Uncaged Traction Assessment

Full Name *

Email *

Phone *

All 1-5 rating scales are 1: lowest, 5: highest.

How badly do you want to become “Uncaged” - free from personal and corporate constraints? (No longer working for another company, fully free in your own business) *

We are going to ask you a series of questions in the next 7 sections. It won't take longer than 5 minutes, and it will give us all that we need to help you to gain traction in your business. Please fill out all questions to the best of your ability to help us to be able to help you.

1) Mindset and Personal Development

Describe what you do for your mental health (i.e. self-care and/or wellness) and personal development on a week to week basis. *

2) Marketing and Attraction

Why does your business have to exist in 1-2 sentences? *

How many leads per month do you get? *

What do you feel is the number 1 thing that has held you back in attracting clients into your business? *

3) Sales

What percentage of the leads that you get each month convert into clients? *

How do you "package" the solution that you sell? *

Per Session

Packages

Plan of Cares

Memberships

4) Service

What upsell offers/services do you have? *

What are your top 3 things that set you apart from your competitors? *

Key Differentiator 1
Key Differentiator 2
Key Differentiator 3

What is your average number of visits per client? *

5) Metrics

What are the primary KPIs (Key Performance Indicators) you measure? *

6) Scale

What do you want your practice to look like in 5 years? *

Are there any other members of your team (if so who) or do you work alone? *

7) Plan

If we laid out a plan for you to specifically follow to increase your traction, would you follow it? *

YES

NO

If we helped you to become fully Uncaged, how would that make you feel? *

I agree to receive follow up text messages and emails based upon the answers provided above.