Client intake | Step 1 of 3

Your business today

Where the business stands right now. Be specific. Your answers shape every call.

AAbout you

1Full name

2Email

3Phone

4Business name

BYour business today

5What do you sell, to whom, and for how much?

6What result do your best clients get, and how long does it take?

7How many paying clients do you have right now?

8What did you make in the last 90 days from this business?

9Where do your clients come from today?

10What have you already tried to get clients, and what happened?

11What is your Instagram handle?

12How many followers do you have, and how often do you post?

13Who is your ideal client, and where do they hang out online and in person?

14Which city or region are you in?

15Can you meet people in person?

16How many hours a week can you commit to outreach and calls?

17What monthly revenue do you want in 90 days?

18What is the one thing that would make this worth it for you?

CYour network and your funnel

These numbers build your sales projections on Call 3.

19How many people do you know in person who could be ideal clients or could introduce you to them?

20How many new people can you start a conversation with each week, in person and on Instagram?

21What is the price of your main offer?

22How is it paid?

23What is your close rate on sales calls so far, if you have one?

24How many sales calls a week can you take?

Client intake | Step 2 of 3

Client market research

Your offer and your market.

No clients yet? Answer every question for the person you want to serve. A clear guess is better than a blank.

01Your offer headline

One line that captures who you help, the result you get them, and how.
Framework: "I help [specific person] overcome [pain] by leveraging [mechanism] in [timeframe]."

02Your ideal client

Gender

Age range

Niche

Income level

03Where they are before working with you

List the state your client is in before your program. What's broken, what they don't know, what's holding them back.

04The outcome they get

Be specific: a skill, a measurable result, a feeling, a status. "Booked 10 calls a week" beats "more clients".

05Competitive edge

What makes you different from every other option a client could pick instead of you?

06Problems, solutions and benefits

For each problem your ideal client faces, name the problem, the exact solution you provide, and the benefit they get from it.

Client intake | Step 3 of 3

Your story and brand

Who you are and how you show up.

AYour story and brand

This is how we position you on the calls and in your content. Be honest and specific.

1What is your story in a few sentences, and why did you start this business?

2What was the hardest moment so far, and what did you learn from it?

3Which three words should people use to describe you?

4What do you stand for, and what do you refuse to do?

5Who do you want to be known as in your industry?

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Your business today

Client market research

Your story and brand

You're all set