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Discovery Form

Book Your Strategy Session

To book your Strategy Session - Please fill out the short form sections below and provide as much information as possible so we can have a concise and focused conversation and work out the best pathway for you to take to meet your business goals in the most efficient way.

🔒 Please note: The information you provide is private and confidential.

Step 1 of 9

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Name

First Last

Phone(Required)

Email(Required)

City/Country(Required)

Other Contact Number (optional)

Which Services Are You Currently Looking For?

Strategy

Website / Branding / SEO

CRM System / Funnels / Email Marketing

Videos Services

Podcast Services

Coaching

Information Products / Course Creation

Book Servcies

PR / Marketing

Current Online Positioning

Your Business Name(Required)

How long have you been trading/running your business?(Required)

Website

(Leave blank if you do not have url)

Do you currently have branding/ business logo?(Required)

Yes

No

Yes but want to rebrand / enhance

Facbook

(Leave blank if you do not have url)

Linked In

(Leave blank if you do not have url)

Instagram

(Leave blank if you do not have url)

Youtube

(Leave blank if you do not have url)

Do you have more social profiles?(Required)

No

Yes

Please provide all your social profiles:

Please list all on a separate line

About Your Business

Is your business(Required)

A Limited Company

Sole Trader

Other

If other please provide

What best describes your positioning(Required)

Coach

Consultant

Entrepreneur / Business Owner

Mentor

Influencer

Speaker

Author

Facilitator

Teacher

Trainer

Local Business

Other

Other positioning

What do you sell and what price points?(Required)

(If you are currently not selling anything please state)

What's Your Current Monthly Revenue?(Required)

What is your target monthly revenue?(Required)

What is your biggest obstacle to hitting your monthly revenue goal?(Required)

Current lead generation

Have you allocated any ad/marketing(£) budget?(Required)

(Organic traffic is a long term strategy but the quickest way to get your message out is with advertising and regular marketing. Therefore it's ideal to allocate/consider a monthly marketing budget)

How are you currently generating leads?

(What current actions are or others you taking that gets you clients? Please be specific)

In your business whats the biggest challenge you need help/guidance on right now?(Required)

If you needed to? How willing & able are you to invest in the growth of your business right now?(Required)

What current marketing are you doing?

Social Media

Youtube

Podcasting

Leaflet Drops

Articles / News Column

Blogs

Facebook

Sales Funnel

None

Other

Other Marketing

Are you looking for accountability so you have the support and guidance to move forward, structure and scale your business online?(Required)

Yes

No

Other

Other help

What's your preferred method of progression?(Required)

I need guidance and support

I like to dig in and learn how to do things

I need to work with someone

I need someone to do the work for me

I like to know how things work but get someone to do it for me

Do you have a business blueprint/business plan?

Yes

No

Not Sure

How are you currently getting things done?(Required)

Currently working random and adhoc

I'm strategic and efficient

Do you have a clear customer journey or product offering mapped out?

Yes

No I need to get clarity around this

Kind of

Specifics

Who is your target audience?(Required)

(If you are unsure please state)

What specific problem do you solve for your clients?(Required)

How do you know when the problem has been solved?

What actions, products or services are currently making you the money?(Required)

(if not please state)

How well do you know your target market?(Required)

I know them inside out

I'm not too sure

I have no idea

How clear are you on your marketing message?(Required)

My message resonates with my target market

I have some idea about my marketing message

I'm not sure and need further help and clarity with this

Do you have a proven methodology that you use to get the results?(Required)

(eg programs, methods, signatures solutions you use to help your target market get the results)

Yes

No

Whats That?

Please provide a list of competitors / sites you like

(Feel free to provide competitor sites or others you look up to in your industry/other industries)

Current Structure

Do you have any systems or automation in place?

No

Some

Yes my systems flow like magic

Please select a list of any software or tools you currently use(Required)

Domain hosted Email (eg info@yourdomainname.com)

Gmail / hotmail / other

Drop box

Evernote

Google apps

Email marketing software

Payment gateways

Schedulers/booking systems

Accounting software

Invoicing software

Zoom/skype

Shopping cart

None

Is there any other information you would like to provide/share about your current situation that will be helpful in providing insights into your current business situation?(Required)

Dream big - whats your ideal business situation

(Share your dream business / ideas / goal)

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