VAM 2-DAY PREWORK
Business info
Name:
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First Name
Last Name
Email:
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Business Name:
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Guest names and email(s):
Who you serve:
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Core Offer:
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Upsells:
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Country of business:
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Years in business:
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Employee Breakdown
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Ie: 17 employees, 2 owners + 1 VA + 4 sales people + 10 coaches
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BUSINESS METRICS
Trailing 12 Month Revenue:
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Trailing 12 Month Net Profit:
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CAC:
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How You Calculated CAC
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LTGP:
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How You Calculated LTGP
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Business Cash On Hand
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Primary Acquisition Channel
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Marketing Spend Per Month
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How do you currently get your leads?
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List your top 3 products, the price for each one, and how many sales of each you make in a month
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Total Leads Per Month
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Total Calls Per Month (if applicable)
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Total Sales Per Month
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Close Rate ( if applicable )
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Show Rate ( if applicable )
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Churn ( if applicable )
*
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FINAL THOUGHTS
What do you believe is your business constraint and why?
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I think my constraint is:
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Strategy/Offer
Strategy/Operations
Sales
Marketing
People
Customer Success
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