Company Name Email * Best email for our teams to reach you at * Main point of contact for your accounts and their email address (yourself, assistant, business partner, head of operations, etc.) * Current Account Assessment & Goals
Please give us a clear picture of your current account activity, growth and results you've been generating on your own.
How much is your company currently generating in monthly revenue right now? * What is your goals for the next 90 days and year for monthly revenue? * How many calls are you currently booking per week on average right now on your social media accounts (please least # for Instagram and # for Facebook as they are likely different) * Which social media account generates the most leads for you currently? and what is your lead generation strategy on this platform? * Are you currently running ADs? If so, what is the process or scripts for the ads? How many of these leads are converting * How many clients do you want to sell per month? Please set a realistic number based on your current activity and data from you accounts. * How many calls per week is your goal? Please set a realistic number based on your accounts activity, lead flow and previous data. * What are your current lead generation strategies you want continued by our team that are generating high success in your accounts? Please list them below and provide us with the accurate information/resources to implement them. * Do you currently run a free facebook community? If so, are you driving traffic there weekly and how many people do you want added per week/month to that group. * Do you sell any low ticket programs? If so, please explain below and attach payment link for us to sell in DMs * Account Access & Resources Required
This section will gather all the information we need for account access and resources we need to be successful inside your accounts.
Account Access for Facebook (username + passwords) * Account Access for Instagram (username + passwords) Account Access for TikTok (only if you want to assign a VA here eventually) please note we will need a VPN for this. Calendar link Typeform or application link Please link to active client list link here (preferred on excel spreadsheet that can be updated as you grow) Please attach any payment links for deposits or low ticket program to sell in DMs Dream Client & Program Overview
Please be as descriptive as possible about your ideal client, the programs you offer and everything that your company sells.
Please explain your dream client and who your program helps. If you have a google document with this already, please attach link. (please be as specific as possible so we know who to target) * What programs do you currently offer? Please explain in detail length, price, what they get, the transformation they receive, everything that is included * Are you flexible with budget on your programs? If someone has a price objection are you willing to work within budgets? If so, what is the lowest you will go for your programs. * Who will you NOT work with? (eating disorders, injuries, certain ages or genders etc.) * Upload your short intro video here: (talk about yourself, what you do, what got you started, your values, etc.)
Upload screen recordings of 5 successful conversations you've had with leads (start to finish)
Link to a loom video detailing the program/s you sell (purpose, inclusions, program duration, prices, payment options, etc.):