Skip to content
Clarity Call
Call Completed With
First
Last
Email
Clarity Call Date
MM slash DD slash YYYY
Who can I thank for referring you to me?
You wrote in Youcanbook.me that you wanted to talk about
How much volume do you do?
How many deals did you do last year?
What are your goals?
Where are you?
How long have you been in business?
On a scale of 1 to 10, how strong are your systems?
1
2
3
4
5
6
7
8
9
10
On a scale of 1 to 10, how reliant are you on “tribal knowledge”/the specific knowledge of people on your team?
1
2
3
4
5
6
7
8
9
10
Would you like a free consultation with our preferred systems partner?
Yes
No
Do you have an Ops Manual?
Yes
No
What do you want to build?
What does your current team consist of?
What would you like the team/situation to look like in 90 days?
What role are you going to play?
Are you in coaching yourself?
Yes
No
May I ask with whom?
Hidden
ContactuallyID