OBQ 2017-11-01T16:29:13+00:00


What would your Ideal site look like?

Please give us some information regarding your competitors and sites you find attractive.

Describe your Ideal Customer(s)?

Please provide some detailed information about your target market.

Describe Your Sales Cycle

Please provide some detailed information concerning your typical sales process.

What marketing Strategies Do You Employ?

Please provide details answers to the following questions concerning your marketing current tactics.

Critical information We Need To Move Forward

Please include ALL the following information. Rest assured this form is 100% secured and none of your information can be compromised.

  • Your Website
  • Customers
  • Sales
  • Marketing
  • Logistics

Please Identify 3 Sites that represent your style preferences

Site 1


Site 2


Site 3


Name 3 Sites That You Consider To Be Your Direct Competition

Site 1


Site 2


Site 3


Customer Information

What products/services do they buy from you?

How did they find you?

What is their annual sales/income?

What conferences would your ideal customer attend?

Here are they located? Male/female? Age demographic?

What is the average spend of your typical client?

Please provide answers to all the following questions

How long is your typical sales cycle?

Do you upsell? (i.e. renewals, new services, re-occurring commissions, etc)

What is your annual sales/income?

Which product(s) or service(s) generates the most revenue for you?

Which sales funnel do you wish to improve? How?

Please provide answers to all the following questions

Which Best Describes Your Current Sales Model?

What lead tactics are you currently using?

What are your current sources of digital bribes?

Which one converts best right now?

What fulfillment tactics are you currently using?

Once You Have The Lead In Your Bucket, What Normally Happens?

Which of those tactics are performing best?

Company Information

Company Name:

Company Website URL:

Hosting Information

Hosting Account Company (Ex: GoDaddy, SiteGround)

Hosting Account Login URL

Hosting Account Username

Hosting Account Password (Secure)

CPanel Username (if exists)

CPanel Password (if exists)

Google & Facebook

Google AdWords Account ID

Google Analytics Account ID

Facebook Advertising Account ID

We will send you a request to grant us access to the above accounts account. Please accept them.


Login URL



Other Relevant Information

Please include any other relevant information here including password and usernames to other software and services.


Please identify the number of employees [people in total] that will be attending the training

Please identify any food allergies of other eating requirements among your attendees

Please identify any required special considerations for your staff or yourselves

Please identify any transportation requirements (if needed)


Please Provide Full Names and Titles of attendees for Name cards and Certifications: