STRATEGY CONSULTATION

QUESTIONNAIRE

Basic Business Information

Full Name *

Business Name *

Business Website

Phone *

Social Media Links *

Industry / Niche *

How long have you been in business? *

Business Model

What type of business do you operate? *

Please briefly describe what your business does. *

What is your main offer? *

What price range is your main offer? *

Do you currently sell multiple offers? *

If yes, list them.

Lead Generation

How do you currently get customers? *

Do you currently have a funnel? *

If yes, what platform is it built on? *

What problems are you experiencing with your current marketing system? *

Sales Process

How do customers currently buy from you? *

In person Do you currently use a CRM to track leads? *

If yes, which CRM do you use?

Do you currently have automated follow-up for leads? *

Funnel Goals

What is the main goal of your funnel? *

What would success look like for you with this funnel? *

Funnel Type Interest

(Check all that apply)Which type of funnel are you interested in? *

Lead Generation Funnel

Appointment Booking Funnel

CRC Funnel (Customer Relationship Conversion Funnel)

Qualification Funnel

VSL Funnel (Video Sales Letter Funnel)

Webinar Funnel

Low Ticket Sales Funnel

Course / Membership Funnel

Recruitment Funnel

Not sure – I need guidance

Traffic & Marketing

Do you currently run paid ads? *

If yes, where?

How many leads do you currently generate per month? *

What is your monthly marketing budget? *

Funnel Assets

Do you already have the following assets?

Company Logo *

Company Branding colors *

Company Sales copy *

Videos for marketing *

Lead magnet or free resource *

Digital product or course *

Timeline

When are you looking to launch your funnel?

Investment Readiness

Our funnel systems typically range between $1,500 – $10,000 depending on complexity.

Are you prepared to invest in building a funnel system for your business? *

Additional Information

Is there anything else we should know about your business or goals? *

Once submitted, our team will review your responses and schedule a Funnel Strategy Consultation to discuss:

• the best funnel structure for your business

• recommended automation systems

• pricing and timeline for development

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