Plan of Action Form - Let Mona Manage

Questionnaire for Our Plan of Action Call

This is a preliminary step to our Plan of Action Call.

This questionnaire will help me learn all about you and your growing business so we can make the most out of our first (of many!) call together.

Please be sure to complete this questionnaire at least 24 hours prior to our Plan of Action call.

IMPORTANT: Please complete your answers in a separate document and copy/paste them into the form when they are complete to ensure you don’t lose all your hard work.

Let’s do this!

Name *

First

Last

Email *

Confirm Email

Company Name *

Company Website(s) *

Company Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

When is your birthday? (month and day only) *

What does your business do? What products and services do you offer? What do you plan to offer? *

What would you like to focus our time on? Please be as specific as possible - and note that we’ll get to as much as we can cover in 90 minutes. *

How many years have you been in business?

What are some of the key phases in your business? How did you get started? *

What current revenue streams do you have in place? (Briefly describe your core services/programs/projects) *

What do you do really well, as it relates to your business? *

Have you taken any personality assessments? (Myers Briggs, Strengths Finders, How to Fascinate, etc.) If so, please indicate your "type". *

What is your "Kolbe A" score? (If you don't know, put DK) *

Who is your audience? *

What are the top 5 reasons your ideal customer will want to work with you? What do they really want from you? *

What are the top 3-5 projects you have planned for the next 6 months? *

What are your immediate priorities? (i.e. if someone was to start working with you RIGHT NOW, what would be the top 1-3 items you would have them work on?) *

What parts of your business have documented systems or processes? *

How do you currently find new clients? (Facebook marketing, content marketing, word-of-mouth, etc.) *

Please provide a list of links to all of the active social media platforms for your business. *

Do you have an active community (like a free FB group)? How often do you engage with your people? *

Please list any project management tools that you use for you business. *

Which email marketing platform do you currently use? Are you happy with it? *

What other tools do you currently use in your business? *

Please list some leaders in your industry that you respect (experts whose business models and strategies are something you'd want to model after to grow your business) *

Who do you currently have on your team and what are their roles? *

What is your mission? What do you want your business to be? What do you want it to do? *

Where do you envision change or growth in your business in the coming five years? *

What are the top strategies you use to build your business? (list building, speaking, etc.) *

How often do you blog and/or create content? *

What platform does your website live on (i.e., WordPress, Squarespace), and do you regularly update plugins and keep a backup? *

Do you have a Facebook (Meta) pixel installed on your website? *

Yes
No
I don't know

Do you have a Google Analytics code installed on your website? *

Yes
No
I don't know

What else should I know about your business? *

Is there anything you'd like for us to review prior to our session? Any materials? Vision boards? Notes? If so, please provide links here. *