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| CATEGORY | QUESTIONS TO ASK | CLIENTS ANSWER | NOTES |
|---|---|---|---|
| Business Foundations | Can you tour me to what you’re actually offering from your main offer to cross-sells? (Coaching, course, agency service, digital product, physical product) | “6-week fitness coaching for busy moms” | |
| Can you tell me more about your market? ( income, lifestyle, pain points, buying capacity) | “Working moms, no time for gym” | ||
| What problem do you solve? (Clear measurable transformation) | “Lose weight without dieting or long workouts” | ||
| Why should people buy from you? (Your differentiator or USP) | “Short-home routines + custom meal plan” | ||
| Traffic and Lead Sources (TOFU) | Where do leads come from? (TikTok, FB ads, YouTube, referrals, IG reels) | “Mostly from TikTok content” | |
| Which channel converts best? (Quality leads vs high views) | “FB leads buy more” | ||
| Do you measure metrics? (Reach, clicks, CTR, cost per lead) | “No tracking, guessing lang” | ||
| How do people discover you for the first time? (Viral videos, paid ads, word of mouth) | “Relatable mom videos” | ||
| Funnel and Nurture System (MOFU) | Do you have a funnel? What type? (Opt-in page, webinar funnel, lead magnet funnel) | “Opt-in page lang” | |
| What funnel assets exist? (Lead magnet, landing page, sales page, checkout, email sequence) | “Lead magnet + landing page only” | ||
| How do you nurture leads? (Daily value posts, email sequence, chatbot follow-ups) | “Wala. After opt-in, tahimik na” | ||
| Do you have automated scripts? (Email sequence, messenger bot, SMS reminders) | “None. Manual lahat” | ||
| Have you mapped objections? (Time, price, fear of failing again, trust issues) | “Common objection is time and fear of failure” | ||
| Community and Warm Audience | Do you have a community where leads stay engaged? (FB group, Telegram GC, Messenger broadcast, email list, Discord) | “We have a FB group pero inactive” | |
| How often do you show up? (Daily value, weekly trainings, live Q&A) | “Once a month lang” | ||
| Do you give exclusive value inside? (Guides, templates, challenges, mini lessons) | “None. Walang structure” | ||
| Have you launched to them? What happened? (Conversion rate, activity, responses) | “2 buyers only. No nurturing” | ||
| Automation Systems | Do you follow up leads? (7-touch rule, automated reminders, tags, segments) | “No follow-up automation” | |
| Do you send call reminders? (SMS, email, calendar sync) | “No reminders” | ||
| Do you recover abandoned carts? (Cart recovery sequence, FOMO push) | “None” | ||
| Do you onboard new buyers automatically? (Welcome email, access instructions, next steps) | “Manual Google Drive link” | ||
| How manual is your sales process? (Percentage or exact steps) | “Almost everything is manual” | ||
| Sales Closing Process (BOFU) | What happens when someone inquires? (DM script, call flow, chatbot pipeline) | “We freestyle” | |
| Do you use a closing script? (Framework for objections, urgency, positioning) | “None” | ||
| Do you have a checkout page? (Payment options, testimonials, FAQ) | “Checkout page hindi optimized” | ||
| Do you offer flexible payments? (Installments, different banks, debit/credit) | “GCash only” | ||
| What objections do you commonly hear? (Time, budget, disbelief, fear of risk) | “Time and fear of failure” | ||
| Customer Experience | What happens after payment? (Welcome sequence, onboarding call, group access) | “Manual add sa GC” | |
| Do clients know what to expect next? (Roadmap, dashboard, timelines) | “Walang clear steps” | ||
| Do you collect testimonials? (Screenshots, stories, before/after) | “Not yet” | ||
| How do clients feel during the process? (Overwhelmed, confused, clear, guided) | “Confused” | ||
| Data and Performance | Do you track metrics? (Conversion rate, leads per week, CPL, CAC, retention) | “No data” | |
| Lead to buyer conversion? (Percentage or count) | “Unknown” | ||
| Do you have proof? (Screenshots, case studies, wins) | “Wala pa” | ||
| What stops scaling today? (No nurturing, no automation, poor messaging) | “No system, no nurture, no automation” | ||
| Future Plans and Goals | 90-day revenue target? (Exact number) | “500,000 pesos” | |
| If money was not an issue, what would you fix first? (Funnels, team, systems) | “Automation and funnels” | ||
| Willing to adapt if we see gaps? (Openness to change) | “Yes, pero di alam saan magsisimula” |
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