Social Powered Sales Client Intake
Please fill this out to the best of your ability. I you do not have an answer put NA.
First Name
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Last Name
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Email
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example@example.com
What is your business name?
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Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Instagram Handle
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Birthday
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-
Month
-
Day
Year
Date
Mailing Address
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What is your shirt size?
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Please Select
Small
Medium
Large
x Large
Please provide me with your current financial data.
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Link any trackers you've used from previous programs, revenue tracker, P&L, etc.
What is your payroll break down (if you have staff)?
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Break down your average monthly payment plan for each staff member. If you have assistant coaches, break down their pay structure.
Please list any marketing data you have:
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(Total email list, opt ins to freebies, etc)
Please list content performance metrics:
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Analytics on IG over last 30 days (you can just list it out)
Please drop your current sales tracker with calls booked, calls taken, close rate, average collected, average contracted.
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If you don't have a tracker, please just list this info
Please link any data & reporting from fulfillment (retention, client tracking, etc):
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If you don't have this, please just list retention data.
What is your offer? What is the price of it?
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What is your vision/goals for your biz? Why this is important to you? Where do you want to take your business?
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What you feel is holding you back the most as business owner?
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What you feel is holding you back the most as an individual?
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Lets lift the hood on your personal life. Is there anything in your life, environment, etc that doesn't align with your goals?
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Lets look at your mindset: What thoughts, feelings, beliefs are you carrying right now that are not serving you?
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Where do you feel you’re doing a great job and where you feel you’re doing a poor job?
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What are your biggest fears about the business and as individuals in how you relate to the business?
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What things are important for you outside of business?
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What does your ideal day look like if everything was dialed in and you weren’t working 16 hour days?
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Where do you get in your own way?
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What are you most excited about?
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Did someone refer you to the program? If Yes, please provide their first and last name.
Submit
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