Are you ready to build or hire a high performing marketing team that helps you scale beyond 1M in revenue, creates massive impact and frees up your time to do what you love? If so, complete this short survey to see how we can help you.
Do you have a trustworthy person that is in charge of executing your visions to achieve or exceed P&L objectives while keeping the team accountable?
Yes
No
I'm doing that right now
Are you currently getting any leads from online marketing?
*
Yes
No
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Do you have a website or online automated sales funnel?
*
Website Only
Funnel(s) Only
Both
Neither
What's your website url?
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What kind of business do you have? What do you do? What do you sell?
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If you are struggling to make online sales, tell me a little about the challenges you've had with the process so far...
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Tell me a little about yourself...
First Name
First Name
Last Name
Last Name
Could you handle an influx of new leads and clients in your business at your current scale
*
Yes
No
Not sure
Tell us what you need help with most.
*
Number of employees?
(1) It's just me
2-4
5-10
11-25
26-50
51-200
Over 200
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If I could help you build a high performing marketing team or train your in-house team, would you be interested in that?
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Yes
No
Maybe - not sure
How did you hear about us?
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Keap/Infusionsoft Tags
Next Level Funding
Prospect -> Behavior -> Seeking Partnerships (no funding)
Phase - Testing
Phase-Idea
Phase - Established
Phase - Next Level Funding
Event Time - 8am -5pm
Event Time - 10am-7pm
Event Time 10am-10pm
Prospect -> Aspire FEB 2014 -> Pre Registered
Customer -> Aspire MAR 2014 -> Registered
Purchased Demo Booth
Purchased Stage Presentation
General BBN List
Directory Members
Host an Event
BBN Contact Form
Prospect -> Aspire FEB 2014 -> Behavior -> Clicked to Pre-Reg Page 2/14
Business Owner/Entrepreneur
Networking Dinner
dummy
Education -> Training -> Virtual -> Behavior -> Click Optin Video Link63
DirBBNList
Prospect -> Aspire FEB 2014 -> Behavior-> Nonprofit/Student
Prospect Tags-> Aspire 2014
Customer -> Behavior -> Purchased Nonprofit/Student
Purchased Aspire Conference Nonprofit/Student
Clicked Aspire Nonprofit/Student Sequence's Link
Completed Aspire Nonprofit/Student Sequence
Aspire Investor's Start Note was applied
Clicked Aspire Investor Follow Up Sequence's Link
Completed Aspire Investor Follow Up Sequence
Completed Registration
Aspire Seeking Investment/Partnership's Start Note was applied
Clicked Aspire Seeking Investment Sequence's Link
Completed Aspire Seeking Investment Sequence
Prospect -> Aspire FEB 2014 -> Behavior -> Seeking Funding/Partnership -> Double Opted, on to Info Form
Completed registration
Aspire Business Networker (no investors) was applied
Clicked Aspire Business Networker (no investors)'s Link
Completed Aspire Business Networker (no investors)
Customer -> Aspire FEB 2014 -> Successful Purchase
Customer -> Aspire NOV 2012 -> Attendee
Customer -> Aspire FEB 2013 -> Attendee
Contact -> Search -> Gmail Address
Customer -> Behavior -> No Picture/No Video
Prospect -> Aspire FEB 2014 -> Behavior -> Pre-Registered -> Not Attending (per contact)
Prospect -> Behavior -> Aspire Sponsorship -> Sponsor Interest
Prospect -> Behavior -> Event Request -> East Coast
Education -> Events -> Live -> Aspire Seminars -> Expert Interest -> Contact Approached BBN, Offered to Present
Education -> Events -> Live -> Aspire Seminars -> Expert Interest -> BBN Identified Contact for Possible Seminar
Education -> Events -> Live -> Aspire Seminars -> Expert Interest -> BBN Approached Contact for Possible Seminar
Education -> Events -> Live -> Aspire Seminars -> Expert Confirmed -> Contact to Present Seminar
Education -> Training -> Virtual -> Expert Confirmed -> BBN and Contact Agree, Contact to Present Virtual Training
Education -> Training -> Virtual -> Expert Interest -> BBN Approached Contact for Possible Virtual Training
Education -> Training -> Virtual -> Expert Interest -> BBN Identified Contact for Possible Virtual Training
Education -> Training -> Virtual -> Expert Interest -> Contact Approached BBN, Offered to Give Virtual Training
Education -> Events -> Virtual -> Expert Interest -> Contact Approached BBN, Offered to Participate in Virtual Event
Education -> Events -> Virtual -> Expert Interest -> BBN Identified Contact as Expert for Possible Virtual Event
Education -> Events -> Virtual -> Expert Interest -> BBN Approached Contact as Expert for Possible Virtual Event
Education -> Events -> Virtual -> Expert Confirmed -> BBN and Contact Agreed, Contact is Expert to Present at Virtual Event
Prospect -> Aspire FEB 2014 -> Behavior -> Seeking Funding/Partnership -> Project Phase -> Active Product/Service, Currently Being Purchased
Prospect -> Aspire FEB 2014 -> Behavior -> Seeking Funding/Partnership -> Project Phase -> Significant Product/Service Success, Need Funding for More
Prospect -> Aspire FEB 2014 -> Behavior -> Seeking Funding/Partnership ->Project Phase -> Prototype/Testing Phase
Prospect -> Aspire FEB 2014 -> Behavior -> Seeking Funding/Partnership -> Project Phase -> Idea Only, No Action Yet
Contact -> Phone Number -> On Record
Prospect -> Aspire FEB 2014 -> Email -> Clicked Shomail YouTube Video Link
Prospect -> Aspire FEB 2014 -> Behavior -> Email -> Clicked Aspire Landing Page Link
Attendees Combined All Events
purchased
Purchased Executive
Purchased Standard
Prospect -> Aspire MAR 2014 -> Limited Time Offer
Did Not Buy Limited Time Offer
Customer Tags -> Customer -> PowerNetworking LTO
Customer Tags -> Customer -> LTO Presenter Purchase
Customer Tags -> Customer -> LTO Exhibitor Purchase
Customer Tags -> Customer -> LTO Executive
LiveStream3/29 Supporter
Prospect->Live Stream3/29->Busines/Ent
Live Stream 3/29 All
Prospect->Start a Business
Prospect->LiveStream3/29-Start a Business
NonM
Customer -> Aspire MAR 2014 ->Attendend
Opted in Contacts
Opted out Contacts
DELETE
SYSTEM - Invalid Contact
SYSTEM - Suspected Invalid Contact
Clean List
Email Typos
Duplicate Contacts
Intro Call Requested
Intro Call Scheduled
Intro Call Completed-Move Forward
Intro Call Completed-Not good Fit
Intro Call Canceled-Reschedule
More Info Requested
Podcast Interview Scheduled
Podcast Interview Completed
Intro Call-Possible Business Opportunies
Interest in Team Training
Ask Form From Podcast
Ask Form From LinkedIn
LinkedIn Contact
10. Marketing - Phone Funnel Framework to Conversion: 02. Didn't Click Primer Video - Needs To Click Main Video (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 03. Clicked Video - Needs To Schedule Call (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 04. Requested Video - Needs To Click To Primer Video (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 05. Didn't Click Primer Video - Needs To Click Main Video (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 06. Clicked Video - Needs To Text Keyword (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 07. Opted In for Video From Landing Page - Needs to Click to Main Video
10. Marketing - Phone Funnel Framework to Conversion: 03 - Clicked to Video (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 04 - Scheduled Call
10. Marketing - Phone Funnel Framework to Conversion: 08.0 Finish - Scheduled call
20. Sales - Schedule Request to Attend: 01 - Start
10. Marketing - Phone Funnel Framework to Conversion: 07 - Stop
10. Marketing - Phone Funnel Framework to Conversion: 06 - Unsubscribed
10. Marketing - Phone Funnel Framework to Conversion: 05 - Didn't Schedule
10. Marketing - Phone Funnel Framework to Conversion: 02 - Start (Landing Page)
10. Marketing - Phone Funnel Framework to Conversion: 10.0 Exit - Unsubscribe
10. Marketing - Phone Funnel Framework to Conversion: 09.0 Exit - Didn't Schedule
10. Marketing - Phone Funnel Framework to Conversion: 04.0 Milestone - Requested Video (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 02.0 Milestone - Didn't Click Primer Video (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 05.0 Milestone - Didn't Click Primer Video (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 06.0 Milestone - Clicked Video (Email Only)
10. Marketing - Phone Funnel Framework to Conversion: 03.0 Milestone - Clicked Video (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 07.0 Milestone - Needs to Click to Main Video From Landing Page
10. Marketing - Lead Ad Phone Funnel to Call Schedule: 06 - Unsubscribed
10. Marketing - Phone Funnel Framework to Conversion: 01 - Start
10. Marketing - Phone Funnel Framework to Conversion: 01. Requested Video - Needs To Click To Primer Video (SMS)
10. Marketing - Phone Funnel Framework to Conversion: 01.0 Milestone - Requested Video (SMS)
8 Profiles Lead
10. Marketing - New Lead Follow Up to Conversion: 05 - Didn't Buy
10. Marketing - New Lead Follow Up to Conversion: 02 - Converted
10. Marketing - New Lead Follow Up to Conversion: 02.0 Finish - Converted
10. Marketing - New Lead Follow Up to Conversion: 03 - Stop
10. Marketing - New Lead Follow Up to Conversion: 04 - Unsubscribed
10. Marketing - New Lead Follow Up to Conversion: 03.0 Exit - Unsubscribed
10. Marketing - New Lead Follow Up to Conversion: 04.0 Exit - Didn't Buy
10. Marketing - New Subscriber Indoctrination 2.0: 03 - Unsubscribed
10. Marketing - New Lead Follow Up Campaign: 04 - Unsubscribed
10. Marketing - New Lead Follow Up to Conversion: 01 - Start
10. Marketing - New Lead Follow Up to Conversion: 01. Receiving New Lead Follow Up - Needs to Convert
10. Marketing - New Lead Follow Up to Conversion: 01.0 Milestone - Receiving New Lead Follow Up
20. Sales - Consult Request to Close: 01. Start
20. Sales - Consult Request to Close: 02. Rescheduled Call
20. Sales - Consult Request to Close: 02. No Show - Needs to Reschedule
20. Sales - Consult Request to Close: 03. Added to Callback List - Need to Close
20. Sales - Consult Request to Close: 03. Cancelled Call - Needs to Reschedule
20. Sales - Consult Request to Close: 02. CALLBACK LIST: Requested Callback Today
20. Sales - Consult Request to Close: 03. CALLBACK LIST: Didn’t Answer 1st Attempt - Make 2nd Attempt
20. Sales - Consult Request to Close: 04. CALLBACK LIST: Need to Make Lead Dev Call (Didn't Attend Scheduled Call)
20. Sales - Consult Request to Close: 02.0 Milestone - Didn’t Show
20. Sales - Consult Request to Close: 04. Converted
20. Sales - Consult Request to Close: 04.0 Milestone - Added to Callback List
20. Sales - Consult Request to Close: 06.0 Finish - Converted
20. Sales - Consult Request to Close: 03. Contacted
20. Sales - Consult Request to Close: 05. Unsubscribed
20. Sales - Consult Request to Close: 03.0 Milestone - Cancelled Call
20. Sales - Consult Request to Close: 05.2 Activity - Couldn’t Contact 1st Attempt
20. Sales - Consult Request to Close: 10.0 Exit - Unsubscribed
20. Sales - Consult Request to Close: 07.0 Exit - Not Moving Forwards
20. Sales - Consult Request to Close: 07.1 Activity - Reason 1
20. Sales - Consult Request to Close: 07.2 Activity - Reason 2
20. Sales - Consult Request to Close: 07.3 Activity - Reason 3
20. Sales - Consult Request to Close: 08.0 Exit - Not Qualified
20. Sales - Consult Request to Close: 09.0 Exit - Couldn’t Contact 2nd Attempt
20. Sales - Consult Request to Close: 06. No Show [FYF]
20. Sales - Consult Request to Close: 07. Cancelled Call [FYF]
20. Sales - Consult Request to Close: 08. Added Callback List [FYF]
20. Sales - Consult Request to Close: 09. Couldn't Contact 1st Attempt [FYF]
20. Sales - Consult Request to Close: 10. Converted [FYF]
20. Sales - Consult Request to Close: 11. Not Interested Reason #1 [FYF]
20. Sales - Consult Request to Close: 12. Not Interested Reason #2 [FYF]
20. Sales - Consult Request to Close: 13. Not Interested Reason #3 [FYF]
20. Sales - Consult Request to Close: 14. Not Qualified [FYF]
20. Sales - Consult Request to Close: 15. Couldn't Contact 2nd Attempt [FYF]
20. Sales - Consult Request to Close: 04. Stop
20. Sales - Consult Request to Close: 01. Scheduled Call - Needs to Convert
20. Sales - Consult Request to Close: 01.0 Milestone - Scheduled Call
20. Sales - Consult Request to Close: 01. CALLBACK LIST: Lead Development List
Clicked Mastin Affiliate Link
Clicked LYP Bootcamp link
inv.tag
No First Name
Solopreneur
Small Team
Large Team
Monthly Sales <$5K
Monthly Sales $5-$10K
Monthly Sales $10K-$30K
Monthly Sales $30K-$50K
Monthly Sales $50K-$100K
Monthly Sales $100K+
ASAP-Get Started
Within Next Month-Get Started
30 Days + - Get Started
Yes-$5k Investment
No-$5k Investment
Yes-Move forward
No-Move forward
New Growth Team Lead
CoachTLaunch-FacebookClick
CoachT-CourseClick
Clicked SWE Facebook group link
Clicked-Impact Test Link
Purchased Wealth Dynamics Assessment
LU Live Masterclass Optin
Facebook Group Optin
WHW Facebook Group
Click from Internal List
Clicked from Internal list
Struggle-Content Creation
Struggle-Marketing
Getting Started
Struggle-Time
Struggle-Mindset
Struggle-getting clients
Struggle-Hiring Team
24HourBonus-1:1
48-HourBonus-EpowerPack
Purchased Get Clients Strategy-Group
Requested Genius
Requested Guide
geniu
1:1-30 min Bonus
WD-Creator
WD-Star
WD-Supporter
WD-Deal-Maker
WD-Trader
WD-Accumulator
WD-Lord
WD-Mechanic
Get Clients - Purchase
Monique Accountability Group
Struggle-Converting
FixYourFunnel SMS Opt Out
FixYourFunnel Invalid Mobile Number
repurposehouse link click
Getting Leads Online-Yes
Getting Leads Online-No
Website Only
Website & Funnel
Funnel Only No Site
No Site -No Funnel
Can handle influx leads-Yes
Can handle influx leads-No
Can handle influx leads-Not Sure
Revenue-Low ($150 or less)
Revenue-Struggling $150k >1M
Revenue-Successful -1M+
1-It's just me
2-4 employees
5-10 employees
11-25 employees
26-50 employees
51-200
Over 200 employees
Position-Founder/Co-Founder
Position-C-Level (Green)
Position-Director/Executive (Green)
Position-Manager/Team Lead (Yellow)
Position-Team Member( Orange)
Position-Intern (Orange)
Position-Contractor/Freelance
Should be Empty:
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