Comprehensive Strategy Session Playbook

This isn’t a pitch. This is a Revenue Rewire Diagnostic where I’ll unpack your lead flow, booking, follow-up, and retention systems.

The goal is to show you where money is slipping through the cracks and map out how to fix it, plus share strategies you can implement today.

At the end, if you’d like help implementing, great. If not, you’ll leave with a roadmap. Sound good?

What information we will gather:

Vision and goals
Services
Revenue leaks
Current lead flow

Estimated time: 6 minutes

Notes:

Answers do not save, so please answer every question and submit at the end before leaving this page,

If a question does not pertain to you please input NA

Personal Information

Full Name *

Phone *

Email *

Company / Business Name *

Address *

Street Address

City

State

Postal Code

Website *

Social Media Links

Facebook
Instagram

Your Vision & Goals

Why did you start your business? *

What made you start your business? *

What excites you most about growing your business? *

Is this your full time gig or just part time business for now? *

Outside of revenue, what does success mean, more freedom, less stress, expansion, legacy? *

Where do you see the business in 5 years: *

Hiring staff

Opening more locations

Working fewer hours

Growth Goals &

Financial Targets

What’s your current monthly revenue? *

What’s your desired monthly or yearly revenue goal? *

Is your focus more on revenue or appointments? *

What’s the biggest challenge holding you back? *

If that bottleneck disappeared, how would it change your bookings or income? *

What have you tried so far to overcome it? *

Where would you ideally like to be in 6 months? *

Would you rather hire staff to grow, or streamline with better systems? *

Services, Packages

& Offers

What are your top 3 selling services? *

What are the price points of these services? *

Do you want to sell more high ticket packages or low ticket clients? *

If you booked more of those higher-value services without adding workload, what would it mean for your revenue? *

The 5 Revenue Leaks Audit: Find & Fix the Revenue You’re Missing

This quick audit uncovers the hidden gaps quietly costing your business money.

By completing it, you’ll get:

Your top 5 revenue leaks holding you back
Actionable insights to capture lost opportunities
A roadmap to grow profits efficiently

Be honest, your answers make the diagnostic powerful.

Ready to find out what’s holding your revenue back?

Click Next

Your Leads & Marketing Performance

Are you currently running ads? Where and with what budget? *

How many leads per week/month and how many convert? *

Do you see it as a lead problem or a conversion problem? *

Are your ads discount-heavy (Groupon, promos) or premium? *

What’s the cost of discounts/giveaways? *

Lead Response &

Follow-Up Audit

How quickly do new leads get a reply, minutes, hours, longer? *

Is follow-up manual or automated? *

Who owns the process? *

How many follow-ups before moving on? *

Most businesses don’t need more leads, they need to maximize the ones they already have

Show Rate &

Cancellations

What’s your current no-show rate? *

How do you handle last-minute cancellations? *

What’s a missed appointment worth in dollars? *

If each appointment is worth $500 (cost of loss of payment and time for another client missed) and 1 in 3 no show, how much are you truly losing per

Reactivation Strategy

& Client Value

What’s your process for reactivating past clients or lost leads? *

Do you run birthday flows, treatment cycle reminders, or seasonal check-ins? *

Your Reviews &

Brand Trust Audit

How many reviews do you currently have? *

How do you collect them, manual or automated? *

Do you use reviews/testimonials in your marketing? *

Your Business Processes

& Workflows

This section helps us understand how your business runs behind the scenes.

By completing it, you’ll get:

A clear view of your current systems and processes
Insights on inefficiencies slowing growth
Opportunities to streamline workflows for better productivity

Accurate answers help us create a diagnostic that uncovers actionable improvements.

Website Performance

& SEO Audit

Monthly site visitors? *

How many convert from organic traffic? *

Do you have a chatbot on your site? *

Do you know your rankings for key services? *

Have you done structured SEO (keywords, backlinks, blogs, site optimization)? *

Who are your top 3 competitors? *

Appointment Scheduling

& Reminders

Are appointments booked manually or online? *

Do you have automated reminders to reduce no-shows? *

Can clients self-book directly? *

Pipeline & Tracking

How do you track leads (new lead, booked, deposit, completed)? *

Do you use tags or a CRM pipeline? *

Multi-Channel Messaging

Do you communicate only by email, or also SMS and DMs? *

Would it help to reply to all channels from one inbox? *

Payments & Deposits

Are payments and deposits manual or automated? *

Do deposits trigger automatically when appointments are booked? *

Marketing & Client Engagement

Which channels are you marketing on right now? *

How often do you post, and what kind of content (before/after, testimonials, education)? *

Do you track marketing spend results (cost per lead, cost per booking)? *

What’s your current process for re-engaging old clients or lost leads? *

Client Experience

What feedback do clients give about booking, communication, or follow-up? *

Where do you think you lose people between inquiry and becoming repeat clients? *

Thank You!

Thank you for completing your intake form. 🎉

We’ve received your responses and will review them carefully. One of our team members will reach out to you as soon as possible via text or call to discuss your results and next steps.

We’re excited to help you uncover opportunities and grow your business!