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BFOS AI Team Executive Team™

The purpose of this BFOS AI Executive Team™ is to help you think of your answers in advance of our first discovery call.

Please note: The video of you will be used to create your AI Twin brain, your voice, and your likeness. By checking the box below and submitting this form, you agree to this use.

We encourage you to use these notes during our discovery call, but please try not to read them verbatim, so you sound like your natural self.

SECTION 1: Your Ideal Client

Describe your ideal client.

Who are they?

How old are they?

What do they do for work?

What are they struggling with?

What motivates them?

What do they dream about?

What keeps them awake at night?

Why do they hire someone like you?

SECTION 2: Sales

Walk me through what happens after someone first hears about you

Where do people drop off?

How do you currently follow up?

SECTION 3: Client Experience

Describe the complete client journey (Inquiry, Discovery, Purchase, Onboarding, Coaching, Offboarding, Testimonials, Referrals).

SECTION 4: AI Readiness

Have you used AI before?

Have you used AI before?
A
B

SECTION 5: Business Brain

What are your core beliefs?

What makes your approach different?

What do clients always compliment you on?

What stories do you tell repeatedly?

What phrases do you use often?

What advice do you give almost every client?

If someone shadowed you for a week, what would they learn?

Consent

Consent