Millionaire Strategy Session

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I am ready to support you in removing the glass ceiling and creating limitless, exponential revenue. In order to better support you, please fill out this survey.

I am ready to support you in removing the glass ceiling and creating limitless, exponential revenue. In order to better support you, please fill out this survey.

1
1. What is your name, Lovely Lady?
First Name
Last Name
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2
2. What's the BEST email address to reach you?
example@example.com
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3
3. What is your phone number?
Area Code
Phone Number
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4
4. How did you hear about our Money Therapy program?
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5
5. If you attended one of our workshops, what was your biggest AH HA or takeaway?
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6
6. If you’ve taken our money personality test, what is your money personality?
Avoider
Worshiper
Status Seeker
Cautioner
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7
7. What is your Superpower (the thing you are really good at)?
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8
8. Tell me about how you see yourself or how your best friend would describe you.
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Ok
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9
9. What is your business website(s)?
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10
10. Tell me about your top 3 business challenges right now (maybe you have more than one business… tell me about them).
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11
11. How long have you been in business?
Less than 1 year
Up to 3 years
3 – 5 years
6 – 10 years
11 – 15 years
Over 16 years
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12
12. On a scale of 1 – 10 (1 = No confidence, 10 = 100% confident) how confident do you feel about making money related decisions?
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13
13. No matter what I do it seems that most days, every minute is always scheduled for something. (True or False)
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14
14. How many streams of revenue do you have (in the business and or/personally)? What are they?
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15
15. Check all that you currently have in place?
Wealth Plan
Business Plan
Sales Strategy
Financial Investments (savings, 401k, stocks, bonds, mutual funds, etc)
Real Estate Investments
Living Will
Trust Fund
Life Insurance
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16
16. How would you describe the condition of your finances?
All in order
A hot mess
Fill in the blank
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17
17. Important people in my life (friends, family, etc…) complain about the amount of time I work or that I'm not being present. (True or False)
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18
18. Do you have debt? (yes or no)
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19
19. What kind of debt is it?
Loan shark (high interest)
Credit Card (moderate - high interest)
Business Loan (moderate - high interest)
Family Loan
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20
20. If so, tell me how much you owe and what are the payment terms?
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21
21. How do you feel about the debt?
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22
22. How important is being in control to you? (check all that apply)
I prefer/allow others to be in control
Things work best when I’m in control
Business Loan (moderate - high interest)
I trust the Universe has my back and I go with the flow
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23
23. On a scale of 1 - 10 (1 = no stress, and 10 = totally stressed out), how much stress do you have around money?
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24
24. Describe your stress around money and how you see it affecting you?
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25
25. What is your current business revenue?
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26
26. Tell me a bit about the progression of your business growth
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27
27. How much are you paying yourself each month?
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28
28. On a scale of 1 – 10 (1 = No anxiety, 10 = filled with anxiety) how would you rate your daily anxiety level?
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29
29. On a scale of 1 – 10 (1 = No satisfaction, 10 = deeply satisfied) how would you rate your daily level of satisfaction?
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30
30. Where do you feel uncomfortable, challenged, or at an edge with money?
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31
31. How would you describe your relationship with money? (tie in with workshop)
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32
32. Where do you really, really want to be in your personal wealth?
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33
33. Where do you really, really want to be in business revenue?
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34
34. Where do you really, really want to be in your relationship with money
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35
35. What is the #1 thing stopping you from already being there?
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36
36. What kinds of things have you tried in the past to support your relationship with money (ex: confiding in a friend, books, trainings, etc.)?
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37
37. What worked and didn’t work about these things you’ve tried?
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38
38. Describe your form of contribution and generosity in the world. (Said another way, how are you giving back?)
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39
39. What in your life do you harshly judge yourself about?
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40
40. Describe your triggers around money.
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41
41. Where in your life are you in need of nourishment?
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42
42. Is growing wealth and making significant money important to you? If so, why is it important to you? If not, why not?
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43
43. How would you describe your self-care practice (i.e. there is no practice, it’s rare to get a moment to myself, I have a daily morning routine, etc.)
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44
44. Where does self-doubt most frequently show up in you?
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45
45. What important conversations are you avoiding having in your life?
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46
46. If you could go back and do it all again, what would you do differently?
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47
47. If I accept you as a client, are you willing, able and capable of investing $5k+ today?
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48
48. Do you affirm that every question you've answered is truthful?
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49
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