GDTB

Getting Down to Business Planner

Here we go! This is a preliminary step to our Getting Down To Business Session. This planner will help us learn about you and your growing business so we can make the most of our time together! Please complete this questionnaire at least 24 hours before our GDTB call. Let’s do this!

THE BASICS

First Name

Last Name

Email Address

Phone Number (include country code)

Company Name

Company Website(s)

YOUR BUSINESS

Tell us about your business. (ie, How many years have you been in the "business"?, How did you get started? your core services/programs/projects, your target market)

What would you say is the the single most important thing that sets your business apart from the competition?

How do you currently find new clients/business? (i.e.: Facebook marketing, Content Marketing, Word-of-mouth)

Please provide a list of links to all of the active social media platforms for your business.

What parts of your business have documented systems or processes?

Who do you currently have on your team, what are their roles?

Please list all tools that you use for your business (project management, calendar scheduler, email marketing/CRM platform)

What are the top strategies you use to build your business? (I.e. list building, speaking, etc.)

How often do you blog and/or create content?

What platform does your website live on (ie WordPress, Squarespace). Do you regularly update plugins and keep a backup?

Do you have a Facebook pixel installed on your website?

Do you have a Google Analytics code installed on your website?

YOUR BUSINESS GOALS

Because this is a concentrated session, it’s important to define a specific issue that you most want to make progress on. Think of a critical question or area of your business that would most benefit from my creative + strategic guidance. For example:- My market is changing, how do I appeal to them?- What are some things I can do to up-level the look and feel of my brand?- How do I better stand out in my field?- Help me brainstorm an idea for a new product/service.- Help me prioritize where to focus my attention when it comes to reworking my brand. – Help – I have too many ideas. Which one has the most “legs”? Etc…

What would you like to focus our time on? Please be as specific as possible – and note that we’ll get to as much as we can cover in 90 minutes.

What are your immediate priorities? (i.e. if someone was to start working with you RIGHT NOW, what would be the top 1-3 items you would have them work on?)

Where do you envision change or growth in your business in the coming five years?

YOUR LEADERSHIP STYLE

Have you taken any personality assessments? (Enneagram, Meyers Briggs, Strengths Finders, How to Fascinate, etc.) If so, please indicate your "types".

Please list some influencers in your industry that you aspire to be like. (i.e. experts that you follow their business models and strategies to build your business.)

ADDITIONAL INFO

Do you have extra information, comments or requests you want to send our way? Now’s your chance! (If anything pops up later, you can always email april@aprilandco.co)

Is there anything you'd like for us to review prior to our session? Any materials? Vision Boards? Notes? If so, please provide links here.

GDTB

Getting Down to Business Planner

THE BASICS

YOUR BUSINESS

YOUR BUSINESS GOALS

YOUR LEADERSHIP STYLE

ADDITIONAL INFO

Follow us

April Sullivan is a certified online business Manager, a certified business performance coach, a certified life coach, and a systems strategist for online service-based businesses.

GDTB

Getting Down to Business Planner

THE BASICS

YOUR BUSINESS

YOUR B​​​​​​​USINESS GOALS

YOUR LEADERSHIP STYLE

ADDITIONAL INFO

Follow us

April Sullivan is a certified online business Manager, a certified business performance coach, a certified life coach, and a systems strategist for online service-based businesses.

YOUR BUSINESS GOALS