Social Media Marketing Client Intake Form

Funnel Strategy Assessment Form

To better assist you and your business, please fully complete the form. If you have any questions, feel free to email thrivewithkae@gmail.com
Business Name*
Full Name*
Country*
Client Email*
example@example.com
Social Media Links / Business Website*
What is your business about?*
What type of coaching or online courses do you offer?*
Who is your target audience? Do you have a customer avatar or persona defined?*
How long have you been in business?*
What problems do your services or offerings solve?*
What sets your services or offerings apart from others in the market?*
Do you currently have a sales funnel or any automated systems in place?*
What is your primary source of traffic? (e.g., organic, paid ads, referrals, social media)*
What has been your biggest challenge in generating leads or sales?*
What's your main objective?*

Generate LeadsSell Your OffersQualify Your Leads
Have you ever used sales funnels before?*
What type of funnels are you currently using, or are you interested in? (Sales Funnel, Lead Generation Funnel, Membership Funnel, Webinar Funnel, etc.)*
What tools are you currently using to manage your funnels? (e.g., ClickFunnels, Kartra, GoHighLevel, other)*
On average, what is your current conversion rate for leads to clients?*
What specific goals would you like to achieve with your funnels in the next 3–6 months? (e.g., Increase sales by X%, Improve lead quality, Automate processes)*
What is your estimated budget for funnel creation to achieve that goal?*
Are you open to ongoing collaboration for funnel optimization and support?*
How do you currently nurture and follow up with leads?*
Do you have a website?*

YesNo
Do you have an existing email list? If yes, how many subscribers?*
Are you comfortable with using or learning new tools to manage your funnels and automation?*

YesNo
Do you have any testimonials or case studies from your clients?*
What is your budget for funnel creation and optimization?*
What is your preferred timeline for launching the funnels?*
Is there anything else you'd like us to know or any additional challenges you're facing?*
What are your expectations from my services?*
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Funnel Strategy Assessment Form