Getting to Know Each Other

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This form is intended to be a relationship acceleration tool. Its purpose is to understand your "current reality" and to engage in starting a baseline of information that we can work from to develop a business strategy tailored to who you are, what you bring to the table, what your needs are, the amount of time you can invest, etc.

You are in complete control here. If you think a question or content area is too invasive, skip it. The goal here is positive, constructive dialogue pursuant to a personalized strategy and business plan - for you.

Your Name

Your Phone and Email

Your Sponsor

How many people do you support?

Do other people in your house contribute to your monthly expenses?

Yes

Clear selection

How many sources of income do you have, personally? If more than one, what are the others?

Do you keep a personal calendar/schedule? If so, is it digital, an actual calendar, an appointment book?

Do you make To Do Lists?

Yes

Clear selection

Is one of your major forms of entertainment watching TV? If so, how many hours a day?

Do you have a list of written goals?

Yes

Clear selection

Are you willing to change habits and ingrained lifestyle choices? Or, are you willing to take a hard look at how you invest the hours of your day?

Yes

Clear selection

Do you manage your finances with a written budget? If so, on a spreadsheet? On a paper ledger? On the back of an envelope?

Are you willing to share your monthly income and expenses pursuant to establishing a baseline?

Yes

Clear selection

Do you have any savings, investments, or other type of residual income?

Yes

Clear selection

What monthly dollar amount would enable you to consider leaving your job, including all insurances and taxes?

If you have debt, do you have a plan to liquidate it?

Yes

Clear selection

Do you have access to credit?

Yes

Clear selection

Please check all that you have familiarity with:

Word

Excel

PowerPoint

Screen Capture

Website Builder

Gmail or other email clients

Autoresponder Tool(s)

Customer Relationship Management (CRM)

I own at least one domain name

I am active on Social Media (this will be explored further)

I fear of the learning curve required to advance my skills

I have watched YouTube videos to learn new things

I own a computer

I own a printer

I own a Smart Phone

Have you tried making money as a "side hustle" in the past? If so, what has worked? What has not?

Do you subscribe to any "thought leaders" in the online or ecommerce space?

Yes

Clear selection

What are your biggest fears in getting started?

Do you believe you can make something work and it is just a matter of finding the right thing to "plug into"?

Yes

Clear selection

Who or what inspires you?

Are you willing to talk with people you don't know and genuinely try to help them?

Yes

Maybe

Clear selection

Is making a contribution important to you?

Yes

Clear selection

Are there areas of your life in the past where you have distinguished yourself?

Do you understand that changing habits is hard work due to sacrificing old ways of living your life?

Yes

Clear selection

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