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Section 1: Your Essence

What three words describe the energy of your brand right now?
(E.g., vibrant, steady, mystical)

Tell me briefly about your abilities, certifications, skills, and the way your process works

What is your favorite part of your business or service?

If your brand were a living being, what would it do for your ideal clients?

What’s one thing you wish people instantly knew about your business?

What is the biggest or highest priced package, course, or product you have right now?

Section 2: Your Vision

Describe your dream future for your business.

What's one product you LOVE to have in your suite in the next year?

What's one thing you wish you had in your business working for you? (Ex: book, podcast, Youtube channel, private community, a membership)

Section 3: Your Challenges

What’s one area of your business that feels misaligned or stagnant?

What has held you back from aligning your business fully with your energy?

What tech work are able to do your by yourself?

Section 4: Reflection

Choose one of the following:

Your brand feels like:

If you suddenly had the right answers to your questions, how likely would you be to implement quickly?

How do you feel about raising your prices?

Anything else you want me to know about you, your brand, or where you business is?

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