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Client Discovery

A few questions about your business, what's not working, and where you want to go. Your answers shape our discovery call, so we spend that time on decisions instead of basics. It takes about 15 minutes. Only six questions are required. Not sure about something? Skip it or just say so.

Your business and customers

About you

Your name

Email

Business name

Current website

Leave this blank if you don't have one yet.

What you do

What do you sell?

Products, services, or both. A sentence or two is plenty.

Where do you operate?

Which products or services do you most want to grow?

Not sure? Leave it blank or just say so.

Your customers

Who is your ideal customer?

Think about your best recent customer. What made them a great fit?

How do customers usually find you?

Pick all that apply.

What usually gets in the way of a sale?

Price questions, slow follow-up, not enough trust, the wrong fit...

Which inquiries do you want more of?

And which do you want fewer of?