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Worksheet

Aloha Strategy Session Intake Form

🌺 Aloha!

Congratulations on reaching out for support!

You've taken the first big step in up-leveling your lifestyle and business forever!

To get the most out of your Aloha Strategy Session, please answer the following questions so that I have some background information about you, your lifestyle desires, and your business.

That way, I can better serve you on the call and make the most of our time together.

After you answer these questions, you'll be redirected to my calendar so that you can select the best time for us to meet.

We'll meet on Zoom, however, the video/camera is optional.

#NeverSettle

Mahalo! 🏝

Erica Duran

1. ➜

How Did You Hear About Erica Duran and This Free Strategy Session?

2. ➜

What Is Your Website Link? (Don't Worry If You Don't Have One Yet :)

3. ➜

What Are Your Biggest Desires For Your Lifestyle and Business?

4. ➜

What Is Keeping You From Having The Lifestyle and Business You Crave? What Seems To Be Holding You Back (if anything)?

5. ➜

How Much Would You Like To Be Earning In Your Business Each Month (ballpark)?

6. ➜

What Is Your Monthly Marketing Budget Right Now? (It is OK if it is $0)

7. ➜

Have You Worked With A Coach Or Mentor Before?

8. ➜

What Inspired You To Reach Out To Me? What About My Work Resonated With You?

9. ➜

When Would You Like To Start Working Together Should You Think This Is A Good Fit? (Strategy Sessions are reserved for those who are eager and ready for personalized coaching and want to connect to get their questions answered and make sure this mentorship is a good fit. On a scale of 1-5 how ready are you to start working together? 1 = Still thinking about it, 5 = I'm totally ready! (Pricing and details are available at https://ericaduran.co/work-with-erica)

10. ➜

Would You Like To Be Added To Our Newsletter List?

11. ➜

Is There Anything Else That You'd Like To Share?

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