Name
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First Name
Last Name
Email Address
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How would you describe the purpose that your business has in the lives of your clients ?
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Do you have a Mission statement that helps in guiding your decisions as a business owner and in describing your practice to possible clients?
If so, please list your Mission statement here.
Describe the changes, updates, and growth you would like to see in your business within the next 12 months.
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Items to consider:
Your Client Roster, Daily Schedule, Responsibilities, Earnings, Location(s), etc
In as much detail as possible, describe your current niche client (aka client avatar, aka ideal client profile).
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Consider the following factors:
Demographics: (Age, Sex, Address/Location - Own or Rent?)
Shopping Habits: Where do they shop? Groceries? Clothes? Browse? Learn Trends? E-shopper?
How does your client typically locate and select businesses like yours ?
Facebook? Twitter? Instagram? Snapchat? Pinterest? LinkedIn? Other Social Media?
How do they gather news? Subscriptions (news, magazines, online, podcasts, etc)? What blogs do they follow?
Goals: Personal and Professional
Fears, Challenges, Passions
How can your business best serve them?
Name the leading three competitors you have in competing for the niche client described above.
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List the differentiators for your practice that help in guaranteeing that your niche client selects your business over going to one of your competitors.
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Other than personal training sessions, describe the additional products or services you offer to your clients and how does your business profit/benefit from these offerings?
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How many hours a week are you currently setting aside for the following: A - Creative thinking around new business development. B - Running your business (billing, invoicing, scheduling, etc) C - Marketing your new business
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Please list currently active social media for you and your business.
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What forms of social proof do your currently have on your website and in your marketing?
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(i.e. testimonials, before-after pics, videos, progress charts for clients, etc)
On a daily, weekly, monthly or annual basis, what are you currently doing to show appreciation to your clients for their continued trust and business?
How do you currently acknowledge clients for achievement of their goals or milestones?
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Do you currently offer an organized Referral Reward Plan to your current clients that refer a friend or family member to your practice?
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Do you currently track your income and expenses in a monthly and/or annual Profit Loss statement?
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Do you currently use this Profit Loss statement for forecasting future growth and development of your practice on an annual basis?
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Yes
No
Do you know how to save for your first year of taxes as a sole proprietor and start paying quarterly taxes?
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Do you currently save your receipts for tracking business expenses and write-offs?
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What purchase plan options do you currently offer to your clients?
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(i.e. Single sessions, Ten Packs, Monthly Plans, etc)
What options of payment do your currently accept from clients?
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