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1
Email
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example@example.com
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2
Name
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First Name
Last Name
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3
Company Name
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4
Company Website
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5
Please describe your business (What service you offer, who do you do this for, what industry are you currently serving, any specific locations, employee headcount)
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6
Who do you help? What result can you get for them? Is there a specific timeframe? How do you get these results? Please answer each of these questions in fine detail.
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7
Who is your target market? Please describe your ideal customer profile (ICP) with as much detail as possible, so we can tailor our messaging for optimal results. If there's a specific location that your customers are then include that in your response.
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8
PLEASE CONFIRM: Did you provide as much information as you could think of to the Target Market questions? (Y/N)
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9
What EXACTLY do you sell to your Target Market? Explain it in VERY fine detail. Please tell us EVERYTHING in your own commentary. As many details as possible, please.
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10
If you were prospecting for new customers, are there any questions you can think of that your customers would likely respond to? Think about a scenario where you were cold calling a prospect. What questions would you ask them?
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11
What are some PROBLEMS your ideal customers have that you can solve for them? In other words, please share 3-5 pain points your clients are known to have.
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12
How do you currently acquire most of your customers?
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13
What is your most recent CASE STUDY and what positive results did you achieve? Please provide us with as many case studies as you have. Structured examples below.
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14
Do you offer any sort of GUARANTEE to your clients? If so, what is it?
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15
Do you offer any sort of new customer special?
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16
What's your process from the second you sign a client - walk me through that so we can clearly understand your business value to your clients from their POV. (i.e. Free audit of current strategy/process)
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17
What makes you UNIQUE and different from your competitors? List any cool quirks about your business that others may not have.
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18
If you could get one thing out of your working relationship with The Yin Yang Group to make it a smashing success for you, what would that be exactly?
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19
What is the best email to send your Client Portal invite to? (add as many team members as you need)
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