Profit Planning Session Call Request Step 2
Perfect - you are one step closer!
We just need a few details so that we can get to know you and your business better. We want to make sure that you'll be eligible to truly benefit from the strategies provided in the Path to Increased Profitability Program. For example - a business that has been going strong for 3-5 years and has a minimum of $1 million in revenue will be better able to implement the strategies and get a higher return from the program. We want what's best for your bottom line!
First Name *
Email *
Do you regularly pay yourself, yes or no? *
How many employees do you have? *
Just me
1-5
6-20
more than 20
Who is your target market? *
What are your annual sales? *
Less than $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
More than $5,000,000
What are your estimated total expenses each month? *
How many bank accounts does your business have? *
How many credit cards does your business have? *
Are your taxes up to date? *
Yes
No
If no, when was the last time you filed? *
Do you currently have an accountant? If yes, please name *
Do you think of a coach or financial professional as a valuable team member in your business?
Answer yes or no and why
What is your single biggest challenge with your business? *
Are you willing to invest a reasonable amount of time, energy and/or money to solve the issue you've referenced above?
Yes
No
On a scale of 1-10 (with 10 being the highest), how urgently important is it for you to get this solved...and why?
Answer *
Are you willing to allow us to take a look at your tax returns and financial statements? *
Yes
No
In a few sentences, please tell us why you will be an extraordinary client. In other words, why would we be crazy not to accept you into our program?
How you'd be extraordinary...
Submit