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United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
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Uruguay
Uzbekistan
Vanuatu
Vatican City
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Vietnam
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Work Phone Number
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Mobile Phone Number
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E-mail
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example@example.com
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Birthday
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Who introduced you / How did you find out about us?
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10
What's your (personal) desired outcome
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Increase overall effectiveness
Improve time manamgement
Become better organized
Enhancing leadership ability
Feel more supported, encouraged, and validated
Greater insight into who you are and your full potential
Create a compelling vision of who you want to become and what you want to accomplish
Eliminate what holds you back mentally and emotionally
Establish S.M.A.R.T and meaningful goals and objectives
Increased accountability: checking up on goals; staying focused on what's important
Create a Business Acceleration Roadmap/ Plan with clear and relevant action steps
Gain clarity around what you really want for yourself
Push through fears to get what you really want
Improve your team's motivation and skill level
Establish better tracking and accountabilty
Increase your revenues (FYC, GDC, Fees, etc.)
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What's Your Industry?
Retail & Consumer
Real Estate
Industrial Manufacturing
Financial Services
Public Sector
Health Services
Hospitality Industry
Tech, Media & Telecommunication
Coach or Consultant
Professional
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Please describe your company
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What are your products and services?
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How do you differ from your competitors?
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How do you gain clients? How do you generate leads?
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Does your business have a clear vision and mission statement?
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NO
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What are your marketing and advertising strategies?
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What are the software or web applications you're using to manage your data, sales, and marketing? Please list them all below.
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How do you support your customers?
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If you have any, what is your process in refund, repair, and warranty services?
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What are the three biggest challenges you currently face and need to achieve a breakthrough?
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Kindly share how did you manage these challenges or how did you fixed it?
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After 6 months, how do you see the condition of your business?
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After 12 months, how do you see the condition of your business?
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What is the Company Current Annual Revenue
0 - 50,000$
50,000$ - 100,000$
100,000$ - 300,000$
300,000$ - 500,000$
500,000$ - 1,000,000$
1,000,000$ - 5,000,000$
5,000,000$ - 10,000,000$
10,000,000$ - 50,000,000$
50,000,000$ - 100,000,000$
100,000,000$ +
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26
What are the three biggest changes you must experience or objectives you must achieve during the next 90 days?
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27
Over the next 3-5 years, what are the three most important changes you must see in your Company?
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What do you think has prevented you or got in the way of you achieving the objectives listed in questions 1-3 above?
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What is the ONE THING you most want to achieve due to our engagement?
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30
How will your life be different as a result of achieving that?
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What is that worth to you? And are you ready to accept it into your experience?
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What would you like us to do if you get behind on your goals?
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How will you know when you are receiving value from our business relationship?
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What major transitions have you had in the past two years?
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e.g., Entering or approaching a new decade; a new relationship; a new job; a new role; a new residence; change in family dynamic.
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Do you consider yourself to be a person of integrity?
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No
Sometimes
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No
Sometimes
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Are you accountable?
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No
Sometimes
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Sometimes
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Is there anything else you want to make sure you get as a result of our engagement that was not listed above?
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How many clients do you currently work with?
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What is the average value of acquiring a new client?
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e.g., average case size if insurance. Amount of AUM if equity. Total payout if combined.
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40
What are your primary target markets?
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List no more than three.
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Do you have niche markets within your targets and what are they?
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Describe your IDEAL client:
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When you think of your IDEAL client, what are the top three problems or challenges they have that they don't want?
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44
What is your Compelling Attraction Marketing Position?
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Why would your ideal clients choose to work with you over your competitors?
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45
What percentage of your clients come from referrals?
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46
Are you comfortable asking for referrals and introductions to qualified prospective clients?
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Please Select
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No
Sometimes
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No
Sometimes
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47
How many appointments do you typically set each week with prospective clients?
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48
How many of those appointments are typically kept?
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Do you have a clear selling process?
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No
Working on it
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Yes
No
Working on it
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50
Do you have a clear client onboarding process?
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Please Select
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No
Working on it
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No
Working on it
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51
Do you have a client retention or nurture campaign?
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No
Working on it
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No
Working on it
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52
Do you have a current business plan?
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No
Working on it
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Working on it
Provide your business plan if you have one.
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53
Who is on your staff and what are their primary roles?
Provide organizational chart if you have one.
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54
How do you currently define "Success?"
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55
Who are the key people in your life and what do thy provide for you?
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56
Looking at the last six months of your life, do you like the direction your life is moving in?
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Please Select
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No
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No
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57
On a scale of 1-10 (10=highest) rate the amount of stress in your life right now.
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58
What are your primary stressors?
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59
List three things that you are tolerating or putting up within your life.
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e.g., information you can't find; lack of direction; clutter; rude friends; poor lighting; outdated equipment;
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What are your three major concerns/fears about life?
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61
What really motivates you?
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62
What are you learning/accepting about yourself at present?
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63
When you are stuck, frustrated, or discouraged, what do you usually do?
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Example: procrastinate, isolate, exercise, meditate, blame others, eat, etc.
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64
What was the biggest challenge or obstacle you overcame as a child?
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65
What has been the biggest professional achievement of your career so far?
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66
What has been the biggest personal accomplishment of your life so far?
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67
What is your favorite book and why?
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68
What is your favorite movie and why?
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69
Do you have a favorite super hero? Who is it and why?
In addition to a mythological or fictitious character, this could also be a real person alive or deceased.
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70
What is your favorite local restaurant and why?
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71
Please provide any additional comments or information you feel would be helpful for us to be aware of:
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72
We only work with a few new Companies per month and per year. If you were to choose, which option are you most interested in
Congratulations on completing this discovery process and completing your consultancy intake form. It will provide us with a great foundation to continue to build your success. Be sure to click the green button below to submit your application.
1-Time 90-minute Consulting Intensive (6,500$)
3-Months weekly based of 1:1 Presence in your Company (25,000$/month)+expenses
I'm SUPER interested, and I'd like to talk out my options
Full Strategic and Training Package 12 weeks Program (150,000$)
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