Estate Planning Survey

1
What is the name of your firm?* This field is required.You can use your firm's name if you don't have a website.
2
What is your websiteYou can use your firm's name if you don't have a website.
3
What is your role?* This field is required.
Owner
Managing Partner
Partner
Principle
Other
4
How many attorneys do you have?* This field is required.
Solo practice
1-3
3-10
+10
5
What type of support staff do you have?* This field is required.
Receptionist
Client services director
Paralegals (in-house / agency)
Marketing (in-house / agency)
Accountant / bookkeeper
C-Suite
Business coach / consultant
Other
6
What types of marketing activities is your firm currently doing?* This field is required.
Blog posts
Email
Website
Social media
Advertising
CRM
Other
7
How are you closing sales?* This field is required.
I'm doing all the sales myself
I'm using a sales agency
My attorneys do their own sales
We have an in-house sales team
Other
8
Do you have any of the following? Check all that apply:* This field is required.
We are laser focused on helping a specific niche
We have tons of powerful video case studies
We use compelling copywriting and video sales letters
We can easily find leads through outbound sales
We maximize profit with upsells, downsells, and cross-sells
We have an automated hiring & training funnel
We have integrated our systems & track everything
9
What types of service lines do you offer?* This field is required.
Estate Planning
Probate
Special Needs / Disabilities
Veterans
Business Law
Transition Planning
Real Estate
Asset Protection
Wealth Management / Off-Shore
Other
10
What is your current monthly revenue?* This field is required.
$0 - $10K
$10K - $25K
$25K - $100K
$100K - $250K
$250K - $1M
+$1M
11
How much time each week do you spend outside the day-to-day grind, actively working on growing your business?* This field is required.
None
1-5 hours
5-10 hours
+10 hours
12
In your own words, what is your top goal in the next 6 or 12 months?* This field is required.
13
What is stopping you, in your own honest opinion, from hitting this goal on your own?* This field is required.
14
How have you tried to solve this in the past? Check all that apply:* This field is required.
DIY Course
Done With You Program
Done For You Program
Business Consultants
Marketing Agencies
Fractional CEO / COO / CMO
Incubator / Accelerator
Other
15
How willing and able are you to invest in solving these problems?* This field is required.
I'm just curious
I want a solution, but I don't have two nickels to rub together
I have a modest budget for the right solution.
I need this solved, whatever the cost, as long as it makes sense.
16
How soon are you looking to get this problem solved?* This field is required.
Yesterday
1-2 weeks
1 month
2-3 months
17
In a quick sentence, what got you motivated to reach out? * This field is required.
18
Where did you first find us?* This field is required.
LinkedIn
Facebook
YouTube
Email
Search Engine
Referral
Other
19
Who referred you?
20
Name* This field is required.
First Name
Last Name
21
Email* This field is required.
example@example.com
22
Phone Number* This field is required.
Please enter a valid phone number.
Should be Empty: