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CONSULTATION CLIENT COMPLETION FORM
Name
*
First Name
Last Name
Email
*
Website
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How long have you worked with us?
*
Please list your original challenges and pain points
Please check all of the areas and topics discussed during your time with us:
1 - Ideation brainstorming
2 - Messaging assistance
3 - Pricing guidance
4 - Restructuring products and services
5 - Clarity support
6 - Vision casting
7 - Negotiation assistance
8 - Contract negotiations
9 - Customer journey development
10 - Funnel Creation
11 - Process optimization
12 - Strategic planning
13 - Retail space optimization
14 - Location walk-throughs
15 - Publishing support
16 - Production assistance
17 - Exclusive interviews and brand stories
18 - Retreat planning
19 - International Speaking
20 - Brand positioning
21 - Hosting retreats
22 - Scaling to first million
23 - Breaking out of the box
24 - Personal development and empowerment
25 - Process refinement
26 - Team building
27 - Recruiting support
28 - Organizational structure planning
29 - Short-term and long-term goal forecasting
30 - Branding services
31 - Live events
32 - Live training
33 - Franchise sales training
34 - Team training and development
35 - Creatve direction for production
36 - Headshots and media kit packages
Please list your accomplishments, achievements and areas of improvement
How would you describe working with us?
Please describe your next steps or areas of focus for your brand
Please provide your client testimonial here
Thank you!