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Coach Business Backend Homework
Coach Business Backend Onboarding
Your Information 📌
Name
First
Last
Email
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
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