Application Questionnaire
IMPORTANT
: Your Smartify Strategy Session Time/Date is PENDING…
To secure your spot, we require a completed application to ensure we can assist you.
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First Name
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Last Name
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Email
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Mobile Number
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How long have you been in business?
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CoD member referral
Word of Mouth
Ontraport Experts page
Social Media
Google
Other
How do you classify your core offer?
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Yes
No
Stage of your business development?
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I manage my operations with spreadsheets and to do lists.
My tasks are growing faster than my revenues.
My team isn’t on the same page and clients are falling through the cracks.
I’m receiving too many client complaints about tech issues.
My course platform doesn’t do what I want it to do.
I want to grow my sales team.
I’ve been disappointed by the tech consultants I’ve hired.
I’ve reached a plateau with the systems that are in place.
I get overwhelmed by systems and technology.
Briefly describe the challenges your business is facing.
Pick as many options as is applicable. (Hold the Cmd or Ctrl key on your keyboard and select your challenges)
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$250k + monthly revenue
$5k - $25k monthly revenue
$25k - $100k monthly revenue
$100k - $250k monthly revenue
Stay where I am
What is your income goal for the next 12-18 months?
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What is your dream for your business? How big do you want to get? What lifestyle do you want it to provide?
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Have access to the financial resources to invest in scalable business infrastructure.
I don’t have any financial resources at all & I’m going to keep going at it alone.
Right now I...
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I would jump at the opportunity to work with a competent and experienced team to have the peace of mind of getting this handled correctly.
It would be a stretch, but I know that with the freedom to focus on growth, I can generate an amazing Return on Investment.
I would turn down the offer because I want to do things as cheaply as possible and I’m looking for a bandaid solution. (Please do not complete your booking if you are not ready to commit to growth.)
The investment for our projects start at a minimum of $3,500. Should we be a good fit, are you prepared to make this investment into your business systems?
Please tick to confirm:
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You understand that there is no obligation to become a client - but if you're not in a position to invest, please allow this session to be booked by someone who is.
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We don't work with negative or difficult people, tick here to confirm you are awesome to partner with and are making a truly positive impact in your clients’ lives.
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