First Name: Last Name:
Email: Cell Phone:
Company Name: Event Name:
Website:
Vision (Where your company is going):
Mission (How will your company get there?)
Value Proposition:
Growth Plan (Summarize your company in 4 sentences or less)
Projected Customers: Year 1     Year 2     Year 3
Projected Revenue: Year 1     Year 2     Year 3
Top 3 Goals: 1.
2.
3.
Top 3 Challenges: 1.
2.
3.
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Team
In House Team: CEO Yes   No     CFO Yes   No     CTO Yes   No     VP of Marketing Yes   No     VP of Sales Yes   No    
Outsource Team: PR Yes   No     Accounting Yes    No     Virtual Assistant Yes   No     Social Media Yes   No
3 Key Ways You Currently Market:
Current Products and/or Services:
Newsletter: Yes   No
Email System: Yes   No
Membership Site: Yes   No
CRM Software: Yes   No
Search Engine Optimization: Yes   No   Search Media Optimization: Yes   No  
Affiliate Program: Yes   No
Joint Venture Program: Yes   No  
Mobile App for Your Business: Yes   No
SMS Marketing System: Yes   No
PR Strategy: Yes   No   Social Impact Strategy: Yes   No  
Facebook.com/: Number of Fans:
Twitter.com/: Number of Followers:
Youtube.com/: Number of Followers:
Follr.me/: Number of Followers:
SALES PROCESS (Define your customer acquisition process)
Prospect: Presentation:
Close: Follow-Up:
Describe your typical day / Top 5 Goals for the next 12 Months
Daily Habits
1.
2.
3.
4.
5.
Top Goals
1.
2.
3.
4.
5.


Are your goals in alignment with your daily habits? Our team will assist you in building perfect days!


TRAINING PROGRAMS (Please describe your personal/corporate training program)
Interactive Training Systems
Seminars you and/or your team attended in the past 12 months
CUSTOMER LOYALTY
Customer Loyalty Program: Yes   No  
Does your company have a referral system? Yes   No  
EXIT STRATEGY
Are you interested in selling your business? Yes   No  
Are you planning to go public? Yes   No  
Do you have managing partners? Yes   No