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1
My First Name is…
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(First Name)
(Last Name)
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2
My Primary Email is…
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example@example.com
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3
What is your current annual revenue?
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$2M–$5M
$5M–$10M
$10M–$15M
$15M+
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4
Do you have a team in place that can execute?
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If yes, please describe your team size, roles, and structure.
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5
How are you currently generating leads?
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Include details about your marketing channels (e.g., paid ads, referrals, partnerships, organic) and the monthly advertising spend.
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6
What is your average client/customer lifetime value (CLV)?
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Provide the estimated value of each customer/client over their lifetime with your busines
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7
What systems or processes do you currently have in place to manage your operations?
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Examples: CRM tools, project management software, marketing automation, sales funnels, etc.
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8
What are your primary business goals for the next 12–36 months?
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Share specific growth targets (e.g., revenue milestones, new markets, team expansion).
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9
What do you see as your biggest challenge to scaling your business?
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Be as specific as possible (e.g., lead generation, team management, cash flow, scalability of operations).
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10
Why do you believe working directly with Dan Lok and his team is the right fit for you?
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Describe your commitment, vision, and how this opportunity aligns with your goals.
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11
Are you open to investing a percentage of your revenue growth in exchange for a partnership?
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Yes
No
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12
Have you worked with a mentor or coach before?
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If so, what was your experience?
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