Automation Questionnaire

Name*

First NameLast Name
Phone Number*

Country CodeArea CodePhone Number
Email*
PLEASE NOTE: This email address should be the one you would love to use for all of the emails that will be sent out to people using the automated system I am creating. It will be the “From” address in the emails they receive.
Physical Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Preferred Name for Strategy Sessions*
For example: Strategy Session, Consultation, Discovery Session, Clarity Call, Vision Breakthrough Session, etc.
Length of Strategy Sessions*

30 Minutes45 Minutes60 Minutes90 MinutesOther
Preferred Form of SS Communication*

ZoomPhoneI let them decideOther
Phone Number for SS*
Please enter the phone number that will be used for strategy sessions. If you use Free Conference Call, please enter the phone number and access code.
Length of Coaching Sessions*
Please enter the length of your coaching sessions for both 1:1 and group sessions.
Preferred Form of Coaching Session Communication*

ZoomPhoneI let them decideOther
Phone Number for Coaching Sessions*
Please enter the phone number that will be used for your coaching sessions. If you use Free Conference Call, please enter the phone number and access code.
For the End of Program Assessment Survey/call email that gets sent to clients, would you prefer to send this yourself manually, or have it automated?*

I will send it myself manually (Training will be provided for how to do this)Automatically send it
When would you like the automated survey email to be sent out?*
For example: Send it after Week 9 coaching session and have the assessment call directly after Week 10 session
Do you have a Terms of Service and/or Privacy Policy that we will be using to be accessible on your site? HIGHLY RECOMMENDED (See below for editable templates of these you can download to change and send back to me)*

Yes, I can provide thisNo, not yet
Click below to download both the Privacy Policy and Terms of Use templates you can modify:

Privacy Policy
Terms of Use
Upload Modified Terms of Use and Privacy Policy Documents*

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Brand Colors
Logo

You can attach multiple versions.
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Bio Headshot(s)

You can attach multiple photos.
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Long Bio
Short Bio
Vision Workshop Registration Page Verbiage/Copy (see below for editable template you can modify if needed)

Cancelof
Click below to download a verbiage template you can edit for the Vision Workshop Registration Landing Page:

Vision Workshop Landing Page Verbiage Template
Website Examples
Preferred Signature for Emails (see below for an example)
Social Media Platforms

FacebookInstagramLinkedInTwitterYouTubeOther
Facebook URL*
Instagram URL*
LinkedIn URL*
Twitter URL*
YouTube URL*
Other Social Media URL(s)*
Should be Empty: