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eCommerce & Funnels
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Revenue Mastery Intake
Revenue Mastery
Name
(Required)
First
Last
Email
(Required)
Business Foundations
Business Name & Industry
(Required)
What are your key offer(s)?
(Required)
E.g. courses, services, digital products, coaching packages
What is your primary goal with this package?
(Required)
More leads
More conversions
Brand upgrade
Full funnel build
Other
For Other Please Explain
Lead Gen & Sales Funnel Insights
Where are you generating most of your leads now?
(Required)
Instagram
Google
LinkedIn
Website
Referrals
Paid ads
What is your current conversion rate (if known)?
What’s the primary funnel or sales page goal?
(Required)
Book a call
Sell a product
Build email list
Promote event/webinar
Other
If Other Please Specify
Tech & Tracking Setup
Which email platform are you using?
(Required)
MailChimp
Active Campaign
ConvertKit
Klaviyo
Other
If Other Please Specify
Do you have any of the following tracking set up?
Google Analytics
Facebook Pixel
Google Tag Manager
Hotjar or heatmaps
None yet
Not sure
Select All
If applicable, please share links to your current website, landing pages, or funnels:
Include anything that should be reviewed for improvement.
Brand Identity Refresh
Do you have a logo and existing brand identity?
(Required)
If yes: “I’ll reference your shared Drive folder post-call.”
If no: “We’ll design one together based on your brand goals.”
Do you have preferred fonts and colors?
(Required)
What vibe or tone should your brand give off?
(Required)
Bold & Premium
Soft & Nurturing
Fun & Approachable
Calm & Clean
Professional & Minimal
Other
If Other please explain
Content Marketing Strategy
What kind of content do you want to focus on for organic growth?
(Required)
SEO Blog Articles
Social Media Posts
Email Content
Video Scripts
Reels/TikToks
Repurposed content
Other
If Other Please Specify
Timeline & Support
Do you have a deadline or product/event launch in mind?
MM slash DD slash YYYY
What’s your preferred communication method for quick support?
(Required)
Email
WhatsApp
Telegram
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