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Member Onboarding
New member, who dis?
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Preferred Email
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We'll send the calendar invite to this email, so ideally it's associated with a calendar you check.
Which membership option did you sign up for?
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A
In-Person Membership
B
Online Membership
What's your biggest struggle with marketing right now?
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Choose up to two:
I don't have a consistent way to bring in new leads
I start marketing pushes and abandon them a few weeks in
I don't know which channels are actually working
My messaging doesn't clearly explain what makes us different
I don't have time to execute the marketing plan I already have
I'm too reliant on referrals and want other options
I don't have anyone else who can carry marketing besides me
Something else
What about finance? Where does it hurt most?
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Choose up to two:
I don't have a regular process for reviewing my numbers, so things catch me off guard
I'm not sure my pricing is actually profitable
Cash flow is unpredictable — profitable on paper, but not in the bank
I don't have a budget or forecast I actually trust
I'm not sure how much I should be paying myself
I don't know when it's the right time to hire or invest
I'm not sure how to translate my financial reports into next steps
Something else
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