Your name *

Name of your business *

Phone *

Email *

How do you currently get most of your clients?

Social media, Google, ads, referrals, etc.

On average, how many leads come to you per month?

What are your main offerings?

(single sessions, packages, boarding, board & train, online programs, etc.)

What is the average conversion rate from assessments -> paying client? (%)

On average, how much do clients spend with you over their lifecycle? (Lifetime Value)

What does a typical client journey look like?

From the moment they find out about you, what process do they go through?

Do you collect client emails? If so, what is the size of your email database?

Approximate number of emails

Do you currently engage in any email marketing?

Newsletters, referral campaigns, promotions, etc.

What's the biggest challenge you face in growing your business right now?

Where do you want the business to be in 2–3 years — more clients, higher prices, a team, multiple locations?

What would make you confident enough in a marketing partner to actually invest in them?