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Watch the video below in full to begin.

Form & Strategy

This step is information on our strategy, and the form below to fill out.

Click here for our Client Resources document.


Welcome to the onboarding form! Let’s get started.

Offer Overviews

Input all of your offers. We’ll focus on 1 or 2 to start. The niche or service may be the same for some offers.

Your Ideal Client

Here we’ll pick 1 client avatar to focus on. Pick the ideal client that spends the most with you, that you have great results for, and that you are confident will close on the sales calls.

Secondary Ideal Client

Here, we’ll pick a secondary ideal client avatar that we may use if needed. This is required if you have another offer.

Additional Information

More information to make sure we have everything we need.

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