Tired of Chasing Referrals or Over-Customizing Just to Close Clients?

Answer A Few Quick Questions To See What’s Keeping Your Business Stuck In The Time-For-Money Trap—And How To Fix It Fast

Who do you primarily work with? (Pick the one that feels closest) *

Mostly individuals (like coaching clients, founders, or solopreneurs)

Mostly businesses or teams (like companies, leadership groups, or B2B clients)

Mix of both

Still clarifying

What type of offer are you mainly selling? *

1:1 service or consulting

Group program or mastermind

Done-for-you or agency-style offer

Course or productized offer

In transition or exploring

Roughly how many clients or accounts are you supporting right now? *

Under 5

5–10

11–25

26–50

50+

Where do most of your leads come from? (Pick up to 2) *

Referrals

Organic social media

Paid ads

Cold outreach / DMs

Speaking / podcasts

What’s currently getting in the way of growth? (Pick up to 2) *

Too reliant on referrals

Struggling to explain what I do in a way that sells

Every client/project feels different

Delivery is too time-consuming

I’m doing too much myself

Leads and sales are unpredictable

What would feel like a big win 12 months from now? (Pick up to 2) *

Attracting clients without chasing referrals

Feeling clear and confident in what I offer

Having more time and less client delivery

Growing revenue without growing my to-do list

Building support so things stop falling on me

Knowing my business can run without me

When a new client or referral comes in, who handles the sales or discovery calls? *

I do them myself

Someone on my team

We don’t usually do calls

Depends on the situation

Where’s your business currently in terms of annual revenue? *

Under $100K

$100K–$250K

$250K–$500K

$500K–$1M

1M–$3M

$3M+

First Name *

Email *

Phone *

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