Please fill this out prior to our strategy session.

By taking the time to thoughtfully fill out the answers to these questions, we'll be able to make the most efficient use of our time together.

Whether we decide to work together or not, I'm committed to using this time to create value for you and your business, and your answers will help us to do just that.

* Your responses are confidential and will not be shared with third parties.

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* 1. Full Name

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* 2. Company Name

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* 3. Phone Number (or Skype handle, if outside the US)

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* 4. Email Address

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* 5. Website URL

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* 6. I only work with mission-driven businesses that are highly motivated to make a positive impact on the world. What’s your company’s mission?

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* 8. What’s your current annual revenue?

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* 9. What are your revenue goals? (Please specify goals for each product, program, or service you offer).

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* 10. How many clients are you currently serving? (Please specify by product, program, and services you offer).

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* 11. How many new clients would you like to bring into your business?

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* 12. What’s the lifetime value of a client for you? (Or annual value, if you don’t currently know your LTV).

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* 13. How are you currently marketing your business? (Please include any links or information that might be helpful.)

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* 14. Where could you use the most support with your marketing?

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* 15. What takeaway would you love to create during this strategy session?

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* 16. Anything else I should know to better serve you?

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* 17. One final question:  Are you ready to kick ass and make more of an impact with your business? Tell me about it.

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