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Onboarding

📒 Basics

Name

Company Name

Website

Email

Time Zone

🏢 Business Fundamentals

What's your offer, and what's the price point?

What outcome do you promise, and in what timeframe?

What does the client actually get? (Deliverables, calls, access, etc.)

👤 Your Client

Who is your ideal client?

What are the 3 biggest pain points your clients have before working with you?

What have they already tried that hasn't worked?

What are the 3 biggest results/transformations clients get?

What makes you different from alternatives?

👤 Your Client

Where do leads come from right now?

What does your current booking flow look like?

What's your average monthly booked call volume?

What are the objections you face? (List every one you can think of - from the most common ones to extremely granular)

🛠 Tech Stack Access

Grant 'Admin' access to your: Webflow, Framer, and/or GHL

Grant 'Admin' access to your: Webflow, Framer, and/or GHL

Calendar booking link

Payment/checkout link(s)

Domain you want the landing page on

✍️ Brand & Creative Guidelines

How does your brand speak, what is that you want your landing pages, emails, VSL script, etc. to evoke?

Copywriting do's and don'ts (Any specific words, tone, you want or don't want?)

Design do's and don'ts

Please provide landing page examples you like

Link to brand assets