why should we consider your application?
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6
If referred, mention by who:
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7
How did you hear about us?
Ads
Referral
Presentation
Other
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8
If you could create anything for your future in the next year, what do you envision that is?
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9
What is your #1 financial goal you want to achieve within the next 90 days?
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10
What is your #1 personal goal you want to achieve within the next 12 months?
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11
What is your #1 personal and professional goal you want to achieve within the next 12 months?
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12
What is your #1 professional goal you want to achieve within the next 12 months?
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13
What is your #1 goal when it comes to changing the lives of others over the next 90 days?
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14
What do you feel has stopped you from achieving those goals?
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15
What area of your life is your biggest struggle?
Health
Money
Relationships
Happiness
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16
Why is this your biggest struggle right now?
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17
How ready are you to hit your goals? (5 stars = very ready)
1
2
3
4
5
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18
How willing are you to take risks to hit your goals? (5 stars = very willing)
1
2
3
4
5
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19
How willing are you to make an investment to hit your goals? (5 stars = very willing)
1
2
3
4
5
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20
How bad do you want to achieve these goals from 1-10?
*
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1 - Not at all
2
3
4
5
6
7
8
9
10 - Let's make this happen!
1 - Not at all
2
3
4
5
6
7
8
9
10 - Let's make this happen!
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21
If you answered 4 or less to any of the questions above, honestly let me know why you’re not at a 5, and what you’re willing to do to change that.
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22
If you answered 9 or less above, honestly let us know why you’re not at a 10, and what you’re willing to do to change that.
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23
What is your biggest challenge right now?
*
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24
What's your budget for personal and professional development? C
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25
What is your budget allocation for personal and professional development? A
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26
What is your current budget allocation for personal and professional development?
*
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Less than $2500 per year
$2500 to $10,000 per year
$10,000 to $20,000 per year
Over $20,000 per year
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27
What is your budget allocation for personal and professional development? B
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28
What is your current household earning?
$50,000 - $99,000
$100,000 - $149,000
$150,000 - $249,000
$250,000 +
$50,000 - $99,000
$100,000 - $149,000
$150,000 - $249,000
$250,000 +
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29
Do you have the financial resources to invest in yourself right now?
YES
NO
Not sure
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30
Would you be interested in our financing options?
Yes
No
Not sure
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31
What is your annual income?
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32
Do you agree to show up for our call on time and ready to get clear action steps on how to hit your goals?
YES
NO
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