Systemize your Business STRATEGY SESSION INTAKE FORM Kindly complete and submit this form at least 48 business-hours before our session It should not take longer than 5-10 minutes to complete. Thank you for your time. Name Surname Email Please tell me more about your business: What is the ONE thing you are an expert at: What is your biggest business challenge at the moment: On a scale of 1-10, how overwhelmed do you feel daily and do you have clarity and control over your days? How much energy do you have? How many hours do you work every day? How is your Time Management? What stops you from having a structured business with systems, strategies and processes that work for you and free up your time? What would it mean to you if your business is fully structured/streamlined and works for you so that you can focus on growing your business? Do you currently have a team that work for you / do you outsource certain tasks? How big is your team? Please tick down the below tasks that YOU as the CEO currently fulfil in your business that YOU do: Time Management Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Network, Nurture & Relationship Building on Social Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Lead Generation (Lead Magnet) Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Email Marketing Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Copywriting Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Social Media Content Creation Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Social Media Management Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Website Build & Manage Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable SEO Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Funnel Design Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Branding Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Paid Advertising Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Passive Income like Affiliates Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Sales Calls Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Launches Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Product Development Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Track Analytics Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Free Training and Free Value Every Day Some Days Never (It is Automated) Never (It is Outsourced) Not Applicable Other tasks YOU do in your business: Does your business have SOP's (standard operating procedures)? Yes No Does your business have Templates/Swipe Files you can duplicate? Yes No Does your business make use of a Project Management System? Yes No Does your business make use of automation systems for Social Media? Yes No Does your business make use of a LMS (learning management system)? Yes No Does your business make use of a CRM (customer relationship management) system? Yes No Does your business make use of a business management system? Yes No Please share your website and social media links: Submit Facebook-f Instagram Youtube Linkedin Pinterest
