Coach Business Backend Homework

Coach Business Backend Onboarding

Your Information 📌

Name

First Last

Your Homework 👩‍💻

Please complete the following questions as best you can and as thoroughly as possible so that we can make the most out of our time together. Thank you! 🥂

Do you currently have an onboarding process?(Required)

Yes, it’s pretty good but could be better

Yes, but it’s terrible and I want something better

Nope, that’s what I’m here for

Other

What apps are you currently using to run your business?(Required)

WordPress

Squarespace

Shopify

ConvertKit

Active Campaign

Mailchimp

PayPal

Stripe

SamCart

ThriveCart

Kajabi

Katra

Teachable

LearnDash

Woocommerce

ECWID

Send Owl

Clickfunnels

Leadpages

Deadline Funnel

Dubsado

Client Portal

Quickbooks

Freshbooks

HoneyBook

Acuity

Calendly

Asana

ClickUp

AirTable

Trello

Monday

Zapier

IFTTT

Integromat

Flow

Google Workspace

None of these

Should all leads have access to booking a consultation?(Required)

Would you prefer to approve new leads before they can schedule a consultation, or can they go ahead and schedule directly from your site within the parameter we set up?

Yes, they can book without approval

No, I want to approve them first

How do you meet with clients?(Required)

Check all that apply

Zoom

Over the phone

In person

Other

Do you have packages that you offer at the end of consultations for qualified leads?(Required)

Copy and paste them here or add a link to the Google Doc or page they’re on. Please make sure to give access to april@entreleverage.com

Do you have a consultation script or outline that you follow?(Required)

Copy and paste it here or add a link to the Google Doc or page that it’s on. Please make sure to give access to april@entreleverage.com