Client Success Audit Name* Email* Program InformationWhat is the name of the primary program / service that we will be looking at with this Audit? What is the length of the program?How long do you work with clients in this program? What is the price of the program?How many concurrent clients are you serving right now?With your current model, what is the maximum concurrent clients you can work with?How much one on one time do you spend on each client? What is the total amount of staff time you are spending on fulfillment per week? Client SuccessHow many clients have you worked with in the last 6 months?How many refunds have you issued in the last 6 months?How many people have not completed the program in the last 6 months?How many nightmare clients have you had in the last 6 months? How have you handled these nightmare clients?Please describe the aspirational results that you advertise in your marketing?What percentage of clients get these results?*Just an estimate based on your experience.0%5%10%15%20%25%30%35%40%45%50%55%60%65%70%75%80%85%90%95%100%I have no idea 🙁Retention and UpsellsDo you have a continuation program? Yes No What is your continuation program called?* What does it cost per month?*What is the commitment for your continuation program?*Month to monthQuarterly6 MonthsAnnualDo you have an upsell opportunity? Yes No What is your upsell called?* How much does your upsell cost?*What is the length for your upsell program?* Client FlowLastly, we need to know the approximate percentages of people who just leave at the end of your program, continue in a continuation program, or upsell to a premier program. Rough estimates are fine.Clients Who Leave at the Conclusion of Your Primary Program*0%5%10%15%20%25%30%35%40%45%50%55%60%65%70%75%80%85%90%95%100%I have no idea 🙁Clients Who Continue in a Continuation Program*0%5%10%15%20%25%30%35%40%45%50%55%60%65%70%75%80%85%90%95%100%I have no idea 🙁Clients Who Enter Your Premier Program*0%5%10%15%20%25%30%35%40%45%50%55%60%65%70%75%80%85%90%95%100%I have no idea 🙁