PLEASE COMPLETE THIS FORM IN PREPARATION FOR YOUR ONBOARDING INTO THE

PREMIUM SALES INTENSIVE 12-WEEK PROGRAM

First Name *

Last Name *

What is your role in the business? * *

What is your biggest challenge when it comes to sales? * *

Do you have a clearly defined sales process in place? Can you describe it? *

Are there any steps in your sales process that seem inefficient or redundant? *

Are your sales team members following the sales process consistently? *

Do you have a process for qualifying leads up front? * *

Are there any areas where leads are falling through the cracks? *

If you've tried to increase sales recently without success - what have you tried? *

What is your current monthly revenue? *

Are there any mindsets or fears that are keeping your team from the desired goals? * *

How many people are on your team? (include contractors, VAs, part-time and full-time team members) *

Are you currently utilizing any sales or marketing tools? If so, which ones?

How frequently are you and/or your team meeting sales goals? *

45%

25% or less

65% or more

Do you have a signature offering? Can you share the details including price point?

What is the process after a lead is generated that ensures conversion? *

Do I have a system in place for tracking and analyzing sales performance metrics? *

Are there any opportunities for automation or streamlining in your sales process? *

How many sales appointments are set per day/week/month? *

What is your sales closing ratio? If you target 10 prospects, how many will you close? *

What do you do with the prospects you don’t close? *

On average how long does it take, from connection to close, for you to welcome a new client into your business? *

1-30 days

30-60 days

60-90 + days

What is the “lifetime value” of your typical client or customer (i.e. how much revenue will he/she generate for you over the entire period he/she is likely to do business with you)?

Do the majority of new prospects (at least 80%) contact you first rather than you initiating contact with them?

What are the most effective marketing strategies you've used to acquire your existing customers clients? Please provide a list below, rank them in order of effectiveness (from best to worst) and indicate what percentage of your existing customer base came from each source.

Are there any areas where additional training or support may be needed for my sales team? *

Are there any opportunities for improving communication and collaboration among sales team members? *

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