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Level-Up Strategy Consultation Questionnaire
Step 1 of 6
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Complete this Pre Consultation Questionnaire
Invest 10 to 15 minutes completing this questionnaire - It saves time and makes our meeting more focused on moving you towards the right strategy to achieve your goals.
What is your #1 priority in your business right now?
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Attracting more traffic to my website/premises
Turning site traffic/visitors into qualified leads
Converting qualified leads to sales
Increasing the value of each sale
Retaining loyal customers and getting repeat business
Other
What's holding you back?
Describe your #1 priority and any frustration you are having achieving it.
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What are your main frustrations with attracting more traffic to your website/premises?
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What are your main frustrations with turning site traffic/visitors into qualified leads?
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What are your main frustrations with converting qualified leads to sales
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What are your main frustrations with increasing the value of each sale
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What are your main frustrations with increasing the value of each sale
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What are your main frustrations with retaining loyal customers and getting repeat business
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Tell me about your Company and your Products/Services
Briefly Describe the Products/Services You Provide
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Planning
Do you follow a written plan and have monthly/quarterly revenue targets?
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No
Yes but I am not hitting them regularly
Yes and am hitting them
Why Are You Now Serious About Moving Your Business Forward?
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(Seriously) What is Stopping You Hitting Your Monthly Revenue Target?
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That's great, how do you think this consultation will help you?
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Tell me about your systems
Do you maintain a list or database of your prospects/customers
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Yes in a CRM
Yes in a spreadsheet
No
What CRM/Database are you currently using?
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What (if any) email marketing platform are you currently using?
Finally Tell Me About You
First Name
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Email
That's it, well done. Next Step - Schedule our meeting.
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