Skip to content
A joint collaboration by...
Need More Help?
Onboarding – 1. General
Business Name (official and trading as/DBA)
(Required)
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Birthday
Business Mailing Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Marketing Coordinator Name
(Required)
First
Last
Marketing Coordinator Email Address
(Required)
Your Business' Website Address
LinkedIn Profile Link
Facebook Page Link
Instagram Link
YouTube Link
TikTok Link
Twitter Link
Other Links
Please ensure I have shared access to:
If you are working with Ellen Warren invite ellen@wingedgodscreation.com If you are working with Marc Shade invite marc.alan.shade@gmail.com If you do not have a Google Account created, we will create one for you and give you access once its set up.
Google Analytics
Google Search Console
Google Maps (formerly Google My Business)
Sales/Marketing CRM
Ads Managers
General
How many products and/or services do you sell?
Do you have a specific way of suggesting more services or products to your customers to buy or use?
Example: A customer might buy products or services in a specific order, prompting suggestions for further items that enhance the original purchase.
Yes
No
How do you suggest more services or products to your customers to buy or use?
Why do you do what you do?
What are the underlying motivations, reasons, and purposes for your business? Some other qualifying questions might help: What are your core values? What are your goals and aspirations? What are your biggest needs and desires? What influences your beliefs and behaviors? What are your habits and routines? What are your strengths and weaknesses? What are you proud of? What are you working on improving? What are your hopes and dreams for the future?
How do you explain what you do when you meet strangers?
Examples: Software engineer: "I help people build the websites and apps that they use every day." Teacher: "I help students learn and grow." Doctor: "I care for people and help them stay healthy." Nurse: "I provide care to people who are sick and injured." Social worker: "I help people who are struggling with difficult life challenges."
How do you explain what you do when talking with a potential customer or client?
Examples: Software engineer: "I help businesses build custom software solutions that meet their specific needs. My goal is to help them automate their workflows, improve their efficiency, and grow their bottom line." Teacher: "I help students develop the skills and knowledge they need to succeed in school and in life. My goal is to help them become lifelong learners and productive members of society." Doctor: "I diagnose and treat diseases and injuries. My goal is to help my patients get better and live healthy lives." Nurse: "I provide care to patients in hospitals, clinics, and other healthcare settings. My goal is to help them recover from illness or injury and maintain their health." Social worker: "I help people who are struggling with difficult life challenges. My goal is to help them improve their quality of life and overcome their challenges."
Tell me about how your business works.
I sell products online.
I sell courseware.
I sell an "info product".
I sell wholesale.
I run an agency.
I offer expert advice.
Other
How many of your sales are new versus repeat?
What is each customer worth to your business in dollars ($)?
Customer Lifetime Value (CLV) is a crucial metric for businesses as it helps estimate the total revenue a company can expect to earn from a customer over their entire relationship. CLV = (Average Purchase Value × Average Purchase Frequency) × Average Customer Lifespan. This is more so for subscription-based companies like SaaS or E-commerce. But it's still helpful to answer for other business models.
What kind of marketing strategies have worked for you in the past?
What are the things you know you have to do?
Be honest with yourself about what you want to achieve. Consider your values and priorities. Think about the things that are most important to you. Talk to people who are already doing what you want to do. Set realistic goals. Break down your goals into smaller steps that manifest actionable items.
How many hours per week do you work on average?
How many hours do you spend on sales in your business?
How many hours do you spend on marketing in your business?
How many hours do you spend on product delivery in your business?
How many hours do you spend on team management and HR in your business?
How many hours do you spend on administration in your business?
Purchase the Marketing Toolkit
DIY Marketing Toolkit
Price:
Contact Info
First Name
(Required)
Last Name
(Required)
Email Address
(Required)
Payment Info
Credit Card
Get in Touch
What sort of project(s) are you interested in?
Project List
Add me to your mailing list
I'd like to request a proposal for services
I have a question about a course
I have a question about marketing
Where can I reach you?
Name
Email
What would you like to discuss?
Message
Send