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Strategy Call Prep

Strategy call preparation questions. Please answer the following questions in preparation for our call. Allow yourself 10 minutes to complete the survey.

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Question 1 of 23

Which time zone are you in?

Question 2 of 23

Which learning platform are you considering using or are using for your project? For example Kajabi, Thinkific, Teachable, Kartra, Podia etc.

Question 3 of 23

If you have one, please provide the link to your website site so I can see its current set-up.

Question 4 of 23

What are you trying to achieve with your learning platform?

Question 5 of 23

What would success look like to you?

Question 6 of 23

Imagine your business using your chosen platform in 5 years’ time. Describe the business.

Question 7 of 23

If you are using a learning platform, what areas of it are you frustrated with?

Question 8 of 23

If I could wave the magic wand for your online course project, what would you wish for?

Platform Skill Levels

The following questions ask you to rate your skill levels across various features of your course platform. On a scale of 0 to 7 please rate yourself for each feature.

7 means you can teach others about setting up the topic and 0 means you don’t know where to start.

Question 10 of 23

How do you rate your skill with setting up your learning platform including all website pages, blog, branding and theme adjustments, custom domain name, default emails, payment integrations etc?

A

7

B

6

C

4

D

5

E

3

F

2

G

1

H

0

Question 11 of 23

How do you rate your skill with setting up automation, pipelines, email sequences and broadcasts?

A

7

B

6

C

5

D

4

E

3

F

2

G

1

H

0

Question 12 of 23

How do you rate your skill with setting up landing pages and courses including writing effective sales copy?

A

7

B

6

C

5

D

4

E

3

F

2

G

1

H

0

Question 13 of 23

What are the areas you need to focus on first?

Question 14 of 23

How important to you is it that you learn how to use your learning platform so you can work with it yourself?

Question 15 of 23

Describe your target audience avatar.

Question 16 of 23

Briefly describe your strategy for marketing your course/service to that audience.

Question 17 of 23

On a scale of 0 -10, how excited are you to get this project off the ground? 

0 = Nah, not really!

5 = Pretty excited

10 = My adrenaline is boiling!! over

A

0

B

1

C

2

D

3

E

4

F

5

G

6

H

7

I

8

J

9

K

10

Question 18 of 23

What is your timeline for completing this project?

A

Sometime this year

B

Within the next 6 months

C

Within the next 6 weeks

D

I need it done yesterday!

Question 19 of 23

What is your budget for this project?

Question 20 of 23

Do you have your dancing shoes on or your procrastination boots?

A

Dancing shoes

B

Procrastination boots

Question 21 of 23

Is there anything else you would like to mention at this stage that I should be aware of?

Question 22 of 23

Would you like to receive updates from us on the areas you have mentioned in your answers if we think they will help?

A

Yes please

B

No thanks

Question 23 of 23

Are you ready to roll up your sleeves and dive in, or are you more of a "let's take it slow" type of person?

A

Roll up my sleeves

B

Take it slow

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