I look forward to building a meaningful relationship with you and your business as well as appreciate the opportunity to offer you the best client experience available.

The purpose of these questions is to get to know YOU and your business at a much deeper level and to get an idea of what your interests are in a shorter amount of time. Please answer each question to the best of your ability and as detailed as possible—remember, I am are trying to get to know YOU and this is also for you to get the most out of this experience!

Before proceeding to the next steps, I want to tell you that brand strategy, social media, marketing, and content creation will require consistency, patience, and a growth mindset. I also want to ask you a question: how committed can you be to me, you, and your business? *

I am ALL IN, COMMITTED, and I TRUST YOU

I am open to possibilities but would like 90% of the say

I can't fully commit at this time

First Name *

Last Name *

Email *

Phone *

D.O.B *

Do you have a business partner, if so, please provide same information save as above.

Business Name

Business EIN Number

Website

Address

City

State

Country

Postal code

Insert ALL social media profile link(s) including Business Website links.

Monthly Revenue

What is your HIGHEST ticket offering?

What is your LOWEST ticket offering?

Is your business a service-based, product-based or both?

Service-based (you sell no products, just provide a service)

Product-based (you sell only products that you either sell one off or have to ship)

Both (you sell both things)

I’m not sure

Please describe in detail your ideal client/target audience.

What is your business's mission statement? (ex. "To be earths most customer-centric company, where customers can find and discover anything they might want to buy online, and endeavors to offer its customers the lowest possible prices." - Amazon)

In a few sentences, please tell me your favorite elements of your business.

In a few sentences, what about your day-to-day in business do you dislike doing?

What motivated you to start your business?

Where do you see yourself in 6-9 months?

What are the main differences between you and your competitors?

What is your or will be your approach in generating leads/customers?

Are there any specific skills you're interested in learning to enhance your business?

What do you hope your business looks like at the end of our session?

Have you worked with a coach/consultant/content creator before?

Are you comfortable behind the camera?

Do you consider yourself "social media savvy"?

What is the most difficult part of creating content for you?

I don't know where to start

I don't feel confident

ALL OF THE ABOVE

What is your monthly budget for content creation and strategy?

$500-$1000

$1000-$2000

$2000 +

What is your budget for actual design aka bringing your brand to life with logo(s), color palettes, packaging design (the pretty stuff)?

$1000-$2000

$2000-$3000

$4000-$5000

$5000+

Finally, how are YOU this season? How are you feeling about your business, ideas, and goals?

Submit Your Business Plan

CRM + Website Development & Design Questions

Special Instructions For Website

Any current Lead Management Software?

Yes

No, but we use spreadsheets

Do you currently send automated email/text messages to no-shows encouraging them to re-schedule?

Yes

Do you have any lead workflows/systems?

Yes

Are you currently generating a steady flow of new leads each month?

Yes

If yes, approximately how many new leads do you generate each month?

Do you currently offer a way for new leads to book a call/appointment with you online?

Yes

Do you currently send emails/text appointment reminders?

Yes

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?

Yes

Do you have a way of knowing your staff is calling new leads within five minutes?

Yes

Do you currently have the ability to listen to recordings of conversations between new leads and your staff?

Yes

Are you interested in implementing any number of the things you responded 'No' to for your business?

Yes

What is the vision statement of your business?

Please provide your company's values

Please provide a list of services your business offers

Please provide a brief description of your business to use as a welcome message

Please provide any credentials the business and/or owners hold

Please provide a list of clients along with their website links

Please provide all social media profiles you would like featured on the website

Please upload labeled team member photos

Please upload any other photos you would like to be on the website

**All SESSIONS ARE RECORDED** for client planning and training purposes.

Yes, thank you for letting me know.

No, don't record my session.

Thank you for letting me know + send me a copy.

Choose Your Structuring Program:

Structure Me, Coach! $4000

The "Structure Me, Coach!" program is a 10-week structuring coaching program designed for business owners. It aims to dissect their entire business and use all elements of brand strategy (includes: brand purpose, target audience, brand positioning, brand promise, brand voice & personality, brand values, brand identity, brand experience), as well as establishing tested marketing strategies with the overall experience of refining operations, improved efficiency, increase productivity and profit.

$4000

Structure Me, Coach! + Website $5000

In addition to the "Structure Me, Coach!" program, receive a professionally developed and designed 3 page website, managed by TGS Marketing.

Website includes...

WHAT'S INCLUDED?
- Web Chat
- Deal Pipeline
- On-page SEO
- Unlimited Blogs
- Email Marketing
- "Contact Us" Form
- (1) Customized Form
- Missed Call Text Back
- Basic Calendar & Scheduling
- Payments, E-Sign & Invoicing
- SMS & Email Automations
- Pay As You Go SMS Texting & Call Minutes**
- (3) Workflows (examples below...)
  - Appt. Reminder workflow
  - Offer/Sale workflow
  - Review/Testimonial workflow
- iOS & Android Mobile & Desktop App

*Making Calls: Charge $0.014/min; Receiving Calls: $0.0085/min; Text Messages: $0.0079/segment

$5000 + $97/mo

$5000

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.