Biz Planning

By AssistUs

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Uncategorized

New Biz Client Intake

By AssistUs — 50 years ago

Business Intake Form
Company Name *
Your Name *
Address
Street AddressApt, Suite, Bldg. (optional)CityState / Province / RegionPostal / Zip CodeCountry
Phone
Backup or Emergency Contact Name & Number *
Email
Office Hours *
YTD Revenues *
What is your approximate revenue this year (in the areas that we'll be working)?
Website(s)
Website Login URL: User: PW:
Does Your Company Have A Mobile App? *
YesNo
Transaction History *
Approximately how many sales transactions accounted for the revenue above?
Sales Staff *
Do you have a sales team? Please describe. Commission, salaried, part-time, full-time?
CRM Provider *URL: User: PW:
What's your company's USP?
List 2-3 things that set you apart from competition
Current Results
Include stats for past 6 months Webinar live or autowebinar? Both? Website visitors & conversions Webinar reg page visits, optins, conversions Webinar sign up rate, show up rate, etc. Webinar stats - length stayed, time offer is presented, bounce rate, etc. Normal times webinar offered Q&A offered at end Length of webinar? # of emails before (and when)? # of emails after webinar (and when) Replay offered? (and for how long) Normal price point(s) Total sales from webinars
Marketing Strategies *
List all marketing strategies & results over the past 12 months
Social Media Accounts *
Platforms, credentials and handles for all active and inactive accounts
Top 3 Competitors *
Who is your target audience listening to, and why?
Target Audience(s) Primary: Secondary: Tertiary:
Email Lists How many total on list? Segments and sizes? Open rates CTR Opt out rate? Sales from email promos How often do you mail each list?
Content Marketing Model *
Select all that applyBloggingPodcastingYouTubeQuoraSocial MediaOtherNone
Lead Bait *How many lead magnets are currently LIVE online? What are they? Where are they? URLs Page visitors Optin rates Bounce rates? Other?
Testimonials *
Provide links to all testimonials in all forms (text, audio, video, etc.)
Weekly Communication *
Preferred Method for weekly updates (select your top 2)Zoom videoTelephoneEmailText
Project Management Style *
What are your top 2 preferred methods of receiving online updates?EmailProject Management Tool (e.g. Slack, Monday, etc.)Google Drive
Media Placements
List all media appearances and placements in the past 12 months
Publishing History *
List all publications
Ad Manager(s)
Platform URL: User: PW:
Online Reputation *Provide links to all review sites you're listed on? (e.g. Trust Pilot)
Search Engine Optimization *
If you've had SEO done on any of your sites, which keywords were used?
Anything else we need to know?

Verification
Please enter any two digits *Example: 12
This box is for spam protection - please leave it blank:

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Entrepreneurship Uncategorized

My Unfair Advantage

By FranHarrisU — 50 years ago

There’s really only one way to get better in life or business. Invest in You. That’s what I talk about in this video at my Intentional Millionaire BootCamp.

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Why BAD Speakers Get PAID

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I got my first paid speaking gig in high school. I was speaking at a Fellowship of Christian Athletes event with then Dallas Cowboys head coach, Tom Landry.

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