Discover the secret to an intake form that sells.
Do you dread getting on sales calls because you have no idea if they are going to be a good fit?
Are you going into sales conversations without knowing what your buyers’ needs are?
Maybe you’re wondering if they need the solution you are selling?
I’ll help you create intake form questions that aren’t only positioning you as the go to expert, but will help you identify right fit buyers. No more going into sales conversations worrying that you’ve not qualified a buyer and it’ll be a huge time suck for you.
Intake Form Intensive
An action packed intensive deep-dive into your intake form questions and sales strategy.
An Intake Form Intensive is for you if..
you use an intake form followed by a sales conversation and you’re not getting all the buyer info you need to make the sale.
During the Intake Intensive, I will help you create a custom-designed intake process, that will increase sales conversion rates.
If you’re not getting all the intake information you need from the intake questions you are currently using, you’ll have to work really hard during the discovery call to ACTUALLY figure out if you can help solve your buyer’s problem.
In this 90 minute session we will co-create:
What’s included:
A deep-dive assessment of your intake form questions and sales strategy
A custom-designed intake questionnaire, that will increase sales conversion rates so you can ask like an expert.
An in-depth review of what’s working and not working based on past intake form answers and clients
Alignment of your signature offering with your intake form and sales systems
Co-created intake form questions - you and I are brainstorming + banging out questions together based on your expertise
1 week of Google Documents access to Heidi - to hold you accountable to your new strategy and intake questions
90-minute Zoom call - recorded and emailed to you.1- 90 min Zoom coaching call recorded and emailed to you
Together we’ll dig into how your intake form aligns with how you sell
$995.00 USD
Step 1. Click the Start Here button to pay + schedule your session
Step 2. Answer the intake form questions
Step 3. Show up on Zoom ready for your Intake Form Intensive
The most valuable part (and this surprised me) was how much insight you had into my business as a whole. The conversation about a (seemingly) simple thing like an intake form led to a really deep awakening for me.
Karen Styles , Coach
Tired of not knowing what intake form questions to ask?
An Intake Form Intensive is for you if:
you’re tired of half-assed intake answers, making you feel less than prepared for sales calls.
Clients come to me to master their intake process when:
✔️You have unqualified leads who are flying through your intake form and wasting your time on sales calls
✔️You aren't getting enough buyer information to verify client readiness nevermind close the sale
✔️You want a process to sort through your leads before saying yes to a sales conversation.
✔️You want to ask better questions to assess your buyer's readiness to invest
I wanted to create an intake form that would help me dig deeper into where a potential client is at in their business journey. For years I used a form with general/generic questions that didn't tell me what I needed to know about the person contacting me. Which ended up costing me a lot of time with back and forth emails. Now when someone contacts me, I know if we're a good fit or not which has been a game-changer in signing ideal clients.
Steph Zangeneh Azam, Graphic Designer
Imagine this:
Finally, having an intake form that’s a tool to help you close more sales.
Now, think about this, no more half-assed, half complete, intake forms and no more buyers skipping questions, or quitting halfway through.
After working with me clients walk away with:
✔️Intake form questions that qualify leads for you and prepare clients to work with you
✔️Potential clients who book a call because they are excited to work with you and ready to take the next step
✔️A conversion rate that you are slightly embarrassed to talk about to one that you feel proud of.
✔️ Potential clients who have been through a rigorous intake and sales process that the moment they get started they are ready to get results.
Feeling confident in your sales process - starts with a solid intake form, one that delivers strong buyer information.
Asking better questions means you get straight into the sales conversation feeling confident in the buyer's intentions and your own ability to demonstrate the value of the service you have to offer.
