Client Intake Questionnaire The following document contains all of the necessary information we need in order to build your proposal as accurately as possible. If you have any questions, please contact us. Your Name (required) Your Email (required) Your Phone (required) Business Name (required) Website URL (required) What is your core product or service that you sell? What is the pricing and delivery model for this core offer? What results and/or benefits are you promising your customers and what guarantees are offered? What differentiates you from your competition? Who are your top 3-4 competitors? What marketing & sales challenges are you currently experiencing around this core offer? Describe the basic demographic profile of your target customer. What online or offline locations / groups do your target customers hangout? What questions do prospects and existing customers most commonly ask? What are the most common objections during the sales process? What do your customer testimonials talk about the most? What content assets do you have related to this core offer? (This includes eBooks, books, videos, blog posts, articles, interviews, portfolio, testimonials, photos/ images, brochures or other marketing materials, etc.) While we’ll be using Click Funnels to design and build the funnel, what other technology must the funnel integrate with? (e.g. autoresponders, webinar service, payment processor, fulfillment company, etc.) Do you have any regulatory restrictions, market seasonality, exclusivity clauses, or any other items we should know about when designing this funnel? What is your monthly budget for media ad spend?