02 — Your Business
Show me your world before we begin.
Website URL
Your main site — wherever you live online.
Social media platforms & links
Instagram, LinkedIn, TikTok, YouTube — wherever you show up. Include handles or links.
How does a cold prospect first encounter you?*
Content, ads, referrals, outreach? Share links to ads, landing pages, lead magnets — whatever is their first touchpoint into your world.
03 — The Client Journey
Walk me through your process, A to Z.
From cold prospect to paying client — what does that journey look like?*
Every step. First contact, what happens next, how they get to a call, what the call looks like, how you close. Where does it stall or break?
04 — Your Ideal Client
Who actually buys from you?
Out of every 10 sales — what is the most common archetype you sell to?*
Think about the person who says yes most often. What do they look like, what do they do, what's their situation?
List up to 4 buyer archetypes — who are the different types of people that buy from you?
Think about the range. Label each archetype and describe them briefly.
05 — Your Sales Team
Who's doing the selling?
Are you selling solo or do you have a sales team?*
Solo operator, small team, or a full sales department — describe who does what.
06 — Your Sales Process
Walk me through how you actually sell.
Walk me through your sales process and conversion — how does a conversation move from opener to close?*
The structure (or lack of one), what you say, where it typically breaks down, what the close looks like.
What does the sales conversation actually feel like for you right now?
Confident? Reactive? Scripted? Anxious? Be honest — this shapes everything we build together.
07 — Your Offer & Positioning
What are you selling and at what price point?
List your active offers and pricing.*
Every offer — what's included, price point, how it's sold. Be specific.
Where are your leads coming from right now?
Platforms, referrals, outreach, ads — split it out as best you can.
08 — The Real Gap
Here's where I need you to be ruthlessly honest.
What's your biggest block on the call right now?*
Objections, price confidence, knowing when to close, handling "I need to think about it"? Go specific — not just "confidence."
What have you already tried to fix it — and why didn't it work?
Programs, coaches, scripts, internal training. Be honest about what moved the needle and what didn't.
You've invested in this. You have a vision — what does the perfect sales department look like, and how does it operate?*
Describe the ideal state. Team structure, process, numbers, energy — the full picture of where you're going.
Anything else I should know before we begin?
Context, constraints, team dynamics, timing — anything that shapes how we work together.
09 — Your Revenue Picture
Let's get into your actual numbers.
What does your current revenue look like?*
Give me real numbers — monthly average, your best month, your worst. MRR, project-based, retainer — however your business runs.
Your answers are private and used solely to prepare your sessions. Be specific — the more precise you are, the faster we move.
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