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Onboarding Questionnaire – General
Onboarding - 1. General
Business Name (official and trading as/DBA)
Business Mailing Address
Address Line 2
State / Province / Region
ZIP / Postal Code
Antigua and Barbuda
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
British Indian Ocean Territory
Central African Republic
Congo, Democratic Republic of the
French Southern Territories
Heard Island and McDonald Islands
Isle of Man
Korea, Democratic People's Republic of
Korea, Republic of
Lao People's Democratic Republic
Northern Mariana Islands
Palestine, State of
Papua New Guinea
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Sao Tome and Principe
South Georgia and the South Sandwich Islands
Svalbard and Jan Mayen
Syria Arab Republic
Tanzania, the United Republic of
Trinidad and Tobago
Turks and Caicos Islands
US Minor Outlying Islands
United Arab Emirates
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Marketing Coordinator Name
Marketing Coordinator Email Address
Your Business' Website Address
LinkedIn Profile Link
Facebook Page Link
Please ensure I have shared access to:
If you are working with Ellen Warren invite firstname.lastname@example.org If you are working with Marc Shade invite email@example.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 Search Console
Google Maps (formerly Google My Business)
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.
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.
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?
Winged Gods Creations
2 Acre Studios
Username or Email Address
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DIY Marketing Toolkit
Get in Touch
What sort of project(s) are you interested in?
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?
What would you like to discuss?