Pre-VIP Day Worksheet About Your Business Give us an idea of your company, your goals and what will make our work together a win for you. Name First Last Email* Best phone to reach you*Cell phone is great, especially if you can receive texts)Website any additional websites?Please put links to any social profiles belowBest/fastest way to reach you* email linkedin message FB message Text phone other If we need a quick answer, where should we try to get to you? How many work at your company?*Please enter a number from 1 to 1000000.If you run a department or team, how many are in it?Please enter a number from 2 to 1000.Who is/are the target customer(s) for your business?*What are some goals, dreams or outcomes they really want, but don't have? What are some problems they have and don't want?Are there any brands or competitors whose work you admire, and why?(list their names and include their websites and/or social media if you like) What would you say are your company's main challenges right now?These can be general challenges, and also ones specific to our projectWhat do you do better than anybody?*Will we also be addressing any internal communications within your company? Yes No Maybe later What top 1-3 things would need to happen a result of our work together for you to consider our project a success?*Are you able to meet via webcam?* Yes No Ok to record our meetings?* Yes No Recordings are completely confidential. They will be shared with you. They are exclusively for documentation purposes so we can refer back to our conversations if needed. Just for fun: if you've had any assessments, what "type" are you? How does it impact how you like to work?Examples: Myers-Briggs, Strengths Finder, Kolbe, etc. Besides our current project, what other problems might we solve together? Making offsite meetings more productive and memorable Naming new products or processes Increasing retention and implementation of trainings Increasing employee engagement and pride in the company Explaining complex processes to customers Improving storytelling skills for more powerful communication Brainstorming new and innovative ideas, products or solutions to problems Understanding your customer avatar psychology more deeply Other This is just to identify any additional value we might get out of our work together. Check all that apply. You are not committing to anything! If you checked "other" above, please elaborate below.When is your birthday? MM slash DD slash YYYY (pick any year 🙂 Mailing address(Where you can receive letters & packages. No junk mail, we promise! ) Anything else you'd like to share? Δ
