Pre-Offer Creation Assignment

Please answer all questions below in depth so we can focus on strategy and creating your offers

Offer, Branding, Sales, and Marketing Questionnaire

Full Name

Phone *

Email *

Brand Identity & Mission

What is the core mission of your brand? What core values or beliefs does your brand stand for?

Who is your target audience for your high-ticket offer(s)?

Who is your target client? Specifically describe every aspect of them:

What problems does your target client have?

What is the main transformation or result(s) you help your clients achieve through your coaching program?

Specific transformative Results that you can help them achieve– please keep in mind you will be using these results to market your offer:

7 days

30 days

60 days

90 Days

1 year

You need 4 things to build a strong personal brand in order to build Trust: Below please describe in detail how you entail to implement each aspect to build trust in your personal brand

Excellent Product (or Service) i.e your Offer

Useful:

Functional:

Well-designed:

Excellent story

Founder story:

Product story:

Customer story:

Excellent experience

Customer purchase:

Customer service:

Consistency

Consistent visibility/brand awareness:

Consistent messaging:

Consistent results:

Presentation:

Execution:

Unique Selling Proposition (USP)

How would you describe your unique selling proposition (USP)? What makes your coaching offer stand out from others in the market?

How are you looking to sell the experience of your offer, not the service within itself?

What is the biggest challenge your target client faces, and how does your coaching program address that challenge better than competitors?

What are your target client’s problems?

Emotional:

Spiritual:

Physical:

Mental:

Financial:

Brand Positioning & Messaging

Humans connect to feelings and emotions. Your messaging and brand will reiterate this in each aspect of it:

What do you want people to associate with your brand? (Emotions, Words, Ideas)

How do you currently communicate your brand’s message on your website, social media, and in your sales content?

Do you feel your messaging resonates with your ideal clients? Why or why not?

Visual Branding

Do you have a defined visual identity (logo, color scheme, fonts) for your brand? If yes, how consistently is it applied across your platforms (website, social media, ads, etc.)?

Are there any visual elements you feel need improvement or need to be updated?

Sales Experience & Process

Current Sales Process

Describe your current sales process for your high-ticket offer (e.g., consultations, discovery calls, webinars, etc.)

How do you typically generate leads for your high-ticket coaching program (organic methods, paid ads, referrals, etc.)?

How do you qualify leads before moving them to a sales conversation?

Sales Conversions

What is your current conversion rate from leads to paying clients? How do you measure this?

What do you think is the biggest obstacle preventing more people from purchasing your high-ticket offer?

Have you encountered any common objections during sales calls? If so, what are they, and how do you address them?

Follow-Up Strategy

Will you have an automated email or follow-up system in place for leads who don’t convert immediately? If yes, how will it work?

How often will you engage with potential clients after an initial consultation or sales call?

Sales Team

Will you handle all of your sales calls personally, or will you have a team to support you? If you have a sales team, what is their experience and training?

What type of support, if any, do you need to improve your sales education (sales scripts, training, accountability)?

Marketing Strategy & Experience

Marketing is about:

Making your audience understand that you are helping them

Marketing is about showing people how you help them win

Your top responsibility is to make them see and feel that

Which marketing channels do you want to use to promote your high-ticket offer (social media, email marketing, content marketing, paid advertising, etc.)?

Which marketing channel has been the most successful for attracting your ideal clients?

Which marketing channels do you feel you need to improve or explore more deeply (e.g., SEO, paid ads, influencer partnerships)?

Content Creation

What types of content do you currently create to attract potential clients (blog posts, videos, podcasts, social media posts, etc.)?

How often do you post content to engage with your audience? Are you consistent with your content creation?

Have you ever done any content specifically designed to nurture leads for your high-ticket offer (e.g., email nurture sequence, free resources like guides or webinars)?

Lead Generation & Funnel Strategy

Do you currently use a lead magnet or free offer to capture leads? If yes, how effective has it been in generating high-quality leads for your high-ticket offer?

Do you have a sales funnel in place for your high-ticket program? If so, describe its flow (e.g., landing page > freebie > email sequence > sales call).

How are you nurturing leads between initial contact and conversion (e.g., email sequences, Facebook group engagement, retargeting ads)?

Paid Advertising (If Applicable)

Have you ever run paid advertising for your high-ticket offer (Facebook ads, Google ads, etc.)? If so, what platforms have you used?

How successful have your ads been in terms of lead generation and conversion? N/A

What is your current monthly budget for paid ads, and do you feel it’s producing a good return on investment?

SEO & Organic Reach

Do you currently optimize your website for SEO to attract organic traffic? If so, how do you ensure your website ranks well for relevant keywords?

Are you actively working on building organic visibility through blogs, podcasts, or other long-form content?

How often do you analyze your website traffic, and what tools do you use for SEO research (e.g., Google Analytics, SEMrush, Ahrefs)?

High-Ticket Offer Performance

Pricing Strategy

What is the price point of your high-ticket offer?

How did you decide on that price?

How will your clients perceive the value of your high-ticket offer? Will they see it as worth the investment? Explain how:

What are concerns or objections around the price of your offer that you can potentially encounter?

How will you address them?

Client Results & Testimonials

Do you have a system in place to collect client testimonials or case studies? How do you showcase client success stories?

I also would like to probably host different events brunch you know breakfast different things that women can just come and celebrate

Have you seen significant results or transformations with your clients? If so, can you share some examples?

How will you use client testimonials and success stories in your marketing to build social proof?

Program Structure & Delivery

How do you want your high-ticket program structured (one-on-one coaching, group coaching, self-paced course with support, etc.)?

How will you ensure clients receive the support they need to succeed? Will you offer ongoing support, accountability, or additional resources after purchase?

Goals and Challenges
Short-Term & Long-Term Goals

What are your immediate goals for scaling your high-ticket offer (e.g., increase sales, improve marketing, streamline sales process)?

First 7 days: streamline sale process

30 days: improve marketing

45 days: increase sales

60 days: have a full routine going

90 days: master the system

Where do you see your business? What specific goals do you want to achieve?:

In the next 30 days?

In the next 60 days?

In the next 90 days?

In the next 6 months?

Next year?

In the next 5 years?

Biggest Challenges

What is the biggest challenge you are facing with your high-ticket offer right now (branding, marketing, sales process, client acquisition, etc.)?

What is the main thing preventing you from scaling your offer successfully?

Support Needs

In which areas of your business would you benefit from additional support, coaching, or resources? (e.g., improving sales calls, refining marketing strategy, automating processes, etc.)