Done with You Coaching Program Intake Survey

Hello! Thank you for your interest in joining my Done With You Program. It was to help entrepreneurs who needed my help. However, I no longer have the capacity for the Done For You Service I previously offered. I have helped clients reach substantial financial goals and I wanted others to experience similar results.

The way this program works is that you and I meet weekly for 1 ½ hours doing the work I would normally do for you, if you had the Done for You Service. We not only discuss strategy, but more importantly, what to do to get work done. You do the work, with me guiding you through the processes. There will also be times when you’ll need to do work outside of our sessions. You’ll be given specifically what to do.

Every session will be recorded so that you can refer back to our sessions.

This is a commitment of your time and money. And I only take a limited amount of clients for the Done With You Coaching Program. Please carefully think through what your goals are and if you’re willing to “go all in” and move your business forward.

If you believe you are, then please complete the application below.

Thank you!

First Name

Last Name

Email *

Phone *

Business Website *

Please provide links to your business's social media profiles (e.g., Facebook, LinkedIn, Instagram): *

Briefly describe your business and the products/services you offer: *

How long have you been in business? *

What are your financial business goals for the next 6-12 months? *

What is your current monthly revenue? *

What are your biggest challenges in growing your business? *

How do you get new customers/clients? *

What marketing strategies do you use? (e.g., social media marketing, email marketing, paid advertising) *

How do you engage with your customers/clients? (e.g., newsletters, social media interactions, customer service) *

How do you measure the success of your business? *

What type of professional development or courses have you completed? *

What specific outcome(s) are you hoping to achieve through my Done With You Coaching Program? *

How comfortable are you with using technology and digital tools to help you get things done in business? *

Please describe your current team structure (if applicable): *

Is there any other information you think would be helpful for me to know about your business or your goals? *

There is a sizable investment to participate in the Done With You Coaching Program. We will discuss specifics, if we both agree that we’re a good fit for one another. If a $5K investment is not within your budget, please do not submit the application. Note: Payment plans are available. *

YES I understand, and have the budget.

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