First Name

Last Name

Date of birth

Email *

Phone *

Address

Street Address

City

State

Country

Postal code

Website URL (write N/A if you don't have one)

Instagram handle

Facebook business page handle (if applicable)

Family information - please share the name of your spouse/ partner (if applicable) and kids' names and ages (if applicable)

To get started, I'll ask you to share some information about how you grew up to give me better context for the life experiences that have shaped your mindset. Please share with me about how you grew up, who raised you, and what the common beliefs were in your family around money and success.

Who provided for your family financially growing up, and how did they do it? (i.e. were they an entrepreneur, worked at a job, etc)

When you were growing up, what sort of behaviors were you praised for, and what was frowned upon?

Describe your relationship with your mother.

Describe your relationship with your father.

Anything else you want to share about your relationship with your parents or your upbringing?

On a scale of 1 - 10, how would you rank your spiritual connection presently? Why? What would make it a 10 for you?

What's your current relationship to your masculine and feminine energy? What would you love to shift or change here?

What do you feel your purpose is at this point in your life?

What needs to change in your daily life, career and relationships for you to feel like you are showing up in your fullest expression and power?

What is your relationship with money? Describe it in as much detail as you can (i.e. it flows easily and naturally for you, you are always scared of it leaving you, etc)

What is your relationship with time? Do you feel like you always have plenty of time for what you need to do, or do you feel overwhelmed and behind a lot of the time?

On a scale from 1 - 10, how do you feel every day? What would need to change for it to be a 10?

Next, let's talk about your vision. What is your big vision for your life and career?

What would you love to do more of in your business and life? What would you love to do less of?

What are the top 3 things you're looking to create in the next 90 days through this program?

What are the top challenges you're currently running into in relation to achieving your goals?

How specifically can I best be of service to you this year? What are you looking for from this mentorship?

And finally, let's get into the details of your business or sales position. First, what is your relationship with sales? What feels like it’s working in that relationship, and what doesn’t?

What has your average monthly income been for the past 90 days? If you’re an entrepreneur, please share both average income and revenue numbers.

What are the current revenue streams in your business/ sales career, and how much is an average client worth to you?

If you’re an entrepreneur, what does your company currently look like? Who’s on your team, what roles do they do and what roles are you in charge of?

If you're an entrepreneur, what business model do you desire to create?

If you had the opportunity to be featured on any magazine cover, which one would it be?