Intake Assessment Company Name* Email* In a few sentences what differences in your business do you intend to achieve with The Client Success System?*You love the time you spend with your clients and on client work.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeIf you had 3-5 more new clients within the next month, you would be able to serve them well without anxiety.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYou consistently see your clients experience positive results with your services.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYour clients have few, if any, complaints or special requests related to your service.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYou have the marketing systems in place to consistently schedule sales calls with ideal prospects.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYou have a sales script and leadership ability to consistently close 40% to 60% of calls with your ideal prospects.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYou are very confident in your company's ability to produce great results for the clients who are willing to do the necessary work.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeYou have the confidence to fire and/or refund clients who are not the right fit.*Strongly disagreeDisagreeNeutralAgreeStrongly agreeWhat is the highest value accomplishment we can help you achieve in the next few weeks?*We start clients in The Client Success System on one of two paths, sales or operations. The above questions and your answer here will help us coach you to make the best decision for your company at this point in time. Improve sales process to gain several quick clients. Optimize operations to free your team or improve client success.
