Flip Fractional Client Intake

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What is your first name?* This field is required.
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It's great meeting you, {whatIs}! We're super excited to get to know your business a bit more.
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First thing's first, what's your email?* This field is required.We want to make sure we send you calendar invite + info to the right place
example@example.com
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What's your phone number?* This field is required.We won't use your phone for anything but call reminders!
Please enter a valid phone number.
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What is the name of your business?* This field is required.
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Do you have a webiste?* This field is required.If you do, add it below. If you don't, write N/A
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What industry is your business in?* This field is required.
Please Select
Please Select
Beauty
Interior Design
Home Improvement
Retail/Brick and Mortar
Other
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Tell us more! What industry is your business in?
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Awesome! We love working with {q8_dropdown6} businesses. We've got some GREAT case studies to show you the type of impact we usually have on businesses similar to yours. We'll share those before our call.
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What is your current annual revenue range?* This field is required.We ask so that we can match you with the right service
Please Select
Please Select
Under one million
One million to nine million
Ten million plus
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Which of these services are you most interested in?* This field is required.
Fractional CFO
Fractional COO
Business Consulting
I'm not sure — I'd like your recommendation?
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Awesome. Once you hit seven figures in revenue and your team is expanding, a fractional CFO becomes crucial to your profit potential, so we're super excited to help. A couple more questions, and we'll get you scheduled for a free intro call.
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Awesome. Once you hit 8 figures in revenue and your team is expanding, a fractional CFO becomes crucial to your profit potential, so we're super excited to help. A couple more questions, and we'll get you scheduled for a free intro call.
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Got it, thanks for letting us know!* This field is required.Fractional CFO is usually too much firepower under $1M in revenue. The strategy work needs enough revenue & complexity to act on, so the ROI really shows up once you cross that line. Are you close?
Please Select
Please Select
Yes. I'm almost at that one million
No. I'm not close, but I need financial support.
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Got it! If you're close to that threshold, you should still see amazing results from our CFO work. One last question and we're ready to set you up with a free intro call!
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Got it! We're happy to help with financial support. The engagement may be on advisory + bookkeeping/accounting scope first. We'll recommend the right engagement for you in our free intro call, based on what we believe will bring you the highest ROI on your money on time. One last question, and we're ready to set you up with a free call!
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We'll match you with the right service during our free intro call. A couple more questions and we're ready to set you up with a call!
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How did you hear about us?* This field is required.aka: who should we thank?
Please Select
Please Select
Referral
Web Search
Social Media
Event or Conference
Other
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Great. What is the name of the person who referred you to us?* This field is required.
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Awesome. What channel of social media?* This field is required.
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Which website or search term did you use?
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Which event or conference did you attend?* This field is required.
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Can you tell us more?* This field is required.
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What are the key areas where you're currently seeking support?
Should be Empty: