Your Services Intake Form

To maximize our time together and to create a plan that works for YOUR business, please take the time to fill out the form below.

Thank you for booking your Profit Acceleration Assessment Call

I am excited to work together to find the hidden profits in YOUR business! Please fill out this form to the best of your ability and we can get a head start on our time together.

If you don't know the answer, it is OK to skip the question. I even have a surprise gift for you just for filling out the form! You will be taken immediately to a download link to get a FREE copy of my latest book.

Full Name

Email *

What Industry Are You In? *

What Is The Name Of Your Business?

How do you describe your business? (Choose "Other" if you do not have one) *

What are the primary desire(s) & challenge(s) you are hoping we can help you with? (check all that apply) *

What are your top current Business Challenges?

What are your top current Business Wins?

How is your product/service offering different from your competitors? (What is your Marketing Dominating Position (MDP)?

What marketing materials do you have to promote your business?

What marketing mediums do you use and how much do you spend?

Would you describe these marketing mediums as effective in reaching your core target market?

Yes

No

Do you have a website?

Yes

No

Website Location

If yes, please share the link and what’s the overall objective of your website.

List your social media links (Facebook Fan Page, Instagram, LinkedIn, YouTube, etc.)

Facebook Profile
Facebook Business Page
Instagram
LinkedIn
TikTok
X (Formerly Twitter)
YouTube
Google Business Profile
Other

How many clients are on your database?

What is the most profitable aspect of your business?

What is your latest annual revenue?

What is your Gross Profit (annual revenue minus the cost of goods sold)

What is your Net Profit (revenue after subtracting all operating, interest, and tax expenses, in addition too deducting your cost of good sold)?

Is there any additional information you would like us to know?

The meeting will be held on ZOOM, and the link will be provided. But in the event of technical difficulties, we need a mobile number to reach you as a backup. Please enter the best number to reach you: *

By signing up via text, you agree to receive recurring automated marketing messages, including cart reminders, at the phone number provided. Consent is not a condition of purchase. Reply STOP to unsubscribe. Message frequency varies. Msg & data rates may apply. Your Privacy is our priority. Your information will not be shared. To view our Privacy Policy CLICK HERE.