ON-BOARDING QUESTIOMMAIRE

Pre Deep Dive Questionnaire – To be completed before
your Profitable Sales Funnel Certification


Before submitting this form, please ensure that you have completed
all the steps and check each box.

Filled out required company information

Gave all required passwords and usernames

Filled out all required information regarding special considerations

Have identified other key aspects of your business that may be relevant

Have identified any streaming/recording/AV requirements and relevant information

Technology Stack Report

I understand and agree to the expectations outlined in the “Setting the Expectation” document attached at the end of the

What Is The Current Domain You Wish To
Have Us Work On?


Please Identify 3 Sites that best represent your style preferences.





Name 3 Sites That You Consider To Be Your Direct Competition:




Describe your Ideal Customer(s)?


 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?

Describe Your Sales Cycle


How long is your typical sales cycle?

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

What is their annual sales/income?

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

Which sales funnel do you wish to improve?