SBA DS - Discovery Session - General Please answer the questions so we can support you in getting to your next level! "*" indicates required fields Step 1 of 8 12% Personal InformationName* 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 No 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 No 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 No If you want to lose weight, how much? Do you get at least 30 minutes of exercise each day?* Yes No Do you typically have insomnia?* Yes No 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 No 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 No 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 No Are you coachable (meaning you will make the behavorial changes to achieve your desired result)?* Yes No 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?*Thank you for completing The Strategic Business Assessment, you will receive an email regarding your next step. Δ
