Hey there, welcome!
Your first step towards working together is responding to these questions below.
• This takes 15-20 minutes. Block the time, give focused answers.
• Be specific and honest. The better your answers, the better your strategy.
• Skip what doesn't apply. Not every question fits every business.
What I'm figuring out with these questions:
• Your transformation story (what actually changes for clients)
• Your ideal client's emotional journey
• Where fragmentation is hurting you
• What didn't work in the past (and why)
• What success looks like
Your Expertise & Transformation
What's your primary area of expertise?
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Be specific: 'Executive coach for tech leaders' not just 'coach'
Describe your last 2-3 client transformations—what actually changed for them?
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Not what you taught—what shifted in their results, confidence, or situation. Real examples.
What makes your approach different from other coaches/consultants/experts in your space?
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Who is your ideal client? (Be specific)
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Description: Role, business stage, demographics. Who do you do your BEST work with and/or enjoy working with the MOST?
What problem or desire brings them to you?
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What's keeping them up at night? What do they want to achieve?
What makes them hesitate before working with you?
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Common objections, concerns, or questions they ask
How do they feel BEFORE working with you vs. AFTER?
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I'm interested in the emotional transformation, not just practical outcomes
Current Marketing Reality
What marketing channels do you currently use?
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What marketing channels do you currently use?
Which channel (if any) is actually generating conversations or leads?
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It's okay if the answer is 'none consistently'
Walk me through what happens when someone discovers you—how do they become a client?
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They find you on [channel] → then what? List all the steps that leads them to becoming your client.
What marketing assets do you currently have?
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What marketing assets do you currently have?
Which of your marketing pieces feel disconnected or don't work together?
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Example: 'My website messaging doesn't match my LinkedIn' or 'My lead magnet doesn't lead to my offer'
What marketing tactics or approaches have you rejected because they felt manipulative or inauthentic?
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It's important to understand what you're comfortable using in your marketing.
What's been your biggest frustration with marketing so far?
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Think about past attempts, courses, specialists. What pattern keeps showing up?
What do you currently offer and at what price points?
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Main offers: 1:1, groups, packages, etc. Include price points.
If you could only work with ONE type of client for the next year, who would it be?
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Your absolute favorite—be specific about what makes them ideal.
What are your revenue goals for the next 6-12 months?
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Be specific. What would make you feel like you're winning?
Beyond revenue, what does success look like for you? How does it feel?
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How you want to feel about your marketing, types of clients, what 'figured out' looks like
What would need to happen in the next 90 days for you to feel like this investment was worth it?
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How much time per week can you realistically dedicate to implementing marketing?
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How much time per week can you realistically dedicate to implementing marketing?
Do you have team support for marketing?
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Do you have team support for marketing?
If you have a team, who helps and how? What are their roles?
Anything else about your business, situation, or goals I should know?
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What are you most excited about in working together?
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Any concerns or questions before our strategy session?
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