Business Name*

Your Name*

First Last

Are you the Founder/Owner?*

# of Employees (full time):

# of Contractors (regular):

What is your PRIMARY product/offering? (in 1 sentence):*

2019 Revenue:

Average # of "units" you sell per month:

List the CRM/Automation tool & Marketing tools you are using?*

add a new line for each one.

Collecting Leads

Leads are the lifeblood of new business, revenue, and future raving fans. They are one of your business's most important growth levers. (but not the only one, and contrary to what many entrepreneurs think, maybe not the most important one...)

We are crystal clear on our target customer and the best channels to find them?*

hint: you could answer this a '4' if you can describe that ideal customer in 1 sentence and the top 3 channels you find them without hesitating.

We use compelling lead generation content and activities to attract great-fit customers.*

hint: you could answer this a '4' if you can name your top 2-3 lead generation activities or content assets that convert traffic to leads at a rate you're satisfied with.

We have systematic ways to capture leads across all our relevant lead generation channels.*

hint: you could answer this a '4' if you have intake forms, landing pages, or manual input processes that put 100% of new leads into a single database where you quickly follow up without fail.

Converting Clients

Converting Clients is why you're in business. You have a great solution for your ideal customers, and in exchange for that solution, they give you money. The better the solution and the bigger the problem, the more you can charge. The more customers you reach and help, the more revenue and growth for you.

But here's a fact about business, only a small fraction of your perfect customers are going to work hard to become your customers. You have to LEAD them there by educating, engaging, and extending them a compelling offer to buy.

Let's see how you're doing in these areas and where you can make more mullah, and make more people happy >>

We effectively engage and educate leads with high-converting content and follow-up activities.*

hint: you could answer this a '4' if you have content (emails, videos, messages, training etc.) that your leads open, read, view, interact with and that predictably drives the conversion of warm leads to make buying decisions.

We craft compelling purchase offers that we intentionally introduce to hot, qualified prospects.*

hint: you could answer this a '4' if you "package", "bundle", "brand", "productize", or "stack" your products/services to be more intriguing and enticing for a prospect to buy "now" rather than any other time, and you are intentional about what criteria, behavior, or activity qualifies a lead to be ready for you to make an offer to purchase.

We have a systematic sales process that converts prospects to customers and follows up with cold deals.*

hint: you could answer this a '4' if you have designed and track all prospective "deals" through a consistent, step-by-step process based on your perfect customer buying cycle so you know where prospects are in each stage, how much revenue you can predict from that pipeline, and that you have a systematic follow-up for cold deals and bounced check-out carts/pages.

Creating Fans

Creating fans is where the "Cycle" takes effect in "Lifecycle Marketing". People do business with people and brands they know, like, and trust. All the steps to this point in the customer journey are how you increase and accelerate your leads to know, like, and trust you so they become customers.

The "Create Fans" phase is where you have the opportunity to let your happy customers do that work for you now. When your customers have a great experience with your products and services, they buy more, buy again, and tell others.

When someone is referred to your company by their friend who they already know, like, and trust, well they don't need to be targeted, attracted, captured, engaged, or offered nearly at all. They just skip the line and are ready to become your customer.

Creating Fans is often the most overlooked part of the customer journey, and the good news is that it's the easiest and least expensive way to grow your business. Ready to see how you're doing? >>>

We designed a systematic process to deliver our product/service the same way to every customer.*

hint: you could answer this a '4' if you have an automatic, consistent process that initiates the new customer product delivery, allows you to track exactly where they are in that process, and doesn't take any unnecessary manual work.

We have designed ways to intentionally deliver unexpected and delightful experiences to customers.*

hint: you could answer this a '4' if you have pre-defined, consistently executed moments and tokens of extra appreciation or anticipation of customer need before they voice them. The type of moments and gestures that make them say, "wow".

We consistently multiply customer value by getting them to buy more, buy again, or tell others.*

hint: you could answer this a '4' if you have implemented intentional upsells to increase total sale value, create relevant automatic re-buy or renewal offers or subscriptions, or have deliberate ways to invite, capture, and promote advocacy, testimonials, and referrals.