ABOUT YOU
Name
BUSINESS SNAPSHOT
What industry are you in?
What service do you currently offer?
What do clients hire you for MOST often?
Tell me about your ideal client/customer
What result do they want most?
CURRENT BUSINESS MODEL
How do clients currently find you?
(Instagram / referrals / content / outbound / inconsistent)
How do you currently sell your services?
(DMs / calls / links / “it depends”)
How many clients can you realistically handle at one time?
What happens to your income if you stop working for 2 weeks?
TIME + CAPACITY
How many hours per week can you realistically work on/in your business?
When do you typically work?
(nap time / evenings / inconsistent / structured schedule)
Do you feel like your business depends on you being “on”? (Yes / No / Sometimes)
GOALS + GAPS
What is your monthly revenue goal?
What is your current average monthly revenue?
What do you feel is the biggest thing holding you back right now?
ENERGY + ALIGNMENT
What part of your business do you enjoy the most?
What feels the most draining?
If your business could make money without you actively delivering, which of these feels most aligned?
(Digital product, Group program, Membership, Templates/toolkits, Not sure yet)
How would you describe your audience/customer base size?
(0 / small / warm / growing / established)
How soon are you looking to fix this?
(ASAP, Within 30 days, Just exploring)