I want to learn a little about your business, your goals, and your current situation before our conversation. This helps me prepare and give you more relevant recommendations from the first minute we speak. The application takes approximately 2 to 3 minutes to complete.
Step 1 of 333% complete
What Do You Need Help With?
Select everything that applies to your current goals. You can choose one or several. This helps me understand the full picture and prepare the right questions before our conversation.
Lead Generation Funnel
Generate More Qualified Leads
Attract and capture qualified prospects consistently.
Sales Funnel
Increase Sales And Conversions
Turn more visitors into paying customers through a proven process.
Booking Funnel
Book More Qualified Appointments
Qualify prospects automatically and fill your calendar with high-quality calls.
Website
Build A Website That Converts
A professional site designed to attract, engage, and convert the right visitors.
Please select at least one option before continuing.
Step 2 of 366% complete
Tell Me About Your Project
The more you share, the better I can prepare before our consultation. There are no wrong answers here.
Your Business
Example: The name clients and prospects already know you by.
Knowing your business name helps me research your market and arrive at the consultation already familiar with your positioning.
This field is required to continue.
Example: Business coaching for corporate professionals transitioning to freelancing.
Your industry shapes the funnel strategy. The more specific you are, the more targeted my preparation will be before we speak.
This field is required to continue.
Example: A two-person agency serving service-based businesses in the US and UK.
Understanding your business structure helps me recommend the right approach for your current stage and capacity.
This field is required to continue.
Example: A six-month group coaching programme helping financial advisors attract high-net-worth clients.
Your core offer is the main product or service we will be building the funnel around. One clear sentence is all you need here.
This field is required to continue.
Example: Coaches and consultants with an existing offer who are stuck between $5K and $10K per month.
Describing your ideal client precisely helps me understand your market before we speak and prepare the most relevant recommendations.
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Example: Mostly referrals and some organic LinkedIn content, with no paid traffic yet.
Your traffic source determines the funnel strategy. A cold-traffic funnel is built differently from one serving a warm email list.
This field is required to continue.
Lead Generation Funnel
Example: The name or alias your audience will see attached to the lead magnet and funnel.
This is the name the lead magnet and opt-in page will be attributed to, whether that is your personal name or a business name.
This field is required to continue.
Example: I Have One. A PDF checklist titled The 10-Step Client Onboarding Framework.
Knowing where you are with your lead magnet helps me understand how much of the funnel is ready to build versus still needs to be created.
This field is required to continue.
Share any details that did not fit the options above.
Example: I want to attract coaches specifically and I am thinking about using a video training rather than a PDF.
Anything else about your lead generation goals that would help me prepare for our conversation goes here.
Sales Funnel
Example: The name prospects will see on the sales page and in emails throughout the funnel.
This is the personal brand or business name the sales funnel will be built under.
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Example: The Profitable Practice. A 12-week programme for therapists building a full private practice.
The offer name anchors the sales page and every element of the funnel. A strong name creates immediate context for your buyer.
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Example: $4,500 paid in full or $1,600 per month for 3 months.
Your price point determines how much trust the funnel needs to build before the sale. High-ticket offers need more proof and nurture. Lower-ticket offers need speed and simplicity.
Example: High Ticket. The programme is $3,500 and requires a call before purchase.
The price tier shapes the entire funnel architecture, from the opt-in angle to the number of trust-building steps needed before a buyer commits.
This field is required to continue.
Share any details that did not fit the options above.
Example: A done-with-you consulting retainer where I work inside the client's business for 3 months.
Describing what the offer actually is helps me design a funnel that matches how your buyer thinks, feels, and makes decisions about this type of product.
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Example: Biweekly live calls via Zoom, plus access to a private course portal and a members-only Slack group.
How you deliver the offer sets expectations for the buyer and shapes the proof and trust elements we include in the funnel copy.
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Example: 12 weeks from onboarding call to final review session.
The timeframe tells the buyer what commitment they are making, which is a key part of the buying decision and a critical element of the sales page.
This field is required to continue.
Example: If you complete all modules and do not see measurable improvement in 60 days, I will work with you for free until you do.
A clear guarantee reduces the perceived risk for the buyer and can significantly increase conversion rates on high-ticket offers. Share whatever policy you currently have.
Knowing how you support clients helps me set accurate expectations in the funnel so buyers arrive onboarded rather than surprised.
Share any details that did not fit the options above.
Example: After the core programme, clients can join a monthly mastermind at $500 per month.
If you plan to offer something after the initial purchase, sharing it now helps me design a funnel that plants the seed early and maximises lifetime value.
Example: I currently close about 40% of discovery calls but my show-up rate is low and I want the funnel to fix that.
Anything else about your sales funnel situation that would help me prepare goes here.
Booking Funnel
Example: Strategy Call. A 60-minute paid session where I review the client's current marketing and provide a prioritised action plan.
The type of booking shapes how the funnel qualifies, educates, and prepares the prospect before they arrive on the call.
This field is required to continue.
Share any details that did not fit the options above.
Example: Prospects DM me on Instagram, I reply with a link, and about half of them actually book. I have no way to qualify them first.
Knowing how you currently book calls helps me understand what is working, what is costing you time, and what the funnel needs to fix or replace.
This field is required to continue.
Example: 20 booked calls per month where at least 15 show up and 8 convert to clients.
A specific target helps me size the funnel correctly and make sure the qualification criteria match your actual capacity and close rate.
This field is required to continue.
Example: Zoom. All calls are recorded with consent and the client receives a summary email within 24 hours.
The meeting method determines what confirmation and reminder copy looks like and what instructions prospects need before the call.
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Share any details that did not fit the options above.
Example: 45 Minutes. Enough time to understand the prospect's situation and make a specific recommendation before discussing next steps.
Call length affects the depth of qualification the funnel needs to do before the booking. Longer calls justify more upfront questions.
This field is required to continue.
Share any details that did not fit the options above.
Example: My biggest problem is no-shows. About 40% of people who book do not show up and I want the funnel to fix that with better pre-call preparation.
Any other details about your booking funnel goals that would help me prepare for our conversation.
Website
Example: A professional site that positions me as the go-to expert for corporate wellness and captures enquiries from HR managers automatically.
The website's primary job shapes every design and copy decision. Knowing what you need it to do helps me recommend the right structure from the start.
This field is required to continue.
If you have a current site, sharing it lets me review your starting point before we speak so we can focus the consultation on what actually needs to change.
Example: I want the site to work for cold traffic from Google Ads and also function as a credibility asset when I send warm referrals to it.
Any additional context about your website goals, current challenges, or design preferences that would help me prepare.
You are doing great. One final step and you will be ready to choose your consultation time.
Step 3 of 3100% complete
You Are Almost Finished
These final questions help me understand your business and goals at a deeper level. After completing this page, you will choose your consultation time.
Your Contact Details
Example: The name you use professionally so I can address you correctly in correspondence and on the call.
This is how I will address you in the confirmation email and at the start of our consultation.
This field is required to continue.
Example: Use the address you check daily. Your booking confirmation and calendar invite will arrive here.
Your confirmation, calendar invite, and any pre-call materials will be delivered to this address.
Please enter a valid email address to continue.
Business Profile
Cold means no prior awareness of you. Warm means some awareness. Hot means actively interested or already in your ecosystem.
Example: Warm. My traffic comes from an email list of 2,000 subscribers who have been following me for 6 to 12 months.
Traffic temperature is one of the most important factors in determining how the funnel needs to be built and how much trust it needs to establish before someone buys or books.
Share any details that did not fit the options above.
Example: I am a solo career coach who works with mid-level managers transitioning into senior leadership roles. I have served 60 clients and charge $3,500 for my 10-week programme.
A clear picture of your business helps me arrive at the consultation already familiar with your situation, which means we spend the time on solutions rather than background.
This field is required to continue.
Example: In the next 90 days, I want a sales funnel that generates 15 booked calls per month and converts 4 to 5 of them into paying clients at $4,500 each.
Your specific goal is the first thing I will focus on in the consultation. The more clearly you describe it, the more targeted my preparation and recommendations will be.
This field is required to continue.
Example: Yes. I currently have 8 active clients and have served a total of 42 since starting the business.
Whether you have existing customers or are pre-revenue changes the strategy significantly and helps me recommend the right starting point for your situation.
Share any details that did not fit the options above.
Knowing where your best customers come from helps me design a funnel that works with your strongest existing channel rather than starting from scratch.
Share any details that did not fit the options above.
Understanding your current marketing activity tells me what infrastructure is already in place and what needs to be built or connected when we set up the funnel.
Share any details that did not fit the options above.
Knowing what you already have tells me what we can build on immediately and what needs to be created before the funnel can go live.
Share any details that did not fit the options above.
Knowing which funnels you already have in place helps me understand your current digital infrastructure and what the consultation should focus on building or improving.
Share any details that did not fit the options above.
Example: I am spending $2,000 per month on Facebook Ads and getting clicks but no conversions. I do not know if the problem is the ad, the landing page, or the offer.
Be as honest as you can here. This is the first thing I will focus on in our consultation and the more specific you are, the more targeted my preparation will be.
This field is required to continue.
Example: Generate 15 booked consultations per month, convert 5 to clients at $5,000 each, and reach $25,000 per month within 90 days of launching the funnel.
Your primary goal is the north star for everything we discuss on the call. A clear, specific goal produces a far more actionable consultation than a vague one.
This field is required to continue.
Sharing your online presence lets me review your current positioning before we speak so the consultation is focused on what actually needs to change rather than gathering context.
Example: Black and white with a single accent color in terracotta. Minimal, editorial, and premium feeling.
Share 1 or 2 colors using names, hex codes, or a description of the look and feel. This helps me think about the design direction before our conversation.
Excellent. Your application is complete.
The next step is choosing a time for your consultation. I personally review every application before our conversation so I can arrive prepared, focused, and ready to give you the most relevant advice possible.
Application received
Choose A Time That Works For You
Select a date and time below to confirm your consultation. Once you book, you will receive a confirmation with everything you need to prepare for our conversation.
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Your application has been received. I will review it personally before we speak.
The consultation is a focused, no-pressure conversation about your business and goals.
If you need to reschedule, you can do so directly from your confirmation email.
You Are Booked. Here Is What Happens Next.
Check your email for a confirmation and calendar invite. I will personally review your application before we connect. Before our call, take a few minutes to think about your biggest challenge and what success looks like for your business in the next 90 days. The more clarity you bring, the more valuable our time together will be.
I am looking forward to our conversation. See you on the call.
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Thank You For Taking The Time To Apply
Based on your answers, I want to make sure our consultation is the right fit for where you are right now. A strategy session works best when there is an existing business foundation to build on. The resource below is a better starting point for your current stage and will help you build the foundation that makes a strategy conversation genuinely valuable.
When you are ready, you are always welcome to apply again.
Recommended next step
Start with the free Conversion Leak Audit. It is a step-by-step self-diagnostic that identifies exactly where your funnel or website is losing prospects, and gives you a clear action to fix it before you invest in a full funnel build.