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Is your audience aware of the service(s) or products you offer?

What do you think is the main reason people don’t fully understand your value?

Brand Positioning
Financial Planning
Client Acquisition

What specifically do you believe needs improvement?

website traffic
social media engagement
content quality
Advertising
Branding
Marketing

How long have you been in business?

Less than 1 year
1-3 years
4-7 years
More than 7 years

Understanding Your Clients

What is the biggest challenge you face when trying to reach or connect with your ideal clients?

What is the biggest obstacle you face in helping clients reach their outcomes?

Are there any common objections from clients regarding pricing or value perception?

Your Marketing Strategy

What do you think is preventing your website from converting visitors into clients?

What is stopping you from maintaining that consistency?

What marketing assets do you currently have in place? (Check all that apply)

Website
Blog
Social Media Accounts
Email Newsletter
Lead Magnet
SEO Strategy
Paid Ads (Google, Facebook, etc.)
Other (please specify)

Which marketing tactics have worked best for you so far?

Email Newsletter
Word of mouth/referrals
Content marketing (blogs, newsletters)
SEO and organic traffic
Email campaigns

Business Scorecard

What are your biggest frustrations when trying to get people to find you online?

What are your top three marketing goals for the next 12 months? (Select all that apply)

Increase website traffic
Grow social media following
Get more email subscribers
Increase paid clients
Improve client retention
Build brand authority and visibility

Your Online Presence

What is your biggest fear about how your online presence may be affecting your business?

Which of the following do you believe are underperforming in your online presence?

Website design
Website functionality (e.g., ease of use, loading speed)
SEO and search engine ranking
Social media engagement
Consistency of brand messaging

Engaging Your Prospects

What is your biggest challenge in finding people who need your services?

Do you have any referral or loyalty programs in place to encourage existing clients to refer others?

Yes, I have a referral program
No, but I’d like to create one
No, I don’t think it’s necessary

Enrolling Your Ideal Clients

What are the qualities of your ideal client?

What is your current client conversion rate? (the percentage of leads who become paying clients)

0-10%
11-25%
26-50%
51-75%
76-100%

you obstacle the

Business Finances

What is your biggest financial concern when it comes to marketing your business?

Cost of ads
Return on investment
Wasting money on ineffective strategies
Other

Please specify

Marketing Budget

What percentage of your total revenue do you want to allocate towards marketing?

2-5%
6-10%
11-15%
16% or more

Business Goals

What is your biggest personal goal that drives you to grow your business?

What is the main obstacle you need help with to achieve your business goals?

Time management
Finding the right marketing strategy
Building a team
Improving client retention
Increasing revenue

Increasing revenue

I am ready and willing to invest in the guidance and support needed to reach my goals and grow my business.

What type of support would you value most? (Select all that apply)

Marketing Strategy Development
Branding and Messaging Support
SEO and Website Optimization
Social Media Strategy and Engagement
Paid Advertising (Facebook, Google, etc.)
Other