About You
First Name
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Last Name
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Email
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Phone
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Location of Practice
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City, State
Instagram
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Website
Business Snapshot
Tell us what you do and who you serve.
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Keep it simple.
What is your monthly average revenue over the past 12 months?
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Under $10K/month
$10k-20k/month
$20-35k/month
$35k-60k/month
$60k-75K+/month
$75k-95K/month
$95k-$125k/month
$125k-$200k/month
$200k-$300k/month
>$300k/month
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Do you have a team? If so, who’s supporting you right now? (List roles or give a quick summary.)
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Where It’s Not Working
Where do you feel like you’re not showing up as your best self to help your business to get it where it needs to be?
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AKA what limiting beliefs are we still holding onto
What is keeping you up at night? What stresses you out the most?
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What’s currently feeling heavier than it should?
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(Could be delivery, money, marketing, team, etc.)
What’s the move you know you need to make—but haven’t yet?
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What have you already tried to fix these things?
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(Past coaching, team changes, systems, etc.)
The Bigger Picture
Why are you looking for mentorship now? What’s shifted?
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What does your dream business and lifestyle look like in 12 months?
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(Think: structure, income, time, impact, identity)
Are you ready to be coached and held accountable at a high level? (Yes/No)
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Yes
No
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If it’s a fit, when would you want to start?
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Right away
1-2 months
3-6 months
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(What do you want to walk away with?)
How did you hear about us?
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Anything else we should know about you before we follow up?
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