Before the Journey Intake BD Form

In order to successfully arrive at your destination and find a map to get there, you need to realistically know where you are starting. These questions should take you approximately 15-30 min to complete. You will receive a copy of your answers upon clicking submit.

This field is for validation purposes and should be left unchanged.

What would be an ideal outcome at the end of this initial outreach engagement together? E.g. Contacts added? Communications sent? Meetings set?(Required)

What would your business look like for you at the completion of the outreach program?(Required)

What is your company's mission and vision? To what extent do you have a full understanding of your day to day impact on that mission and vision?(Required)

What are your top goals for this year? Next 6 months? Next 3 months?(Required)

What are your short-term priorities for business growth? Long-term priorities?(Required)

How productive have you been in business development over the past 12 months? How are you looking to improve your business development?(Required)

What are you resisting when it comes to business development? What do you need in order to become more effective?(Required)

What are you currently doing to level-up in your your professional life? Books, podcasts, other publications, events, community involvement, etc.(Required)

What does your life outside of business look like? Family, hobbies, church, communities, etc.(Required)

Are you involved in other organizations - particularly volunteering, board memberships, community activities, industry associations, etc.?(Required)

What is your specific value proposition? How consistent are you in communicating that?(Required)

Who specifically is your ideal client(s)? What industry are they in? What problem(s) do you solve for them? How effective are you at reaching them? Where are you reaching them?(Required)

What does your client experience look like? How consistent is that experience for each client?(Required)

What are the most important things you need to focus on to advance your business development?(Required)

How effective are you at managing the business development process? E.g. Starting, following up and following through? What aren’t you completing?(Required)

What are the different tools you use to manage your business? Do you use calendar appointment or project management software, a Customer Relationship Management (CRM) tool, spreadsheets, etc.? How consistently are you using them?(Required)

What are you measuring and why? What are your leading indicators? (e.g. contacts, events attended, etc.) Lagging indicators? (e.g. closed sales, etc.) How do these align with your top business objectives & goals?(Required)

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