VIP Day Intake Form (6)

Please provide the following so that we may make the most of our time together.
Name*
First Last
Email*
Birthday: Month and Day
MOTIVATION:
What motivated you to book a VIP Day?**
What is the greatest challenge in your business or area where you want greatest assistance (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.**
CLARITY:
Please indicate what is true for you:
- I need help getting clear on what I want to create.
I know exactly what I want to create (please specify):
MONEY:
Need to/Want to make more money in your business? (Please 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
CREATE*
- If I had a dozen clients right now, ready to pay you, you know exactly what you would sell them into.
- You have a premium price point charging at least $2,000-$10,000/pp.
- You are clear about whom you serve as your ideal client.
- You have a high-end signature program with a clear outcome identified for your clients.
- You have an outline or materials in place already for your signature program.
- You know how you plan to deliver your signature program and a clear ascension plan of how your signature program fits in with your other offerings.
Market*
- You have a step-by-step marketing system that can predictably help you create clients. If so, what?
- You have clear marketing messages (in other words, people know exactly what you do and your messaging is helping you easily attract clients who are ideal).
- You currently market yourself online or want help to. If so, please indicate which of the following online assets you have below.
- A lead generation source (Facebook ads, etc.) Please specify what you have and how much you are currently spending for that lead source:
- An email List (please indicate size).
- An email management system CRM (please specify system you use)
- A Facebook Business Page (please indicate # of fans).
- A landing page (aka squeeze page, optin page) domain.
- A clear and compelling webinar or signature talk that creates clients or leads (please tell us details).
- A strategy session application and process.
- An automatic calendaring system, please specify which you use)
- An online membership site with your program materials
Please add comments in box after this section.
Market – Comment Box*
Sell*
- You have a clear offering that you know you can upsell and downsell to increase conversions.
- You are not afraid to sell and you have high conversions if people actually talk to you (meaning ____ out of 5 say yes).
- You have a proven system for client enrollment that you can confidently count on to convert and enroll clients. If so, what?
Sell – Comment Box*
Please add comments in box after this section.
Please use this space to share anything else you would like us to know.

MOTIVATION:

INTENTION:

CLARITY:

MONEY:

LIFESTYLE:

Business Asset Inventory