Marketing and Business Activities
Name
First Name
Last Name
Your 90 day and 12 month goals - what you want, why and how you think you'll achieve it
How do you learn best? How do you like to receive information?
What does fully supported mean to you?
Current team breakdown and allocation of tasks
A full list of everything being done in your business by you right now.
List of all your current products and pricing
List of the products and pricing of what you have planned to create (if anything)
Income breakdown for the last 90 days - what did you sell and how
What marketing and sales activities have you done in the last 90 days. (emails, ads, offers, funnels, etc) What worked. What didn't. Why?
How do you want your clients to find out about you?
Links to your landing pages or website.
Average open rate and click through rate for your emails for the last 1-2 months
Your conversion rate on your landing page, if you have it.
Email list size and the number of subscribers who have not been active in 90 days
Current follow up process
Outreach strategy and how you track potential leads
Current process of moving followers to becoming paid clients
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