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Endless Clients Module 1 High Value Discovering Questions Swipe

The document provides examples of value-discovering questions that can be asked of clients to better qualify them and determine if they are a good fit. It includes general information questions, revenue questions, and business goals questions. Some examples are: name, contact details, details about their business, current revenue, goals for the project, challenges, and ability to budget for services. Asking the right qualifying questions upfront can help ensure a good client fit.

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YOUSSEF ELALAMI
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411 views4 pages

Endless Clients Module 1 High Value Discovering Questions Swipe

The document provides examples of value-discovering questions that can be asked of clients to better qualify them and determine if they are a good fit. It includes general information questions, revenue questions, and business goals questions. Some examples are: name, contact details, details about their business, current revenue, goals for the project, challenges, and ability to budget for services. Asking the right qualifying questions upfront can help ensure a good client fit.

Uploaded by

YOUSSEF ELALAMI
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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www.getwsodo.

com
www.getwsodo.com

61 Value
Discovering
Que s t i o ns S wi p e
File
61 Value Discovering Questions Swipe File
The best way to qualify the clients you work with is to have them answer
value discovering questions. You can do this on a call, via email or by having
www.getwsodo.com
www.getwsodo.com
them fill out a client intake form. The right question at this stage can make
all the difference.

Below are some examples of what some questions from other client intake
forms look like. Use it as a starting point for creating qualifying questions
that make the most sense for your business.

General info

● What's your name?


● What's the best email address to reach you?
● What's the best phone number to reach you?
● Are you the one who will be paying for this work?
● Are you the main point of contact that we'll be speaking
● with on a day-to-day basis?
● Can you tell me a bit about yourself?
● What's the name of your business?
● Do you have an existing website/store/blog? What's the URL?
● What do you sell?
● What’s different about your company?
● Anything else you'd like to tell me?
● How'd you hear about us?
● What does your business do and whom do you serve?
● When is your ideal start date if we decide to work together
● Do you already have the project started or do you need it to be
created from scratch?
● Have you worked with contractors/consultants before?
● When would you like to get started?
● Who is the driver on this project?
● Who is the approver?
● Who are the contributors?
● And who should stay informed (but is none of the above)?

Revenue Questions www.getwsodo.com


www.getwsodo.com
● In the last 30 days, how many visitors have you had?
● In the last 30 days, how many purchased?
● How many people are subscribed to your email list?
● How often do you email them?
● How much of your revenue is driven by email?
● What is your current customer churn
● What is your current revenue churn?
● What are you selling or trying to get a "yes" to?
● What do your customers think of your brand?
● Why will they care about your product/service?
● What's the tone you are seeking?
● Which of the following activities are you doing now? [list of services
you offer]
● # of people on your team (including yourself)?
● What is your annual revenue?
● Have you done a customer survey in the last 12 months (with data to
share)?
● Do you have Google Analytics or Fathom running and can we see
that?
● Can you presently afford to budget [my business] as an investment
in growing your business?

Business Goals
● What's the #1 business goal you're working towards?
● What does success look like for this project?
● How can failure be avoided with this project?
● What will happen to your business if nothing changes?
● Where do you see your business a year from now?
● Three years from now?
● 10 years from now?www.getwsodo.com
www.getwsodo.com
● Why did you come to me specifically?
● What is the single most difficult thing in your business right now?
● Why are you moving forward with this project now?
● In a few sentences, tell me what marketing challenges you need help
with.
● What's the #1 takeaway for people who experience your brand?
● How are you currently accomplishing [project goal]?
● What are you looking to achieve by working with a someone like
me?
● What is your primary KPI for this project?
● Will you be able to connect us with 12-15 users/customers to
interview?
● What would make this project a success in your eyes?
● How quickly do you expect to see results?
● Do you currently have the ability to budget [my business] as an
investment in growing your business?

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