Contact Info

So we know who we are talking to

First Name

Last Name

Phone *

Email *

Section 1: The Reality Check

Your life, your vision, and what is actually getting in the way

1. Fast forward 12 months. If everything goes the way you want it to, what does your business look like. More importantly, what does your day look like?

3. What is the one task, obligation, or area of your business that completely drains your energy? What's the thing you procrastinate on or dread the most?

4. If you could get back 15 hours a week, what would you actually do with that time?

5. How often do you find yourself doing low-level admin work; (emails, scheduling, data entry) on nights and weekends instead of resting or being present?

Rarely. I have pretty good boundaries.

A few times a month. It creeps in more than I would like.

Almost every night. Work never really stops.

I do not remember what a weekend actually feels like.

Section 2: Revenue and Leads

How you make money and where the gaps are

6. What is your primary product, service, or offer right now? What does it cost?

7. What is your monthly revenue goal, and what are you currently hitting?

8. Where do your best clients or customers currently come from?

9. What part of your sales or client fulfillment process feels the most held together with duct tape right now?

10. When a new lead reaches out — via email, DM, or your website — how long does it typically take for them to hear back? Is that process manual or automated?

11. If your marketing worked perfectly and 10 ideal new clients landed in your lap tomorrow, would your current systems handle it smoothly, or would things break down?

Smooth sailing. I am set up to scale.

It would be chaotic but I would survive.

Everything would shatter. I am not ready for that volume.

12. Once a client says yes and pays you, what happens next? Is your onboarding a seamless experience for them, or is it a manual scramble behind the scenes?

Section 3: Tools and Systems

What you are using, what you hate, and where AI fits in

13. List all the software, apps, and tools you currently use to run your business or your day.

14. Which of those tools do you actively dislike using but feel stuck with?

15. How are you currently using AI in your day-to-day work?

I am not using it

I pay around with chatgpt

I have some basic usage

I am an advanced user

16. Who is currently running the backend of your business? Are you wearing every hat, or do you have a team or VA?

17. How many hours a week are you spending staring at a blank screen trying to figure out what to post or how to market yourself?

Section 4: How You Work Best

So I can show up to our call prepared to give you what you actually need

18. When it comes to implementing new systems, tools, or tech, what usually gets in the way? Select all that apply.

19. When it comes to making changes in your business, which sounds more like you?

7 to 15 sec: Hook test / Ad creative

30 to 60 sec: Reel / Short / Quick win

60 to 90 sec: Full story / Organic Reel

3 to 10 min: YouTube / Deep dive

20. Be totally honest; if you change absolutely nothing about your systems, your tools, or your workflows today, what does your life and business look like 6 months from now?

Section 5 : Visibility & Workflows

Content, intelligence, and the hidden time drains

21. When it comes to marketing yourself and creating content, what does your current process look like?

I have a system and post consistently without stress.

I wing it, stare at a blank screen, and it takes way too long.

I am completely paralyzed and rarely post at all.

22. How do you currently stay on top of industry news, market shifts, and trends so you can position yourself as an expert?

I manually scroll social media and read scattered articles when I have time.

I subscribe to newsletters I never actually open.

I am completely out of the loop and falling behind.

I have an automated briefing system already.

23. How much mental energy is currently being drained by personal life admin (meal planning, scheduling, managing the household)?

24. If you had a digital agent that woke up before you every single morning and completed one massive workflow automatically, what would you force it to do?

Section 6: Your Audience & Marketing

Who you serve and how you reach them

26. How often are you posting right now across all platforms?

27. Who is your ideal client or customer? Describe them in as much detail as you can.

28. What is the one piece of content, campaign, or approach that has worked best for you so far?

29. Now that you have thought through all of this... we cannot pave the road if we do not know where we are going. What does winning actually look like for you? When you reach your end game, what role do you play in your business, and what does your life look like?

30. What is your overall goal for this experience? Not just the call, but working with Unchained Digital?

31. Is there anything else you want me to know before our call? Anything you did not get to say above?