Hidden Money Evaluation Leave this field blank Name Email Name of Business Website if any (optional) https:// Facebook Page? (optional) https:// Instagram? (optional) (optional) https:// YOU AND YOUR BUSINESS Tell me about what you do and how your business is set up What is going on in your business right now, the full truth - no judgement here! If I made you pick just one challenge you are facing.. which is the biggest and why? Why has this challenge not been solved by you before now? What are the other challenges you need help with at the moment? What, in your opinion, is just simply not working? If you could change 3 things in your business and life instantly, what would they be? What do you do right now to work on your mindset and keep it strong? YOU AND TIME Do you feel like you are overworked or under-worked right now and why? How much time do you give to your business each week/month? How much time is given to client fulfillment? How much time is given to all other tasks - mindset/ sales/ planning/ etc? What does your self-care routine look like at the moment? In an ideal world - how much time would your business actually need from you? Any ideas on how you could achieve this? YOU AND MONEY How much income has your business generated in the past year? What is the minimum amount you need to generate each month just to cover overheads - both business and personal? Are you making enough to cover monthly overheads right now? Yes No If "No" where is the short fall coming from? (optional) How much would you like to generate in the next 12 months? What is your plan to make this money? How many "active" income streams do you currently have in your business and what are they? Tell me about your relationship with money? How do you feel about it? Do you have a "business money" structure in place? e.g. business bank account, all business money ending up in the same place, easy payment systems for your clients? YOUR BUSINESS DREAM What does your dream business structure look like? What do you want to be known for as a result of being the owner of this business? Is there anything currently stopping you from having this now? What are you currently doing daily/weekly to take steps towards this being your reality? YOU AND SALES What do you currently sell in your business and how much for? Talk to me about your sales strategy.. what does it look like? How consistent are you? Do you consider the structure of your business and the time involved for client fulfillment before creating items to sell? What are you currently not selling but would love to sell? Where do you think you are leaving money on the table right now? How easy do you make it for your clients to pay you? Is this payment strategy working for you or would you prefer to change it? OUR DAY TOGETHER What are the top 5 things do you want to walk away with from this one day intensive? Anything else you would like to tell me? Where is your preferred location to meet? In Trim or within an hour from Trim? I would recommend not your business premises if possible.. good to get away from it to fully focus! Lastly - What is your favorite coffee or non-alcoholic beverage 🙂 , and how do you take it? 🙂 Review reply Save draft
