Welcome

Let’s get everything set up so we can hit the ground running.

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We’ve prepared a quick video that explains exactly how to fill out the form below and what we’ll need from you to ensure smooth onboarding.

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Please complete no later than 24 hours before our onboarding meeting

Onboarding Form

About You & Your Business

Full Name

Email *

Phone *

Company Name *

Website

Instagram Handle

About Your Offer

This is to help us understand the nature of what you do/sell. This allows us to 1) figure out the best way to position what you do/sell in your marketing, and 2) communicate the value in the most compelling way possible.

What is your mission/vision of your brand/company? *

How would you describe what you do/sell to a 6th grader who's never heard of you? *

What is the best-case scenario that could come from using your product/service/program? (Be specific. Describe it in rich detail. Physical. Mental. Emotional. Financial. Answers like "business growth", "better health", or "increased revenue" don't count.) *

What unique strategy, system, process, tool, or technique do you use to get customers/clients that result? How does it work? *

What pain does it alleviate? (People generally buy for one of two reasons — to increase their pleasure or to minimise pain. In the question above, we identified the benefit that would “increase pleasure;” in this question, we’ll identify which pain is minimised by using your product/service.) *

What other solutions is your market using to alleviate that pain? How effective are they? *

Briefly describe your sales process (Keep it simple. E.g. Lead submits application > 15 min qualification call > 60 min sales call > sale. If you have specific names for certain steps in your sales process, please include them.) *

Describe, step by step, how your service is fulfilled and the time (on average) it takes to fully complete (What's the first step after you make a sale? What's step 2? Step 3? Etc.) *

Who are your top 3 competitors? (Please provide the company name, website, and Facebook page URL of each.) *

How is what you do/sell unique, better, or different compared to your competition? What does your product/service do that theirs doesn't? *

Creating Your Avatar

Now that we're clear on WHAT we're selling, we need to know WHO we're selling it to. But not just the surface-level physical attributes. We need to understand the psychology of your ideal customer and the conversation they're having in their own heads about their problems and desires. Then we can tap into that conversation and position YOU as the amazing attainable solution they MUST have.

Before moving on...

Take a moment and ask yourself:

If you could manifest a single person who would be the typical embodiment of a “classic” customer, what would they be like?

This could be a current customer who you want a thousand (or a million) more of... a combination of attributes from a number of past/current customers... or a totally fictitious person.

If you aren't clear on who your ideal customers are, think about:

Who do you make the most money from?
Who would benefit the most from what you do/sell?
Who do you enjoy working with the most?

It is IMPERATIVE to focus on a SINGLE person while completing this next section. Treat it like a visualisation exercise — the more detailed you are, and the more specific you get with the details, the deeper you'll be able to tap into the true psychology of your ideal customers.

That means, when it comes to age and income, provide single numbers instead of a range (e.g. 30-35). This is purely to help you visualise this person in more detail.

Just because we're focusing on a single person here doesn't mean we're going to deliberately exclude people who don't match your descriptions in your marketing.

And yes, we realise this might get tedious. And some of the questions might seem repetitive. This is done deliberately to get different angles/perspectives on similar answers.

One thing we've observed over and over again:

The clients we work with who take the time to do this properly are always rewarded with faster, longer-lasting, more profitable results than those who don't.

Give Your Avatar a Name *

How old is {Avatar-name}? *

What is {avatar-name}'s gender?

What is {avatar-name}'s relationship status?

How much does {avatar-name} make? *

Switching gears a bit now...

By now, you've probably got a clear external picture of your client avatar. Now it's time to go deeper and tap into their psychology — their frustrations, fears, desires, and aspirations.

What is {avatar-name}'s biggest frustration & how does your service give them relief? Describe it in rich detail. What are the physical, mental, emotional, and financial consequences?

What does {avatar-name} dislike about you, your industry, or what you sell? E.g. online marketers who show off their Lamborghinis and flash their money, overhyped promises, etc. *

What must you demonstrate to be true in order for {avatar-name} to want to do business with you? E.g. for someone to want to do business with us at Project No. 57, we have to demonstrate that Facebook marketing is the most effective and predictable way to get new business. *

What objections might {avatar-name} have to doing business with you? *

Anything else we should know about your company/business that we missed? *