Path to Profitability On-Boarding Form

Path To Profitability Onboarding Questions

Your Name

Location

Job title

Website link/Social media links

Ideal customer/Niche

What services do you currently offer and what are the prices? What is the core problem your offers solve? Do you feel in alignment with your offers?

Who are your offers for? Describe your dream client in detail. What’s she/he struggling with? What does she/he desire? What does she/he want and need most?

In one sentence, list the core transformational journey your clients will experience? If you have multiple offers, do this exercise for each offer.

List 5 other core outcomes of each offer.

What’s your customer journey? Do you have one that aligns with your product suite?

How are you promoting your offers? (e.g. social media, livestream, email, events, etc.)

What's the "why" behind what you do? Why did you start this business?

What are your business goals for the next 3 months, 6 months?

What are 3 things you would like to work on during our time together?

Are you committed to spending at least 1 hour a week to follow the key actions I give you to implement in between your coaching sessions?

What is the energy of your brand? Example: Intelligent and authentic, high quality, highly personalized and personable, service-oriented, direct and playful, deep and meaningful, holistic

Current monthly income, is it consistent? What do you want it to be?

Do you have a team?

yes

What is your bio? Please copy and paste it here.

What are your business goals for the next 3 months, 6 months?

What are 3 things you would like to work on during our time together?

Are you committed to spending at least 1 hour a week to follow the key actions I give you to implement in between your coaching sessions?

Anything else you want to add?