SS-Strategy-DS (SBA with Discovery Session).

Step 1 of 8

12%

Personal Information

Name*

First Last

Telephone*

Email Address*

Current Personal Status

Single

Married

Significant Other

Widowed

Divorced

Describe Your Plan (include all phases)*

Which elements does your plan include (Foundation-inner game and mindset; Strategy-your plan and what you will do; Execution-your step-by-step daily action, so you know exactly what to do)?*

Describe when you are at your best*

How long have you been in business?*

Share your top 3 Business Objectives (what you want to achieve)*

Share your top 1-3 Personal Objectives*

Share your two biggest Business Challenges*

Share your two biggest Personal Challenges

How much money did you earn last year (gross revenue in dollars)?*

How much money did you net last year (net income in dollars)?*

How much money are you committed to earn next year (in dollars)?*

How much money do you ultimately want to earn (in dollars)?*

Do you have your goals in writing?*

Yes

If you have your goals in writing, please share your exact income goal for the next year.

What do you do for fun?

What are your biggest barriers that are keeping you from achieving your desired results (money, time, resources, not knowing what to do)?*

Are you committed to do the work and will you change the behaviors to achieve your desired result?*

Yes

On average, how many hours of sleep do you get each evening?*

What do you typically do one hour before you go to bed? I.E. watch TV, read, check email, pray, meditate (list all activities)*

On average, how many ounces of water do you drink each day (one cup = 8 ounces)?*

Do you weigh your ideal weight?*

Yes

If you want to lose weight, how much?

Do you get at least 30 minutes of exercise each day?*

Yes

Do you typically have insomnia?*

Yes

If you drink coffee, how many cups do you drink each day?

Describe your Ideal Client*

Do you have at least 100 ideal prospects in your funnel?*

Yes

What lead generation strategies do you currently use?*

How many referrals do you get each month?*

Are 75% of the referrals you receive qualified?*

Yes

What do you say when asked, "What do you do?"*

On average, how many total hours do you work each day?*

How many hours do you spend each day on critical activities that only can complete (you could hire someone to complete)?*

Which best describes you the majority of the time?*

The need to be right (to win, regardless of the cost)

The need to be in relationship (to get along)

What are your life/business goals for the next year (check all that apply)?*

More Qualified Leads

To Create a Business Plan

Better Systems and Operations

Better Work Life Balance

More Passive or Residual Income

What is getting in your way (check all that apply)?*

Lack of vision

Challenge focusing

Lack of strategy

I need more time

What else getting in your way (check all that apply)?*

Lack of financial resources

I don’t know what to do

I need better clients

I need a plan

Are you ready to do the work, you need to do, to achieve your desired goals?*

Yes

Are you coachable (meaning you will make the behavorial changes to achieve your desired result)?*

Yes

How much money do you have to invest in the success of your business each month (including marketing)?*

Why should you qualify for a strategy session? Please include why we would want to provide you the resources and support to help you grow your business?*

What’s your timeline for creating a plan and taking action so you can get your desired results?*

As soon as possible

In 2-3 months

In 3-6 months

Once I have more money

How much money do you have to invest in the success of your business each month (including marketing)?*

I am struggling to make ends meet

$100 - $150

$500

$1000 or more

Which resources are you most interested in (choose all that apply)?*

Marketing Resources

Selling & Scripting Resources

Marketing to Affluent Women or Couples

Whatever will support me in getting the results I desire (I need your help)

Other

Is there anything else we should know about you and your business?*

SBA DS - Discovery Session - General

Personal Information

Thank you for completing The Strategic Business Assessment, you will receive an email regarding your next step.