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The Catalyst Club Application & Questionnaire
Thank you in advance for your responses to this questionnaire, which will help me get to know a bit about you and your business determine whether you are a fit for The Catalyst Club Program.
Your responses will be kept confidential and are only used in preparation for our work together (if we decide to work together). If for whatever reason you are not a fit for this or any other of my services, I will delete this information / your application.
Please note that submission of your responses to this Application & Questionnaire does NOT guarantee your admission to The Catalyst Club Program or make you a client of either The Legal Website Warrior® or Pearce Law, PLLC.
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* Indicates required question
Email
*
Your email
What is your name?
*
Your answer
Where are you (personally) located? (City, County, State)
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Your answer
What is the name of your business and type of entity (LLC, S-Corp, C-Corp, Sole Proprietor)?
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Your answer
Where is your business incorporated?
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Your answer
Business Mailing Address:
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Your answer
Please provide a brief summary of your business or what you do.
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Your answer
Number of Years in Business:
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Your answer
Are you a licensed professional?
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Yes
No
If Yes, What Licensed Profession do you belong to?
Your answer
If you are a licensed professional, are you seeking assistance with setting up or operating a 2nd business?
Yes
No
Clear selection
What is your primary reason for booking a Business Risk Assessment & Legal Roadmap Strategy Session?
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To get advice or strategy regarding a potential scenario or dispute
My business has grown quickly and I may need assistance with foundational legal support or assessing gaps
I am preparing to scale, and want legal support that will help the growth of my business moving forward
I want a comprehensive understanding of my business (from a legal perspective)
I'm tired of worrying about legal issues because I have not yet had the support I've needed
I don't know what I need, but I just want peace of mind.
I am beginning The Catalyst Club (small business legal support) program
All of the above. :)
Other:
Required
Do you have all required business licenses? (city / county / state where applicable, and any professional licenses are also up to date)
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Yes
No
Not sure
Do you do any of the following? (select all that apply)
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Consulting (services provided to a business)
1:1 Coaching (services provided to an individual)
Group Coaching
Offer Online Workshops, Retreats or similar Events
Offer In-Person Workshops, Retreats or similar Events
Speaking
Conducting Interviews
Providing Interviews
Podcasting
Run a mastermind
Participate in a mastermind
Maintain a website / publish online content (blogs / articles / etc)
Collect information online through your website (newsletter signup, lead magnet, giveaway)
Sell digital courses / online programs / memberships / have online sales funnels
Author books (traditionally or self published)
Have affiliates or an affiliate program
Share affiliate links for services or offerings of other companies
Enter into JV (joint venture) partnerships / relationships or other similar collaborations (where both parties are contributing in the creation of a new offer, vertical or business)
Sell (or are developing) a SaaS product or online service
Have a certification program (where you certify coaches or individuals in your system / processes / offer)
License your content or intellectual property for use by other companies or organizations
Invite featured experts or presenters into your membership, coaching groups, or masterminds
Host or organize online summits
Host or organize in-person live events featuring other experts, speakers, etc (that are not retreats / workshops)
Have an app
Have a platform that hosts or allows end users to post / share their content
Other:
Required
Are there any other business activities that you engage in that I did not ask about above? Please list.
Your answer
Please provide your primary website domain:
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Your answer
Do you have any additional websites or landing pages? Please provide: (You can also link to a google spreadsheet mapping all of your domains / landing pages)
*
Your answer
(Other Business Supports) Please indicate whether you have the following:
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FEIN (Federal Employer Identification Number)
Registered Agent
Business License(s) and/or permits
Business bank accounts
Business credit card or line of credit
Bookkeeper
CPA / Accountant
Business Insurance Broker (& Insurance)
Employees
Independent Contractors
Publicist or public relations specialist
Publishing Agent
Literary Agent
Joint Venture Manager
Other:
Required
(I.P.) Please indicate whether you have the following:
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Trademark registration/s
Copyright registration/s
Trade secrets
Employment Agreements that include NDA's
Independent Contractor agreements that include NDA's
NDAs & Mutual NDAs for use in any scenarios involving collaboration or disclosures
I'm not sure ...
Other:
Required
(Existing Registrations) If you have Trademark or Copyright registrations, (or trade secrets) please provide brief summaries of each here:
Your answer
(Titles / Phrases) Please provide a list of any tag lines, phrases, titles or names (signature program, course or offer names, for example) that you use in your business. Are these proprietary? Have you considered Trademark Protection?
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Your answer
(Core body of work) Are there any signature systems, frameworks, concepts, ideas, or methodologies that you have developed / created, and that you wish to pursue copyright protection for?
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Your answer
(Data Protection) Please indicate whether you have the following in place:
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A map (comprehensive spreadhseet) of all of your online "real estate" - domains, website pages (including backend pages), landing pages, sales pages, order forms, content on 3rd party platforms, etc.
Internal Data Protection Policies
Email Policy
Password Policy / System for protection
Acceptable Use Policy
Data Processing Policies (Mapping Data Flows)
Data Back-Up Systems or Policies
Friday Casual Policy :)
None of these.
Other:
Required
What new activities did you do this year in your business?
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Created new programs, courses, services or offerings.
Hired additional internal support (i.e. employees, independent contractor, project specific support).
Engaged new outside support (vendors, suppliers, professionals).
Moved locations / base of business activities.
Created new revenue streams.
Engaged in new marketing activities.
Created affiliate relationships, joint ventures or collaborations.
Other:
Required
If they were not covered above, please describe any NEW business activities or strategies that you implemented this year:
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Your answer
What are you planning for the coming year? (new offers, endeavors, strategies, marketing opportunities, team growth, etc)
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Your answer
What are your primary questions or concerns that you would like to address during your Business Risk Assessment & Legal Roadmap Strategy Session?
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Your answer
Please indicate whether you are specifically interested in information or assistance with any of the following (mark all that apply):
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Business formation
Standard business contracts for your offline services (coaching, consulting, live or in person events or services, etc)
Protecting your online business, website, content, and intellectual property
Performing an intellectual property assessment and implementing an IP (intellectual property) protection plan
Obtaining Trademark registration(s)
Obtaining Copyright registration(s)
Creating business policies that support your business and educate your clients
Dispute resolution support & strategies (communication strategy for your business)
Access to the Legal Website Warrior® comprehensive database of documents, contracts and training
Legal coaching on business-specific issues as needed (i.e. a la carte)
Access to ongoing legal strategy and consultation (membership plan)
Comprehensive Brand Protection Strategy & Quarterly or Monthly Support (document support, trademarks & copyrights, & legal consultation)
Other:
Required
What is your current annual gross revenue, not profit (from your business only, excluding any investment activities)?
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Your answer
Please list your revenue-generating business activities in order of priority (generating the most revenue to the least) so that I can get a snapshot of your revenue streams.
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Your answer
What is your projected revenue growth (by percentage) for the next calendar year? (And what do you expect will be responsible for that growth?)
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Your answer
Have you worked with or engaged legal counsel before?
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Yes, I have had previous ongoing support or a long-term relationship with legal counsel
Yes, but only on an as-needed basis (which has been more than 5 occasions)
Yes, but only on an as-needed basis (which has just been a few times)
Yes, but only because my Uncle Bob is an attorney.
Yes, just once. (And that was enough).
I've avoided it at all costs.
Other:
Required
What kinds of legal services have you engaged?
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Business Formation / Setup / Incorporation
Litigation / dispute resolution support
Consultative / strategy / pro-active support
Business contract review & preparation
Intellectual property protection (TM, copyrights, contractual, etc)
Legal memberships (LegalShield / Prepaid Legal, etc)
"Big box" document or other support (Legalzoom / Rocket Lawyer, etc)
None of the above
Other:
Required
How much have you spent to date in your business on legal support?
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More than $100,000
Between $50,000 and $100,000
Between $20,000 and $50,000
Less than $20,000
Other:
What has been your biggest challenge or frustration in the past when it comes to legal issues or getting legal support?
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Your answer
What percentage of revenue do you think should be set aside for the legal needs in your business?
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Your answer
If you have had past legal support, what have you enjoyed or appreciated most about the support you have experienced to date?
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Your answer
What have you enjoyed least, (or disliked the most), about the legal support you have experienced to date?
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Your answer
If you had legal support that was perfectly tailored to your needs, what would that look like (in your opinion, or best estimation)?
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Your answer
What is most to least important to you when it comes to legal support: (1 being most important, 5 being least important)
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1
2
3
4
5
Cost/Value (getting excellent value compared to the marketplace)
Experience/Knowledge (expertise specific to your type of business)
Trust/Relationship (working directly & regularly with an attorney you trust)
Responsiveness/Communication (timeliness and ease of communicating)
Creativity/Agility (ability to map strategies and potential solutions quickly)
1
2
3
4
5
Cost/Value (getting excellent value compared to the marketplace)
Experience/Knowledge (expertise specific to your type of business)
Trust/Relationship (working directly & regularly with an attorney you trust)
Responsiveness/Communication (timeliness and ease of communicating)
Creativity/Agility (ability to map strategies and potential solutions quickly)
What is your primary, desired outcome for our time together?
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Your answer
Is there anything else you would like me to know, or any specific questions you have regarding any of the above?
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Your answer
Thank you so much for completing this questionnaire! I look forward to reviewing it and getting back to you in regards to your interest in The Catalyst Club Program.
Please contact me at any time with questions:
heather@legalwebsitewarrior.com
/ 206.799.2539
A copy of your responses will be emailed to the address you provided.
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