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Help Me, Help You

Thanks for taking a few minutes to share some background. This helps me prepare for our conversation so we can make the most of our time together. Everything you share is completely confidential.

Contact Info

First Name

Last Name

Best Email Address

Best Phone Number

Company website and social media handles

Business Overview

Tell me about your business. What do you do and who do you serve?

Monthly revenue range

How do your customers currently find you?

What's the size of your podcast today? (Downloads or listeners) And how does it get distributed amongst channels (YT, Spotify/Apple, Newsletter)?

From your traffic/podcast audience, how many qualified leads do you get on average per month? (Qualified leds are those who will really schedule a call and/or ask for a proposal)

From the leads, how many do you close? (Your conversion rate from call scheduled to paying clients)

What's your client's average ticket value? (Monthly, per engagement, whatever makes the most sense)

How long is the cycle between your first call with a prospect and a closed client?

Where do you think is the bottleneck today? (Volume of traffic at your Top of funnel? Conversion? Retention? Something else?)

What's the average customer lifetime value?

Do you have conversion tracking set up?

Do you have conversion tracking set up?
A
B
C
D

What is your approximate cost to acquire a new customer?

Working together

How will you judge our work together as a success?

How did you hear about me?