CREATE Intake Form (3) - Vanessa Horn : Vanessa Horn

Welcome to The Signature Series 1: Create Your Signature Program Virtual Workshop. Please give us input into the following as a snapshot of the beginning of our work together.

Name*

First Last

Email*

MOTIVATION:

What motivated you to sign up for the program?*

What is the greatest challenge in your business? (if different than above)*

Please indicate at least one tangible outcome or measurable shift you want to see in yourself or in your business as a result of our work together.*

CLARITY:

How do you currently answer the question, "What do you do?"*

Please indicate what is true for you:*

I know exactly what program/income stream I want to create in this program.
I need help getting clear on what I want to create.

For the work you intend to do in this program, which is true…*

I’m building on the work I’m doing now.
I am pursuing a new direction.

What are the program ideas you currently have?*

Why is doing this work important to you?*

Have you done that work before (one-on-one or other)?*

Yes
Not yet

Do you already have an outline or any materials already in place?*

Yes
No

If I had a dozen clients right now, ready to pay you, do you know what you would sell them into? If so, what?*

What problem would you solve for your clients?*

What is the price point you want to target?*

What is your monthly revenue goal?*

How many clients do you need per month to hit your monthly revenue goal at your pricing target?*

Which delivery method/income stream would you like to focus on creating first?*

Group Coaching
One-on-One Coaching
Virtual Workshops
Retreats
A Homestudy Program or DIY Course

MARKET

Although the following questions relate to Signature Series 2 (MARKET), we want to understand what you have in place to support what you create during the virtual workshop.

Describe your list size:*

I don’t really have a list
I have a list <1,000
I have a list 1,000-5,000
I have a list of 5,000-10,000
I have a list 10,000+

How do you currently get your clients?*

Organically (one-by-one, referrals, speaking, posting on social media)
Paid advertising
Both organically + paid advertising
Other

Which of the following do you currently have in place?*

A website
A marketing funnel (optin page)

If you have a website, please enter its domain.

If you have a marketing funnel (optin page), please enter its domain.

Do you currently have an email list? If so, indicate its size.*

Do you currently use an email management system/CRM? If so, which one?*

Do you currently have a Facebook Business Page? Please indicate an estimated number of followers.*

Do you currently have a clear and compelling webinar or signature talk that creates clients or leads predictably? Please tell us details.*

Do you currently have a strategy session application?*

Yes
No

Do you currently have an automated calendaring system? If so, please specify which you use.*

Do you currently have an online membership site with your program materials?*

Yes
No

SELL

Although the following questions relate to Signature Series 3, we want to better understand your sales skills to support what you create during the virtual workshop.

Do you currently have an upsell and downsell to increase conversions?*

Yes
No

Do you feel comfortable and confident about your selling skills?*

Yes
No

Do you follow a sales script or outline currently?*

What are your current sales conversions?*

I have no idea
I don’t know for sure
Probably 1 out of 10 (10%)
Probably 1 out of 5 (20%)
Probably 1 out of 4 (25%)
Probably 1 out of 3 (33%)
Probably 2 out of 3 (66%)
Probably 1 out of 2 (50%)

SUPPORT

Where are you most likely to get stuck or stop yourself from succeeding? In other words, if you wind up being disappointed with your results, why will that be? How will this time be different? How can we support you best?*

Please use this space to share anything else you would like us to know.