Move to Millions Mastermind Retreat Guest Form

Move to Millions Mastermind Retreat Guest Form

Welcome to Incredible Factor University!
We are excited that you are joining us at an upcoming Move to Millions Mastermind Business Building Retreat! As our guest, we want to learn about you and your business so that we can prepare for your participation.

Please set aside 20-30 minutes and complete this detailed and comprehensive intake form as much as possible (enter N/A if you don't have something listed).
Email address*
First Name*
Last Name*
Business Name*
Mastermind Retreat Guest Of*
Retreat You're Attending*

Jan 2023 Cabo San Lucas, MexicoApril 2023 Newark, DEJuly 2023 Southern, CAOctober 2023 Newark, DE
Do you have any dietary restrictions?*
Please list any dietary restrictions
Website*
Facebook Page*
LinkedIn Profile*
YouTube Channel*
Instagram Page*
How long have you been full-time in your business?
Tell me about your family and life vision, and the role your business plays in it.*
Are you doing what you'd do if you had all the money in the world?*
Are you doing what you'd do if you had absolutely no money?*
What are your core values? How do they show up in your business?*
What is your brand key message? If you're not sure, share what you typically communicate in the marketplace. *
How big is your Marketing List/Database? Does it contain your ideal clients?*
Number of Followers on Instagram (put N/A if not on IG)*
Number of Followers on TikTok (put N/A if not on TikTok)*
Number of People in FB Group (put N/A if you don't have your own group)*
Number of Followers on Clubhouse (put N/A if you're not on Clubhouse)*
Number of subscribers on YouTube (put N/A if you're not on YouTube*
Please describe your business as it is right now. Describe your role in the business.*

Please check off what best describes the following areas of your business*

	Steady	Growing	Declining	Don't Know	Can't Find Info
Your Sales
Your Profits
Your Receivables
Your Payables
Customer Count
Your Industry
Your Competition
Your # of Repeat Customers
# of Customer Complaints
Inventory

Gross Business Revenue 2 years ago*

Less than $100,000$100,000 - $249,000$250,000 - $499,000$500,000- $999,000$1,000,000+
Gross Business Revenue last year*

Less than $100,000$100,000 - $249,000$250,000 - $499,000$500,000 - $999,000$1,000,000+
Gross Business Revenue current year to date*

$100,000 - $249,000$250,000 - $499,000$500,000 - $999,000$1,000,000+

Are you clear on your USP (Unique Selling/Value Proposition)? What is it?*
Tell me about your legacy plan. Do you have a plan to exit by selling, pass it down to family or employees? Or will your business end when you decide you no longer desire to run it?*
Do you have Intellectual Property protection for your key frameworks, brand, methodologies etc? *
In joining us at the retreat, what are the challenges you want support around?*

What are your 3 most important priority projects on your agenda for the next 12 months?*

Do you have a signature system that you use to work with your clients? If so, what is it?*
What is your typical customer sales pipeline process?*
What is currently in your sales pipeline? (How much and/or how many prospects)*
What is your sales conversion? (if you talk to 10 prospects, how many will you close?)*

What's your client acquisition cost? (What it costs to get one new client)*
Do you have a company KPI leaderboard? What do you track?*
How often do you hit your sales goals?*

Every once in a whileconsistentlyevery day/monthI don't set a sales goal

When is your monthly profit and loss statement completed in your business?*
How long does it typically take to move a customer/client through your sales cycle?*

What is your monthly income goal? Have you ever achieved this goal?*
What is your monthly burn rate? (How much money you need to break even in your business)*

Do you have a team to help you execute key tasks in your business or are you a solo-preneur?*
Your team includes the following (Please include all FT/PT employees, contractors, vendors, etc)*

Please elaborate on your two biggest challenges:*
Who or what motivates you?*
A final few facts about yourself*

I am an innovative and wide-ranging thinkerI am open to new ideas and ways of doing things to help my businessI can accept honest criticismI can make quick decisions and am usually correctOther
Any other comments, ideas or thoughts that have been left unexplored:*
Should be Empty:

	Strong	Adequate	Weak	Very Weak
General Operations
Financial Management
Legal Management
Talent Management
Client Management
Marketing Management
Sales Management