Welcome!

Let's start getting all of your login and sales copy information together so we can begin working on your project!

To add us as a 'user' to your platform (ie. Shopify, Klaviyo, ClickFunnels, WordPress, etc.) please use this email address:

[email protected]

That way our whole team can use the one account.  Otherwise, fill in your logins below please!

Client Onboarding

Please complete the list below so we can get started with your project!
  • Please list any specific colors you use in your company branding

  • Website Logins

  • Domain Name Registrar

    IE. Godaddy, Namecheap, etc.

  • Web Host

    (If different from domain registrar)

  • Email Marketing Service

    IE. Aweber, Drip, Infusionsoft, Ontraport, Active Campaign

  • Other Logins

    Please copy any other logins down below. Others may include: Wistia, Youtube, EverWebinar, Stealth Seminar, Vimeo.

  • Sales Copy

    The purpose of this questionnaire is to gain deeper insight into your business in order to formulate the best strategy. Please answer the following questions to the best of your abilities. Do not worry if you don’t know the answers to some questions - that’s what we are here for. We will go over this questionnaire during our kickoff meeting, but it’s always best if you try and answer these questions yourself prior to our meeting. The questionnaire is quite lengthy, so take your time and really think it through. The more thorough you are when answering these questions, the better results you will see in your funnel.

  • Business Background

  • (How did you get your start and who were the key players? If you had to tell a story about how your business happened, what would you say?)
  • (e.g. Our tone is warm and friendly but not over familiar. Or, we have a formal tone but we are not stuffy or unapproachable. Or, we like to inject humour in an irreverent way, but we’re never silly.)
  • (e.g. We refer to our organisation in the singular ‘Comic Relief ‘is’, not ‘Comic Relief ‘are’, we always write letters in the plural so ‘we’ not ‘I’ etc)
  • (What does the company do, especially that nobody else does, and why do people choose it?)

  • Core Offer

  • (This is the MAIN THING that you want customers to buy from you)
  • (Example, they get a physical box with a starter pack that includes XYZ, they also get 6 weeks group coaching, 1 VIP personal session, 1 eBook, an App, etc)
  • (Think of this as your Unique Selling Proposition. Similar to the Unique Value Proposition for the company, but instead only for your flagship/core offer)
  • (Ask yourself “why” 3 times… “WHY do people buy an alarm clock?” Because they need to get up on time. “WHY do they need to get up on time?” Because they need to get their kids ready for school. “WHY is that important?” Because if their kids are late, then they are late, which means they get in trouble at work. The stuff after the 3rd “WHY” is the goal.)
  • (If you have guarantees and/or limited-time bonuses and/or discounts that you are willing to offer, list them below)
  • If so, where can we find them? Please attach a link or upload in the Google Drive folder

  • Dream Customer BEFORE They Take Your Core Offer

    If you picture your Dream Client in your mind, vividly describe the following questions about your dream client BEFORE they purchase your Core Offer

  • Dream Customer AFTER They Take Your Core Offer

    Now, describe in vivid detail what is their average day like AFTER they purchase (and consume) your Core Offer

  • Competitors

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