Config Call — Intake Form
What do you do and who do you typically work with?
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Give me a brief history of your business so far.
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How many active clients do you have right now and what are you doing for them?
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What's your average monthly revenue over the past six months?
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How many hours a week do you typically work in total?
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How does that time break down by different tasks [including working on your biz]?
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What are your business goals for the next 12 months?
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How do you currently approach and make big business decisions?
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Are you tracking any metrics regularly? And if so which ones?
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How do clients currently find you? And what brings in the most?
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What does your current sales process look like, if any?
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Where does your marketing/sales feel most inconsistent or unpredictable?
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Walk me through what happens from the moment a client signs to the moment the engagement finishes. [As detailed as you can]
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Which bits of your offer[s] take the most time?
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Which bits do you wish you didn't have to do?
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Do you currently have any documented SOPs for your offer[s] and if so which bits are covered?
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What's eating most of your time right now?
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What's your priority? Money, time, freedom, or something else?
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What have you already tried to fix this?
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What would success look like six months from now?
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