Onboarding

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.

Onboarding

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

First Name

Last Name

Your Email

Business

Website Link

Calendly Email And Password

Zapier Email And Password

Sales Calls Shared Link Folder (Set As Anyone Can View – This Should Automatically Be Uploaded To By Zoom/Meet)

Case Studies Page (The Event On The Page Should Be Just For Us)

Confirmation Page (After Someone Books In – This Should Have A Video On It)

Email Warmup Sequence Google Doc (Set As Anyone Can View)

VSL Or Other Resources

Emails For Slack Invites For Co-Founder, Team Members, Etc.

Emails For Slack Invites For Sales People (Necessary)

Who Takes The Sales Calls?

Did The Sales Team Watch Step 3?

Are The 2 Zapiers Setup & Did You Invite Us To The Sales-Calls Channel?

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.

How Many Offers Do You Have?

What Are All Of Your Offers For What Services And Niches?

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.

What Is Your Main Offer? Example: I Help eCommerce Stores Add An Extra 500k In 30 Days Or Their Money Back (Include Timeframes, Guarantees, End Result, Etc)

What’s The Service? Example: Facebook Ads

What Niche Do You Offer That Service To? Example: eCommerce Brand Owners

What Are Your Case Studies? We Need A Text Version Of This With Before & After Results Plus Revenue Generated For Specific Brand Names. Example: I Helped The Ooodie Grow Their eCommerce Sales By Doubling Their ROAS From x3 To x6 Using Just TikTok Ads, Which Helped Them Go From Making $500K Per Month to $1.2M

What Is This Niche’s Paint Points/Problems? Example: They Can’t Scale Their Sales At A Consistent ROAS And They’ve Tried Facebook Ads Before Without Success

What Is It This Niche Wants? Example: Orders, Sales Calls, Clients, Cases, Leads

How Do They Speak? What Phrases, Terms And Words To Use Or Avoid?

How Do You Deliver Results With Your Process?

What Makes You Different To Your Competitors?

What Is A Qualified Lead To You? (Revenue And Any Other Variables)

How Many Sales Calls Have You Had For This Offer?

What’s Your Closing Rate For This Offer?

What’s Your Average Retention Rate For This Offer?

What’s Your Pricing (Including Any Performance Fees)?

How Do You Calculate Your Performance Fees? (We Need The Actual Formula You Use To Do This)

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.

What Is Your Seconday Offer? Example: I Help eCommerce Stores Add An Extra 500k In 30 Days Or Their Money Back (Include Timeframes, Guarantees, End Result, Etc)

What’s The Service? Example: Facebook Ads

What Niche Do You Offer That Service To? Example: eCommerce Brand Owners

What Is This Niche’s Paint Points/Problems? Example: They Can’t Scale Their Sales At A Consistent ROAS And They’ve Tried Facebook Ads Before Without Success

What Is It This Niche Wants? Example: Orders, Sales Calls, Clients, Cases, Leads

How Do They Speak? What Phrases, Terms And Words To Use Or Avoid?

How Do You Deliver Results With Your Process?

What Makes You Different To Your Competitors?

What Is A Qualified Lead To You? (Revenue And Any Other Variables)

How Many Sales Calls Have You Had For This Offer?

What’s Your Closing Rate For This Offer?

Additional Information

More information to make sure we have everything we need.

Have You Done Email Outreach Before, If So, What Were The Results?

Do You Book Calls In Via Google Meet, Zoom Or Do You Call The Leads By Phone?

Do You Upsell Your Clients Currently?

Are You Setup For Scale? If So, How Many Clients Have You Taken On At Max In The Past In A Month Comfortably?

Add Any Extra Notes, Questions Or Information Here