Full name
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Email
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Phone (Including Country Code)
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What is your Location (City and Country)
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Tell me a bit about what you do and who you serve.
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What inspired you to reach out for mentorship at this stage of your life or business?
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What are the top 3 words you’d use to describe the next-level version of yourself?
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What is your area of expertise or main focus right now?
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Are you currently offering any products, services, or digital programs? If yes, please list them.
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What’s your current average monthly revenue (in USD)?
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$20,000 and above
$10,000 - $20,000 monthly
$5,000 - $10,000 monthly
$2,000 - $5,000 monthly
Less than $2,000 monthly
What are your biggest current challenges when it comes to: Monetizing your expertise; Scaling your impact; or Building your brand visibility?
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Which of these best describes your current business systems?
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I’m doing everything manually
I have some automation, but it’s inconsistent
I have working systems, but need optimization
My systems are strong, I just want to scale my impact and influence as a thought leader
Why do you believe now is the right time for you to step into this next level?
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What does being “Wealthy by Design” mean to you personally?
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What does success look like for you one year from now if we work together?
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What kind of accountability or coaching style helps you thrive best? (e.g., gentle guidance, tough love, structured frameworks, high challenge/high support)
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Have you ever invested in private coaching or mentorship before? If yes, what was your experience like?
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Why do you feel you are a great fit for the Wealthy By Design MASTER™ Coaching?
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What would you like my personal support to help you achieve during our time together?
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If accepted, what level are you prepared to make a financial investment on a monthly basis?
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$5,000 and above monthly
$3,000 - $5,000 monthly
$2,000 - $3,000 monthly
$1,000 - $2,000 monthly
Less than $500
If accepted, how soon are you ready to invest into the coaching program?
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Yes, I’m ready to invest in myself at this level
I may need a more flexible payment plan
Not right now, but I’d like to explore future opportunities
Is there anything else you’d like me to know about you, your vision, or your goals before we connect?
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