Level-Up Consultation Questionnaire

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?*
- 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.*
What are your main frustrations with attracting more traffic to your website/premises?*
What are your main frustrations with turning site traffic/visitors into qualified leads?*
What are your main frustrations with converting qualified leads to sales*
What are your main frustrations with increasing the value of each sale*
What are your main frustrations with increasing the value of each sale*
What are your main frustrations with retaining loyal customers and getting repeat business*

Planning
Do you follow a written plan and have monthly/quarterly revenue targets?*
- No
- Yes but I am not hitting them regularly
- Yes and am hitting them
Why Are You Now Serious About Moving Your Business Forward?*
(Seriously) What is Stopping You Hitting Your Monthly Revenue Target?*
That's great, how do you think this consultation will help you?*

Tell me about your systems
Do you maintain a list or database of your prospects/customers*
- Yes in a CRM
- Yes in a spreadsheet
- No
What CRM/Database are you currently using?*
What (if any) email marketing platform are you currently using?

Complete this Pre Consultation Questionnaire