Pre-qualification form |

1. Basic Information

Full Name *

Email *

Phone / WhatsApp *

Business / Project Name *

Website / Main Social Media If you don’t have one yet, type “I don’t have one”.

2. Business Size & Type

What stage is your business currently in?

It’s just an idea, I’m not selling yet. Freelancer / Solopreneur with some clients. Local service business with small team (2–10 people). Medium service company (10–50 people). Large company or organization (50+ people).

What type of services do you offer? e.g., Tours, Health, Education, Consulting, Beauty, Legal, etc.

Which city/country do you operate in and what area do you cover?

3. Current Marketing Status

Do you currently have a website or landing page to sell your services?

Yes, I have a website and use it actively. Yes, I have one, but it generates almost no clients. I only have social media (Instagram, Facebook, etc.). I don’t have a website or landing page yet.

Do you currently invest in digital advertising?

No, I have never invested in online ads. I have invested occasionally, but not consistently. Yes, I invest consistently every month.

If you invest (or have invested), on which platforms?

How much do you invest (or are willing to invest) per month in paid ads? Budget for ad platforms only, separate from my fees.

0 – I have no budget for ads. Less than $300 USD/mo. Between $300 and $600 USD/mo. Between $600 and $1,500 USD/mo. Between $1,500 and $3,000 USD/mo. More than $3,000 USD/mo.

Who currently manages your marketing/campaigns?

4. Numbers & Goals

How many new clients (or leads) do you get per month approximately?

What result would make you say “it was worth it” after 3 months of working together? e.g., Double bookings, lower cost per lead, fill the calendar, etc.

What is your main goal for the next 6 months?

Start getting my first clients. Go from sporadic clients to a consistent flow. Scale a working business and increase volume. Optimize what I have to improve profitability. Other

5. Budget for Services (My Fees)

What monthly investment range are you willing to allocate for marketing strategy and management (my fees), excluding ads?

Less than $300 USD/mo. Between $300 and $600 USD/mo. Between $600 and $1,000 USD/mo. Between $1,000 and $2,000 USD/mo. More than $2,000 USD/mo.

Are you interested in a “Growth Partner” model (lower fixed fee + variable based on results)?

Yes, I’m interested in a results-based model. I prefer a fixed monthly model, no variables. Not sure, I’d like to understand it better.

6. Urgency & Decision

When would you like to seriously start working on your client generation system?

Are you the final decision maker for hiring this service?

Yes, I make the decision. No, I decide together with someone else. No, I am only gathering information for someone else.

If you are not the main decision maker, who else is involved?

7. Mindset & Expectations

Are you willing to commit to at least 3 months to test, adjust, and optimize a client generation system?

Yes, I understand that serious results take time and data. No, I’m looking for something very short-term / quick fix.

What worries you most about investing in marketing right now?

Briefly tell me why you think your business is a good candidate for this system.

Application Received

Thanks for sharing your details. I’ll review your application and get back to you shortly.

Pre-Qualification FormClient Generation System

Application Received

Pre-Qualification Form
Client Generation System