Onboarding Questions

Big Picture

* = Required
1. What is your primary business goal for the next 6 to 12 months?
2. What is your brand/business/offer? *
3. What is the brand position and promise? *
4. List any competitors in your industry. *
Financials

* = Required
1. List ALL your current offers. *
2. Which of your products or offers are bringing in money? *
3. What is your monthly financial goal?
4. How much do you bring in each month?
Online Presence

* = Required
1. List links to your websites and funnels. *
2. List links to any sales pages you have for your offers.
3. List links to any free offers you currently have.
Demographics

* = Required
1. Average age of your clients.
2. Are your clients primarily women or men?
Funnels
1. Do you have any existing sales funnels in place? If yes, please list them.
2. Have you ever launched a product before? If so, how did it go?
Your Client's Perspective (Old Paradigm)