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Strategy Plan Builder

Client Information

Please enter key details of the client below, and be sure to double check for any typos.

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Business Challenges & Goals

Whilst carrying out the call, select observations you see that are risks for the business. This will automatically populate the list of goals.

Key Observations

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Key Observations

Initial 90-Day to 6-Month Goals

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Initial 90-Day to 6-Month Goals

1

Full confidence in your new offer and price point.

2

New funnel implemented with call booking strategy.

3

Much more consistent lead generation coming from organic marketing efforts.

4

Full confidence in new chat process implemented and booked a minimum of 10 calls.

5

Know with 100% conviction that your service is worth what you are charging.

Additional Goals (if necessary)

Offer

Next, it's time to build out the new offer. Please select all challenges with the offer.

Currency

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Current offer challenges (select all that apply)

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What is the approximate amount they are charging per month?

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Client's confidence in charging more?

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Client's confidence in charging more?

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Zero confidenceFull conviction

Build New Offer

When deciding a new offer, please select an offer that the client feels stretched but not too much. We want to set an offer that is realistic, but achievable.

First 3-Month Investment

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Backend Monthly Reoccurring

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New Offer

Upfront: for the first 3-months and then into per month.

Split Payment: x2 (second payment at 30-day point) for the first 3-months and then into per month.

Payment Plan: per month for the first 6 months and then into per month thereafter.

Prescriptions

Please select the focus areas that the client needs help with. In each focus area, there is a list of trainings to select below and prescribe to the client.

Focus Areas

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Focus Areas

Niche

Marketing

Sales

Chats

Team

Delivery

Mindset

Finance

Priority

Please order the focus areas in the priority that you want them to work through the areas.