Marketing Coach - Intake Form Review.
Intake Form Questions A Marketing Coach Didn't Know To Ask.
A marketing coach who works with spiritual entrepreneurs.
This coach has an intake form for people to fill out before their first call to her.
The main goal of an intake form is:
To not only capture enough intake information from a client, but to help your buyer experience your expertise in regards to their problem and how you can help them solve it.
A good marketing coach needs a good client intake form - otherwise, how can you work with your client?
Here is the catch: most coaches and service providers create intake forms that are full of pre-qualifying mistakes and assumptions.
Come along with me as I walk you through the questions that need to either be changed or improved.
Get Specific.
As I looked over the Instagram bio of this coach, I noticed how specific the description of the type of entrepreneur they work with and exactly how they help.
The specificity is smart, this coach has niched down and can easily articulate who they work with and how, but all of this vital information is missing in their intake form questions.
Pre-qualifying.
Unless you are almost booked out, stating your fees before a buyer goes through your intake process isn’t advisable.
When pre-qualifying buyers with your intake form you want your buyer to tell you as much information about their beliefs about their problem, and what they have done to try to fix it.
With strategic intake questions, you can screen buyers for fit before hopping on a sales call.
What to Expect From An Intake Form Introduction.
The intake form introduction below is far too overwhelming for the buyer.
Instead of laying out all of the options included in this program you want to lay out what they can expect from this call and what they will walk away with as a result of the conversation.
Most buyers will struggle to remember this information and besides that, it’s waaaayyyy too early to put all of this information on a buyer who is in the midst of a buying decision.
Buyers Need A Space To Be Heard.
A coach who offers 1;1 coaching and a Mastermind, like this coach is, happens to be missing an opportunity to ask questions about the buyer’s challenges with visibility and inner blocks as the Instagram bio suggests.
This is a huge missed opportunity to gather buyer language and assess their buyer’s behavior to see if they are a fit for the program.
Everything about this intake form is focused on the coach and their needs.
This is a big no-no.
