Client Onboarding

About You & Your Business

Let’s start with the basics about you and what you do.

Full Name*

Email*

Q1: What does your business do?*

Describe your core service/offer - not the tagline, the actual work you do with clients day-to-day.

0/2000

Q2: What specific problems do you solve for your clients?*

List every problem you help with. Think about what's actually broken in their world when they come to you.

0/2000

Q3: Who are the people you work with right now?*

Their job titles, industries, experience level, company size, typical situation when they find you.

0/2000

Q4: Now describe your IDEAL client - the one you'd clone if you could.*

What makes them perfect? Their mindset, budget, urgency, stage of business, personality. What separates a dream client from a nightmare one?

0/2000

Q5: What do you currently charge, and how is your offer structured?*

Price point(s), package structure, length of engagement, and how you deliver (1:1, group, done-for-you, hybrid, etc.)

0/2000