Private Clients

Greetings and Welcome! I’m really looking forward to working with you. 

So… let’s get started….

The following questions are designed to give me a high level overview of your business and what you are currently doing in your marketing, if anything. Prior to our time, I will review your websites and the social media you participate in from a business standpoint. For today, please just provide business links unless you use your personal pages for your business. 

Don’t spend a lot of time with these – perfect is not a requirement! Generally the first answers are the best ones and these are not graded!  If a question doesn’t apply, please just write NA so I know you saw the question. 

Along with the questionnaire, please watch the video and complete the worksheet on your Ideal Client. The ideal client worksheet should be completed after this questionnaire. Click here for the Ideal Client information. 

*Note – many businesses have more than one ideal client – choose your best – the one that is a perfect client – one you could dream up! 

I look forward to our time together! Lori

Private Coaching Intake

Preliminary questionnaire for those participating in the Private Coaching Program with Make Your Marketing Simple

Step 1 of 3

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
    Feel free to add the year as 2022 instead of your actual birth year.
  • Explore

    This part of the questionnaire is general questions about your business, your Unique Value Propositions and your target market.
  • Click Next to continue to the marketing assets questions. Feel free to Save and Continue but make sure to enter your email address to receive the link to the form.
Scroll to Top

Please check your email for your
Website Mistakes Checklist