Business Overview Intake Form

YAY! You’re here!

I cannot tell you how much I am looking forward to diving into your business systems and process and spending time together. Working together to help bring more ease and flow into your business is one of my favorite things. 🙂

Please complete the form below as soon as possible. The team and I will go through the information on the form, log into your systems, and follow the paths for your automations to see where things are flowing and where there might be roadblocks along the way.

NOTE: If any of the questions do not apply please feel free to skip them and jump to the next one…. but don’t skip the birthday one, it’s my favorite!

Name
First Last
Business Name
Email
Birthday
Business Name
Website
Phone
How long have you been running this business?
Tell us about your products and services...
What do you sell and how much are they?
How do you sell your products and services?
- Launch at specific times
- Evergreen - can purchase and start at any time
- Rolling cohorts
Tell us about your freebies/opt in gifts/pink spoon offers?
The name and a place where we can register would be great. BONUS PTS: Do you have opt ins that exist but are hidden for now? We'd love to see those as well.
Tell us about your tech...
What is working well? What is not working? Don't hold back... we want the details!
What systems or processes are taking what feels like too much time?
What are you doing that you would love to see if we can automate or at least systematize?
Do you use a project management system in your business? If so, which one...
Tell us about your support team? Who do you work with and what do they do for your business...
As we look at your tech tools, systems and automations is there anything else you want us to know?
Comments
This field is for validation purposes and should be left unchanged.

As always, if you have any questions send us a note at hello@theakcollective.com.

Talk to you soon!

XO,
Amber

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