Business Clarity Session Intake Form

Business Clarity Session Intake Form
Business Contact Information
Full Name

First NameLast Name
Business Name
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Website Address
Facebook Business Page
Instagram Business Page
Industry
Business Profile
How long have you been in business?
Number of Employees
Which best describes your business today?
How would you rate your current business performance?
(1 = Poor, 10 = Excellent)
What are your biggest business challenges?

Other
Business Challenges and Financial Health
What keeps you awake at night regarding your business?
What is your biggest frustration as a business owner?
Approximately how much revenue does your business generate annually?
Are you consistently profitable?
Do you currently have cash flow challenges?
What is your biggest financial challenge?
Do you know your monthly business expenses?
Do you have a business budget?
Marketing and Operations
How do most customers find you?

Other
Do you have a marketing plan?
Do you have a consistent social media presence?
What marketing efforts are currently working?
What marketing efforts are not working?
Do you have written Standard Operating Procedures (SOPs)?
Do you have systems that can operate without you?
If you were unavailable for 30 days, could your business continue operating?
What operational challenges do you currently face?
Goals and Session Outcomes
What are your top 3 business goals over the next 12 months?
Where do you want your business to be in 3 years?
What do you believe is preventing you from reaching your goals?
If we were meeting again one year from today, what would have to happen for you to consider this year a success?
What would make this Business Clarity Session a success for you?
Is there anything specific you would like Wanakee to review before the session?
Documents, Motivation, and Payment
Upload Documents for Review

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Why did you choose to work with Wanakee Miller?
Investment: $297

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Appointment
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Business Clarity Session Intake Form

Business Contact Information

Business Profile

Business Challenges and Financial Health

Marketing and Operations

Goals and Session Outcomes

Documents, Motivation, and Payment