Take Action Prep Form | Happiness Matters

To ensure our time together is best used to serve your needs and to ensure we are good fit, please answer these questions. *indicates the question is required. The remaining, while optional, help me to better understand how I can best support you.

Take Action Strategy Session Application Form

Name*
First Last
Email*
Cell Phone (for reminders only) TAKE NOTE: Your call will take place at https://happinessmatters.com/zoom*
Date*
MM slash DD slash YYYY
Website:
What made you schedule your strategy session call with me (and how did you hear about this)?*
Tell me about yourself and your business. What do you do? Are you married? kids? What is your life & business like right now?*
What do you offer and what is the price point?*
Do you have any lead magnets or funnels already in place?*
What is your current average monthly revenue?*
What shift would you like to see in your business in the next 90 days? What is your goal?*
What do you feel has stopped that from happening? I.e. What are your most pressing challenges and biggest struggles you're having in growing your business that have driven you to seek out support. Please be as specific as possible. Time, Money, Happiness? all three?*
What level of support do you think you need to help you achieve your goals?*
What do you think would be possible if you could have the support you need in order to meet your goals?*
What is your ultimate goal/dreams? [lifestyle / business / health / level of income / relationship], what would that look and feel like?*
Do you have the FINANCIAL RESOURCES to invest in the support you need to achieve your goal? (pick one)*
- YES - I have the financial resources to invest in achieving my goal
- Money is tight but I am resourceful and will find a way
- NO, I do not have the financial resources to invest in achieving my goal.
On a scale from 1 - 5, how committed are you to growing your business and elevating your success? 1 = Not very committed. 5 = Completely committed.*
Please enter a number from 1 to 5.
Are you, or have you ever been, involved in any other coaching programs? If so, which ones?*
Is there anything else you would like me to know before our consultation?