1. Name, email, phone 2. Business/website (if relevant) 3. What best describes your current situation? [multiple choice] 4. What's the main goal you want help with in the next [6-12] months? 5. What have you already tried? 6. Why is now the right time to work on this? 7. Which investment range are you prepared for? [ranges] 8. Anything else we should know before a call?
Learn the thinking behind it
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