MM Intake Form (4) - Vanessa Horn : Vanessa Horn

Welcome to The Signature Series. Please give us input into the following as a snapshot of the beginning of our work together.

Name*

First Last

Email*

Birthday: Month and Day

MOTIVATION:

What motivated you to sign up for the program?*

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

INTENTION:

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

MONEY:

Need to/Want to make more money in your business? (If so, please indicate how much would you are currently making per month and how much you would like to make)*

LIFESTYLE:

Need to/Want to work less hours than you currently are (If so, please indicate how many you currently work and how many you would like to work instead)?

Business Asset Inventory

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 price point would you sell to clients?*

How clear are you about whom you serve as your ideal client?*

Do you have a clear offer with a clear outcome identified for your clients?*

Yes
No
It’s in progress

MARKET:

Do you have a step-by-step marketing system that can predictably help you create clients? If so, what?*

How clear is your marketing messaging (in other words, people know exactly what you do and your messaging is helping you easily attract clients who are ideal)?*

If you have a website, please enter its domain.

Do you use lead generation sources (Facebook ads, etc.) Please specify what you have and how much you are currently spending for that lead source.*

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 the # of likes/fans.*

Do you currently have a clear and compelling webinar or signature talk that creates clients or leads? 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:

Do you have a clear offering that you know you can upsell and downsell to increase conversions?*

Yes
No

Are you afraid to sell?*

Yes
No

Do you have a proven system for client enrollment that you can confidently count on to convert and enroll clients? If so, what is this?*

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.