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Please take a few minutes to pull together these details. This information makes our conversations much more productive and it just takes a few minutes to complete.
Everything you share is completely confidential
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First Name
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Last Name
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Best Email Address
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Best Cell Number
Share your website and any social media handles.
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How many clients do you currently have? What is the max # of clients you handle currently?
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What is your monthly revenue range?
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What is your primary and secondary channels for leads?
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Outline your current services and/or offerings.
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What tools do you currently use internally and externally?
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How do you work with or interact with clients now?
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What kind of key partners, contractors, or external vendors do you use to run your business?
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What is the BIGGEST challenge you have currently?
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It's a year from now. What would ideally look different in your business?
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How will you judge working together as a success?
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How did you find me? Email, Twitter, LinkedIn, etc.
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