Step 1 of 6 16% Complete this form during or before Momentum Session to assess the current situation and outline program to get client results quickly. Each session will tabulate a total score higher or lower based on the current state of the business.Email* First Name* First Last Name* Last The name of your business* Lifestyle Vision Intention This section will access how prepared you are to design your business to serve your life, intentionally and the ability to make strategic decisions.How do you want your business to serve your life?*Use the space below to describe how you want your daily life to look like. What do you want your business to empower you to do personally and professionally? The clearer you are the easier it will be to design your business to deliver this result. Value And Positioning The purpose of this section is to access how you currently position yourself as an expert and identify opportunities to convey the value of your expertise during the sales process and projects.Do you have any client sites or projects you’ve designed start to finish that are live right now?* Yes No Do you have any high profile clients you’ve worked with or for?If no, then leave answer blank. If yes, who are they? List them below. We will strategize if it makes sense to incorporate these into your sales process and marketing material to get you more business quickly.If you had to pick 3 projects/people you've worked with/on that could be used to position your services, make you stand out as an expert, and justify the price of your services, what would they be?If none, leave blank. If yes, list each below. We will strategize if it makes sense to incorporate these into your sales process and marketing material to get you more business quickly.What opportunities are available to you that you haven't capitalized on, and that if you did would deliver big results and move you closer to your vision in less time?If none, leave blank.On a scale of 1 - 10 how satisfied are you with how you’re currently conveying “expert status” to clients?1 = I don't do that at all 10 = That describes me perfectly 1 2 3 4 5 6 7 8 9 10 What is your businesses' current UVP?Unique Value Proposition. Type it below. If none, leave blank.Have you defined your niche(s)? What are they?Enter them below. If none, leave blank.Do you know what your sub-specialty(s) is/are?Sub-specialty is something you offer in addition to your services that is valuable to your ideal client and justifies your prices. If no, leave blank. Pricing And Services Get a handle on your current pricing situation. How you think about pricing, your level of confidence in relation to the value of your services, and how you present your services to justify your prices to your client. On a scale of 1 - 10, how does this describe you: "All of my services are engineered to solve my clients' problems. I know exactly what I offer and how it will positively impact my client's business and life. I keep that top of mind when I talk to my clients and propose my services as the solution to their problem."*1 = I don't do that at all 10 = That describes me perfectly 1 2 3 4 5 6 7 8 9 10 Have you identified the minimum threshold price you need to charge for each service to (a) be profitable (b) feel adequately and fairly compensated for each service?* Yes No Do you know how many hours each service takes to complete with the profit threshold you want?* Yes No On a scale of 1 - 10, how accurately does this describe you: "I feel confident when I give clients my prices and I don't lose sleep at night if they say 'no' to my prices because I know what my services are worth.*1 = I don't do that at all 10 = That describes me perfectly 1 2 3 4 5 6 7 8 9 10 Have you identified a public price and a special price for each of your services?* Yes No On a scale of 1 - 10, how well are you speaking to the desires and goals of your ideal client in the positioning of your services or how you approach the sales process?*1 = I don't know the desires and goals of my ideal client 10 = I am aware of my clients desires and pain points and I've framed all my services from that perspective - I am a sales legend 1 2 3 4 5 6 7 8 9 10 Have you identified what your three 3 tier website packages will be and the result they will deliver your ideal client?* Yes No Do you know what to include in each tier package and what is an ala carte upgrade?* Yes No Other What are all the service "categories" you currently offer?* Web design Web development Print Design Copywriting Advertising Marketing services Brand collateral Logo design I don't know yet Other Do you currently offer monthly maintenance services or have plans to offer them in the future?* Yes No Based on your goals and vision, what sounds more compelling to you: a retainer model or a word of mouth referral system?* Retainer Word of mouth Neither Website Let's identify the current state of your website and the role it plays in growing your business, and how to leverage it to fast track your results.What is your website URL?If you cannot answer this question, leave blank. On a scale of 1- 10, how well are your services presented and packaged to the needs of your niche or ideal client and organized on your website?*1 = Not at all 10 = It's perfect 1 2 3 4 5 6 7 8 9 10 Is there an intuitive way to take people from landing on our site, viewing your services, and contacting you for a sales call?* Yes No Do you have a portfolio of existing work live on your website?* Yes No Do you have client testimonials featured on your website?* Yes No Do you have a "website design and development packages" sales page on your website?*This is the page that your tier website packages are featured on. Yes No Do you have your Tier website demos live and linked to you website sales page?* Yes No Have you created your public proposals for each service and have a page for each on your website?* Yes No Systems And Templates Assess your current ability to complete projects quickly, manage client expectations, sell projects effectively, follow up with and acquire leads, and how prepared you are to facilitate and deliver predictable and repeatable results that are valuable to your ideal client.Which platform do you typically use or plan to use to build and deliver your websites?* WordPress SquareSpace Wix DreamWeaver (or comerable) Custom solution Other Do you have a web host that is ready to build and deliver client projects?* Yes No Who is your web host?In none, leave blank Have you created your tier templates and use them to start every project?* Yes No Do you have a project timeline, system, or process clients go through for any of your services?*Example: New website project starts with a questionnaire, includes 3 walkthroughs during development, and a site hand-off meeting once site is live, and then a 30-day support period after launch. Yes No Do you have project management software to manage and delegate tasks and take a project from start to finish?* Yes No What is the name of your project management software?If you cannot answer this question, leave it blank What is your current or anticipated monthly budget for project management software?* I do not plan to use project management software $12 - $30 $30 - $50 $50 - $85 $85 + Not sure yet Do you have systems set up to invoice and receive payments from clients?* Yes No Other On a scale of 1 - 10, how satisfied are you with the current system you use to invoice and receive client payments?*1 = Not satisfied 10 = Totally satisfied 1 2 3 4 5 6 7 8 9 10 Do you have a clearly defined fee schedule for every service you offer? What is it?If not, leave this blank. Is your fee schedule explained clearly during the invoicing process so there’s no chance for miscommunication about when payment is due?* Yes No Do you currently have or use a CRM?*CRM = Customer Relationship Management. It automates the communication with clients and facilitates project completion and sales processes. Yes No Based on your business goals and vision, is having a CRM an important component to successfully reach that goal?* Yes No What is the name of the CRM you currently use?If not using a CRM, leave blank. What is your current or anticipated monthly CRM budget?* I do not intend to use a CRM $10 - $25 $25 - $40 $40 - $75 $75 + Not sure yet Do you currently utilize questionnaires to kick off your projects?* Yes No Do you have a process in place to acquire new clients, retain existing clients, and/or incentivize word of mouth referrals?* Yes No CommentsThis field is for validation purposes and should be left unchanged.
