Name
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First Name
Last Name
Email
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Phone
(###)
###
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What is your business all about? What do you do or sell? What do you hope to do or sell?
What would you like to focus our time on? Please be as specific as possible - and note that we’ll get to as much as we can cover in 90 minutes.
How many years have you been in business?
What are some of the key points in your business?
What are your current revenue streams? (Briefly describe your core services/products/programs)
What do you do really well as it relates to your business?
Who is your target market?
What are your top 3-5 projects you have planned for the next 6 months?
What are your immediate priorities? (i.e. if someone was to start working with you RIGHT NOW, what would be the top 1-3 items you would have them work on?)
Have you taken any personality assessments? (Meyers Briggs, Strengths Finders, How to Fascinate, etc.) If so, please indicate your "type".
What would you say is the the single most important thing that sets your business apart from the competition?
How do you currently find new clients/business? (i.e.: Facebook marketing, Content Marketing, Word-of-mouth)
Where do you envision change or growth in your business in the coming five years?
What is your mission? What do you want your business to be? What do you want it to do?
What parts of your business have documented systems or processes?
Please provide a list of links to all of the active social media platforms for your business.
Do you have an active community (like a free FB group)? How often do you engage with your people?
Please list any project management tools that you use for your business.
Do you use calendars for organizing business promotions/events, etc.
Which email marketing platform do you currently use? Are you happy with it?
What other tools do you currently use in your business?
Please list some influencers in your industry that you aspire to be like. (i.e. experts that you follow their business models and strategies to build your business.)
Who do you currently have on your team? What roles do they manage?
What are the top strategies you use to build your business? (I.e. list building, speaking, etc.)
How often do you blog and/or create content?
What platform does your website live on (ie Wordpress, Squarespace). Do you regularly update plugins and keep a backup?
Is there anything you'd like for us to review prior to our session? Any materials? Vision Boards? Notes? If so, please provide links here. If sharing via Google Drop/Dropbox/Etc. share with jeannine@jeubanksvirtualservices.com
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Do you have a Facebook pixel installed on your website?
Yes
No
I don't know
Do you have a Google Analytics code installed on your website?
Yes
No
I don't know
Is there anything else you want us to know about your or your business?
