Docstoc

CLIENT INFORMATION

Document Sample
CLIENT INFORMATION Powered By Docstoc
					                         Platinum Mastermind
                                         Decisive action. Sacred support.

Confidential Client Information
Please List Your Full Contact Information
Today’s Date ____________________________                            Phone ________________________________

Name ________________________________                                Mobile Phone ___________________________

Company Name _________________________                               Fax __________________________________

Street Address __________________________                            Email _________________________________

City/Town _____________________________                              Website _______________________________

State _________________________________                              Assistant Name __________________________

Zip Code ______________________________                              Assistant Phone __________________________

Country _______________________________                              Assistant Email __________________________

What is your birthday? (Month/day):


Please take time to answer the following, typing your answers directly into this document and email it to Jennifer at least 10 days
prior to your first private strategy call at Jennifer@ClientAttraction.com. Give yourself quiet space and time to answer each question
fully. This is just as much for you, as it is for us to help you create BIG results in your business this year, so let’s make it count.


About your business
“There is no performance without accountability, and no accountability without measurement.” – Michael Gerber, The
Emyth Revisited

1. What is the nature of your business; what do you do for a living? (one sentence is sufficient)
2. The first 90 days: List 3 short-term goals you would like to work on with measurable results for each. Keep these
   realistic but a bit of a stretch for you.

1.

2.

3.


3. The next 90 days: List 3 more goals you would like to work on by 6 months with measurable results for each. Keep
   these realistic but a bit of a stretch.

1.

2.

3.


4. If you were to wave a realistic “magic wand”, where would you like to be 12 months from now?




5. And in 2 years?




6. Please tell us the story of your business with emphasis on turning points, challenges, struggles and proud moments
   (1-2 paragraphs is sufficient.)




7. What about your personal life? Please tell us your “story” with emphasis on turning points, challenges, struggles
   and proud moments (1-2 paragraphs is sufficient.)




                                 Client Attraction, www.ClientAttraction.com, info@ClientAttraction.com
8. What have you done so far to market your business, reach your BIG business goals and make passive revenue
   from info-products, including what worked and what didn’t?




9. What has held you back or slowed your progress up to now (knowledge of marketing, time, competition,
   resources, your positioning in the marketplace, cash flow, confidence in self or project)?




10. What is the biggest opportunity/resource that you’re not taking advantage of? Where is there “unclaimed money-
    on-the-table”?




11. Please list the things that you “tolerate” about your business (even your life). A ‘toleration’ is anything you are
    putting up with, from a messy desk or a client who is always late to unpaid invoices, or your own bad habits --
    anything that bugs you, even if you think there is nothing you think you can do about it. Most people, when they start
    to write them down, come up with 60-100 items -- that's pretty much the average. If you can only think of 3 or you
    can think of 300, that's perfect. Just write them down now.

1.

2.

3.

4.

5.

6.

7.

8.

9.

(Feel free to add more lines if you need to. The more, the better.)



                                   Client Attraction, www.ClientAttraction.com, info@ClientAttraction.com
13. Please list below all the things that you want to improve, achieve, master or change about your business over
    the next year. (We’ve added 10 lines below, but I invite you to add as many as 100 if you can think of that many.)
    Together, we’ll work on most of them, either right away, or during the course of our work together. The more we
    work on, the more successful you’ll be.

1.

2.

3.

4.

5.

6.

7.

8.

9.

(Feel free to add more lines if you need to. The more, the better.)


14. What would your version of a "million dollar business" look like? What would you need to do (or be) to make
     your business a million-dollar-a-year business?

1.

2.

3.

4.

5.

6.

7.

8.

9.


15. What are the negative things you typically tell yourself about making a lot of money or having a VERY successful
    business? (Make a list, please.)




                                   Client Attraction, www.ClientAttraction.com, info@ClientAttraction.com
Regarding your strategy calls:
1. What will we enjoy most about collaborating with you this year?




2. What do you want us to watch out for in coaching with you?




3. Are you willing to do the agreed-upon work and send the required check-in progress forms on time?




4. Results are an issue of personal responsibility. Are you ready and willing to make the changes necessary to achieve
   your goals?



5. A note about our team: We have a tendency to immediately see when an entrepreneur is using excuses, complaining,
   resisting or over-thinking an assignment. This usually means that the client doesn’t want to move forward on a certain
   aspect of our work for whatever reason, and in most cases (if it continues) that the client will eventually not see the
   results they signed up to get from our coaching. We simply want the best results for you. Do we have permission to
   gently call you on this if we see it?




6. What do you want us to do (or not do) if you get behind on your assignments or resist doing some of the work in this
   Mastermind year? (We’re always gentle… don’t worry!)




7. What is the most empowering and helpful thing we can do during your monthly strategy sessions?




Thanks for filling this out in its entirety. Doing so will create even better results for you this year. We are so looking
forward to working with you! This is going to be your best year yet…

Hugs,



                                    Client Attraction, www.ClientAttraction.com, info@ClientAttraction.com

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:1
posted:4/11/2013
language:Latin
pages:5