VIP Intake Form

VIP Intake FormCheryl Heppard2021-12-31T13:38:13-04:00

Please fill out this form and return no later than 48 hours before your scheduled VIP Day.

Name: *

Phone: *

Birth Month and Day: *

Favorite Color: *

Business Name: *

Year Started: *

Business Structure: *

Address *

City Time Zone: *

Office Telephone:

Home Telephone:

Cell Phone:

Primary Website:

Online Since:

What is your life purpose or mission ?

What keeps you up at night (what are you most afraid of) ?

Income

What activity generates 80% of your current annual income ?

Annual income from your business is:

How much you want to make in the next 12 months ?

Over the next three years ?

Your Business-Building Activities

What is the total number of clients you served over the past 12 months before enrolling in this program ?

What are the top three tools you have purchased or used to improve your business over the past 12 months ?

Have you attended any business/marketing seminars in the last two years? How many ?

Historical Business Assessment

When you first got started, where did your clients come from (what method, process or action did you use)?

Why do clients hire or buy from you ?

What is your biggest challenge in attracting or enrolling clients, getting referrals or building your business ?

What are your current strengths in attracting, enrolling, serving, adding value or getting referrals ?

What areas of your overall business are ripest for improvement ?

What are the top 3 challenges/opportunities you are facing today in your business ?

Detailed Assessment

Do you have a written business plan ?

YES

If yes, how often do you refer to it ?

How do you attract business ?

Do you have a target market or specific type of client you focus on ?

YES

If yes, please describe :

Who would you most enjoy serving ?

What is your vision of the future for your practice/business or career for the next ?

6 months ?

1 year ?

3-5 years?

What distinguishes you from the other people in your field ?

Do you have a systematic “back-end” (offering your own or other products to exciting clients)? If so, describe how it works :

Do you actively ask for referrals ?

YES

If so, how does it work, and if not, why not ?

Do you make consistent efforts to communicate with and educate your clients about what you’re doing to help them?

YES

How formal, informal, or systematic is the process ?

How much time do you personally devote to marketing-related activities ?

What is your average fee amount ?

How much marketing training have you had, and what type of training do you offer your marketing person ?

What is your conversion ratio (in other words: out of every ‘x” leads, I get ‘y” clients or sales), and what are the different techniques you have used to improve it) ?

Do you use public relations (send out press releases, write articles, do interviews, etc.) ? Explain :

Do you have an assistant ?

YES

If no, do you plan to hire one ?

YES

What you are most proud of having accomplished at this point in your business ?

What are the top three professional goals you want to reach over the next days ?

[email protected]

248-973-7669

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