Your Business Vision Check-In

1

Youtube

2

Name* This field is required.

First Name

Last Name

3

Email* This field is required.

example@example.com

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Phone Number* This field is required.

Area Code

Phone Number

5

What best describes your current work situation?

I’m still in my 9–5, but I’m thinking about starting something of my own.

I’ve already started a side hustle, but it’s not consistent yet.

I’ve launched my business and want to grow it.

I’ve quit my job and I’m all in — but I need strategy and structure.

6

What inspired you to want to start or grow your own business?

I’m burned out and want more freedom

I feel undervalued and want to build something of my own.

I want financial independence and options.

I want to turn my skills into something that matters.

7

How often do you find yourself feeling stuck or second-guessing your next step?

Rarely — I trust my instincts

Occasionally — I overthink before taking action

Frequently — I get stuck in decision fatigue

Constantly — I feel paralyzed by uncertainty

8

What do you feel like you need the most support with right now?

Getting more clients or customers

Getting clear on my offers or direction

Staying consistent and organized

Marketing my business with confidence

9

How confident are you in explaining what your business does?

Very confident — my message is clear

Somewhat confident — I stumble over my elevator pitch

Not confident — I’m still figuring out my messaging

I don’t have a business yet

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How do you currently attract clients or customers?

Mostly referrals and word of mouth

Through social media content

Paid ads or collaborations

I don’t have a steady system yet

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How would you describe your business operations right now?

Organized — I have clear systems and tools

Manageable — I keep up but it feels chaotic sometimes

Reactive — I’m constantly catching up

Nonexistent — I’m building structure from scratch

12

How confident are you in managing your personal and business finances right now?

Very confident — I have a solid handle on budgeting, saving, and tracking.

Somewhat confident — I manage okay, but I could be more organized.

Not confident — I feel overwhelmed or avoid looking at my finances.

I have no system — money in, money out, and I just hope it balances.

13

What is your next financial goal for your business?

Replacing part of my 9–5 income ($1K–$3K/month)

Hitting consistent $5K months

Reaching $10K+ months and scaling operations

Paying myself consistently from my business

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What’s your ultimate goal for your business or career transition in the next 1–12 months?

Replacing my paycheck so I can quit confidently

Growing consistent revenue

Launching or relaunching my business with a clear plan

Streamlining tasks and building a solid foundation