Onboarding Form

ATTN: This is the MOST important part of your onboarding!

We need you to answer all of these questions BEFORE your onboarding call to ensure when you record your videos, the Demographic, Offer, and Unique Mechanism are compelling enough to cut through the noise on Facebook and Instagram.

Fill out this form for us to turn around your scripts in 2-3 days.

First Name *

Last Name *

Company Name *

Phone *

Email *

Insights Into Demographic

Who is your customer and their age?

What attitudes do they have? (Religious, Political, Social, Economic)?

What are their hopes and dreams regarding their finances (Not just to get out of debt, but to buy a house, start saving money, buy a car ect.)?

What are their victories and failures?

What are their WINS?

What are their FAILURES?

What are their PAINPOINTS?

What outside forces do THEY believe have prevented their best life? Who should we put the blame on?

What are their prejudices?

Sum up their core beliefs about life, love, and family?

Competitor Analysis (Other Existing Solutions)

What are other companies already using in their marketing? (List Out) Ex. Scammy loan offers.. Government assistance..

What has their experience been like?

What does the market like about existing solutions?

What does the market dislike about existing solutions?

Are their horror stories about existing solutions?

Does the market believe existing solution works?

Has someone tried to solve the market's pain points before in a very unique way?

What was the result?

Is there a belief that it has recently (got worse) exacerbated by outside forces?

If so, what are those forces and what's the reason behind their presence?

Offer Buildout

Outcome: What is the goal your customers want to achieve?

Outcome: What is their "dream" outcome?

Outcome: Why do they want to achieve this? (Example: I want to make 1 million, so I can retire my mom)

Avoidance: What are the things your customers want to avoid at all costs?

Time Delay: How fast can you help your prospects achieve their goal? What is the timeframe? (Example: Make 1 million in 1 month)

Perceived Likelihood Of Achievement: What proof do you have that you can help your customers achieve this outcome? ← Testimonials, Statistics, Customer Reviews, Data

Perceived Likelihood Of Achievement: What guarantees, warranties, or other forms of risk reversals do you have to ensure your prospects believe they will achieve the dream outcome? (Example: Make 1 million in 1 month or you don't pay and we'll wire you $5000)

Effort & Sacrifice: How is your solution (faster, easier, less effort, more convenient) than other solutions in the market?

Effort & Sacrifice: (Done-for-you): Which parts of the process can you handle for the client, or make easier, so they don't have to put in excessive work?

What makes you unique?

Your Customers: Why hasn't this worked for me so far?

Why is our prospect struggling and suffering to achieve their goal?

What is most of the market currently doing that's stopping them from getting the result?

How are we different?

How do our differences tie into better solving the problem for the customer? ← "This should be logically connected to the problem"

How do our differences tie into helping our prospect achieve their goal better? ← Do we have proof elements to back up these claims?