Client Onboarding Assessment
Before you learn about and implement the Million Dollar Client Onboarding System, it’s important to identify where you are in your business, the goals you have, and the tech stack you are using. The system can be altered based on how you answer the questions in the assessment.
Client Onboarding Assessment
Question 1 of 8.
What’s your long-term revenue goal?
Question 2 of 8.
What does that amount per month mean to you? What's different when you achieve that vs. today?
Question 3 of 8.
What’s your business model? (1:1 Coaching, group coaching, etc…)
Question 4 of 8.
What is the email marketing platform you use?
Question 5 of 8.
What led you to choose that software?
Question 6 of 8.
Do you have a members area? If yes, what is it hosted on or how do you deliver your training?
Question 7 of 8.
Do you offer a community? If yes, where is it hosted?
Question 8 of 8.