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Step 3: Complete Your Intake Form

Time to Complete: 5 mins

Project Investment


Intake Form

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These obstacles really help me understand what you hope to overcome by working with me AND how I can help you overcome these obstacles.
This helps me understand what about me/my approach stood out to you!
(If applicable) I like to use your words directly to encourage others who may be in a similar situation to take action!
This simple step is imperative and saves us a ton of time (and back and forth) in the future.

Now For The Contents Of Your Site...

ex. Get visitors to fill out an application to work with me
ex. Beyond Gym Selfies, Evolve Health Coaching, Darren Peel's Site
ex. Get prospects to submit an application, display my personal brand to establish myself as an authority figure, get visitors to purchase my service
ex. Apply to work with me 1-on-1, Sign up for my newsletter, Join my group coaching program, Download my free guide, Book a free strategy call, etc.
ex. Mailchimp, Leadpages, ClickFunnels, Typeform, Calendly, etc. (Please ensure login credentials are shared in LastPass as well)
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