We're excited about the potential of working with you. This is a simple and short 3-step application process that will help us determine if we're a good fit for each other.
Welcome to Step 1. We'll start with the super easy questions... ;)
More specifically, how did you get to this page? Maybe you saw an ad, somebody referred you, you heard us speak at a conference, you just found our site online, etc...
Next up, just a couple questions about what you're looking to accomplish.
In other words, what are you looking to change? Meaning, if we fast forward into the future, and everything has gone exactly how you want, what has happened? The more detail here the better. :)
Typically there’s one or more challenges, or opportunities (or both) that come up that prompt people to reach out. What is that for you and why is important to address it now? In other words, why didn’t we have this conversation 6 months ago? And/or why are we not waiting to have it 6 months from now?
There are lots of options to get help these days. What prompted you to fill out this application to consider working with us specifically? In other words, what is it that makes you think that working with us might be a great fit for you?
See? Told you it would be easy. ;) On the next page you'll submit your answers and officially start your application.
Okay, welcome to Step 2. First thing we want to do is better understand what you sell and then we'll look at some of your numbers. Shouldn't take more than 2-3 minutes. Cool?
Sometimes multiple choice questions don't quite tell the whole story. This is your chance to explain anything you want to about what you sell. Click Yes below if you have more to say. Or click No and we'll keep moving along.
Use the field below to tell us anything you think would be good for us to know about what you offer.
Just so we're on the same page, when we say "selling" we mean actually taking someone's money :)
Just like before, sometimes multiple choice questions don't quite tell the whole story. Here's your chance to tell us the rest of the story. Click Yes below if you have more to say. Or click No and we'll keep moving along.
Great job! Just one more step to go! So you probably know the drill by now, but just in case, here goes. On the next page you'll submit your Step 2 responses and then we'll move on to Step 3. Ready... Set...
Almost done! Just have a few quick questions about your team, and then a couple about the software you use. This will probably take about 2 minutes.
This includes you but does NOT include contractors (we’ll get to them in a second).
For the purposes of this question, "regularly" means pretty much every month. In other words, not looking for the contractors or vendors you use once in a while. :).
Maybe you just hired someone, or you're about to hire someone. Or maybe somebody just left or is about to leave. Any other details you think we should know. Click Yes below if you have more to say. Or click No and we'll keep moving along.
Feel free to list more than one tool. For example, your answer could look like: "Keap, Kajabi & Excel" Or it could look like: "FreshBooks, ActiveCampaign & Thinkific" Or it could even just be: "PayPal, Excel and Gmail"
Feel free to list more than one tool. When we say prospects were talking about your sales pipeline, or your “deal” pipeline. It’s the place where you keep track of the people who are seriously considering giving you money. List the tool(s) you use below and it’s totally fine if they’re the same as the tools you use to manage your clients.
These are going to be your lead capture/landing page tools and your email tools (for broadcasts and auto-responder sequences and stuff).
You know the drill... ;) Click Yes below if you have more to say. Or click No and we'll keep moving along.
Just 2 more clicks and we'll be ready to schedule your call.