Client Flow Systems Application

1

Name

First Name

Last Name

2

Email

example@example.com

3

Which best describes your current business?

I have a clear offer and have made 3–5+ sales

I have consistent sales but want more predictability

I’m refining my offer and still testing

I don’t have a clear offer yet

4

Do you currently have a paid offer?

Yes — clearly defined and selling

I don’t have a clear offer yet

Yes — but it needs refinement

5

What is your current monthly revenue?

$0–$1K

$1K–$3K

$3K–$10K

$10K+

6

What is your biggest challenge right now?(Select up to 2)

Inconsistent leads

Messaging isn’t converting

Low visibility / not reaching the right people

Relying on referrals only

Posting but not getting clients

No clear system

7

Which statement feels most accurate?

People engage with my content, but don’t buy

I struggle to clearly communicate what I do

I feel like I’m doing everything right… but nothing is moving

I’m not consistently showing up

8

Where do most of your current clients come from?

Referrals / word of mouth

DMs / outbound

Inconsistent / unsure

Social Media

9

Why are you looking for support right now?

I’m tired of inconsistency

I’ve hit a plateau

I want to scale more intentionally

I’m exploring options

10

If accepted, how ready are you to implement immediately?

Ready now — I will execute

Mostly ready — need some clarity

Not sure yet

11

This is a $4,998 investment. Are you prepared to move forward if it’s a fit?

Yes — I’m prepared to invest

Possibly — depends on fit

No

12

Are you the sole decision-maker in your business?

Yes

No (I need to consult someone)

13

What’s not working in your business right now?