Onboarding Information

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This information will help us as we begin serving your marketing needs.

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SECTION 1: WHO YOU ARE & WHERE YOU'RE AT

Your Name

First Last

What do you do?

One sentence: "I help [who] do [what]"

What's your current monthly revenue?

Select your current monthly revenue range.

Do you have an email list? (If yes, how many subscribers?)

Are you currently running ads?

Yes

Off and on

What's working in your business right now?

What's NOT working or where are you stuck?

SECTION 2: YOUR IDEAL CLIENT (WHO YOU SERVE)

Who do you help, and what do they call themselves?

What do your BEST clients have in common?

Who is NOT a good fit for you?

SECTION 3: THE BLEEDING NECK PROBLEM

What does your ideal client's WORST DAY look like? Paint the picture.

What keeps them up at night? What is their biggest fear or anxiety about this problem?

What have they already tried that FAILED?

What is it costing them to stay stuck?

If they don't solve this problem, what happens next?

SECTION 4: THE TRANSFORMATION YOU CREATE

Complete this: "I help [who] achieve [what outcome] in [timeframe] without [main pain point]."

What is life like BEFORE working with you?

What is life like AFTER working with you?

What does your audience want most right now?

SECTION 5: YOUR SIGNATURE PLAN (3-5 STEPS)

What are the 3-5 simple steps you take clients through?

What do you call this framework?

What specific result does each step help them achieve?

SECTION 6: PROOF & RESULTS

Your TOP 3 case studies:

What's your most jaw-dropping stat or data point?

SECTION 7: YOUR CURRENT OFFER (IF YOU HAVE ONE)

Do you already have an offer? If so, briefly describe it.

What's the price?

What are the exact deliverables your clients get?

What bonuses or extras make your offer a no-brainer?

What objections do people ALWAYS raise?

Why do people NOT buy from you?

SECTION 8: WHAT MAKES YOU DIFFERENT

Who are your top 3-5 competitors?

What do you do DIFFERENTLY than them?

What's your "big reveal" or unique insight?

SECTION 9: YOUR VOICE & STYLE

Paste 2-3 emails or articles you've created that FEEL like you (if you have any)

SECTION 10: YOUR 90-DAY GROWTH GOAL

What's your #1 S.M.A.R.T. goal for the next 90 days in The Arena?

Example: "Launch my $497 workshop and sell 20 spots by March 31st = $9,940 in revenue"

What would make this program a "home run" for you?

What made you want to work with Chuck?