Pre-Onboarding Call Steps

To make the process faster, please complete the steps below before your onboarding call.

STEP 1

Intake

Form

STEP 2

Onboarding
Step2

STEP 3

Onboarding
Step3

STEP 4

Onboarding
Step4

Step 1:

Watch the Video Overview Below

Step 2:

Fill Out the Intake Form Below 👇

Section 1 of 5: Business Snapshot

Company Name *

Company Website (put "na" if none) *

Who's your ideal customer? *

What type of business are you & what's your biz model? *

What are your offers, offer stacks & price points for your business?

What's your guarantee? (put "na" if none) *

What's your current monthly revenue? *

Do you currently have a team? If yes, who’s on it and what are their roles?

Section 2 of 5: Goals & Vision

What's your #1 goal for the next 90 days? *

What does success look like after completing this program? *

What's your target monthly revenue? *

If I could wave a magic wand and fix one thing in your business, what would it be? *

Question 3 of 5: Systems & Process

How are you currently generating leads or sales? (Be specific) *

Section 4 of 5: Bottlenecks

What are the top 2–3 challenges keeping you stuck right now? *

Where do you spend most of your time day-to-day? *

Is there anything you're avoiding or procrastinating on in your business? *

Section 5 of 5: Mindset & Readiness

On a scale of 1–10, how committed are you to making big changes in your business right now? Why that number? *

What do you need from me as a coach to make this worth 10x your investment? *

How do you prefer to receive feedback? (Blunt, tactical, collaborative, etc.) *

Anything else I should know about you or your business before we kick off? *

Please Confirm Your Info:

Full Name *

Email *

Phone *

Your Timezone *