Your onboarding

Question 1Please provide a short biography of yourself. Go big and drop the humble at the door.

Question 2What are you best in the world at?

Question 3What are you currently known for?

Question 4What is your business currently known for?

Question 5Please describe your role within your company and how you spend your time currently.

Question 6Please describe your best attributes professionally and personally.

Question 7What does your current offer stack look like? Please include links to any active sales pages you have, and link any sales pages, collateral and offer information here.

Question 8Please describe the offer pricing structure.

Question 9Please describe your current client journey, including conversion rates and other stats that will assist us with our conversations.

Question 10What is your current financial position? Please provide details of income, expenses and profit per offer to the best of your ability for the past 12 months. Attach a spreadsheet in Your files if you have a P&L available. Please describe the growth year on year and any variables that will be important to understand in our planning.

Question 11What is your current organisational structure? Please provide details of your team structure, main responsibilities of each role. Please attach an organisational chart in Your files if you have one available.

Question 12Please describe your current client base/ audience. Who are they? How many followers and where are they? Please provide detail.

Question 13Why did you originally start this business? What is your biggest motivator in doing what you do?

Question 14What are the most gratifying or fulfilling experiences you've had in relation to your business/ personal brand (name a few)?

Question 15What are the least gratifying or fulfilling experiences you've had in relation to your business/ personal brand (name a few)?

Question 16What have been your biggest challenges to date?

Question 17Business website: link, and how you are currently using it.

Question 18Personal website: link, and how you are currently using it.

Question 19Instagram: link, and how you are currently using it.

Question 20Facebook: link, and how you are currently using it.

Question 21Twitter: link, and how you are currently using it.

Question 22YouTube: link, and how you are currently using it.

Question 23Podcast: link, and how you are currently using it.

Question 24LinkedIn: link, and how you are currently using it.

Question 25Does your business have an email list? If yes, how many subscribers are on this list?

Question 26Do you have regular, active nurturing campaigns running? Please describe your client experience and journey.

Question 27Please describe your current marketing strategy - be specific about platforms, strategies and outcomes.

Question 28Please describe your current sales strategy - be specific about team, strategies and outcomes.

Question 29Please describe your current after-sales strategy - be specific about team, strategies and outcomes.

Question 30What are your most audacious goals for your business/personal brand?

Question 31What would you love to be known for?

Question 32How would you love to work on your business? Give details of your dream role.

Question 33If you were to speak on stage tomorrow, please describe three to five topics that you could speak passionately about.

Question 34If you could work with any dream client/ project, what would it be? Who would you be working with? What would you being doing?

Question 35Describe your perfect lifestyle in 5 years time? Go into detail.

Question 36What legacy do you want to leave behind? Describe the financial and impact details of your biggest dreams.

Question 37Please provide any other information that would be helpful to Kathryn in preparing for your call.