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Luxe Consulting Onboarding Form
Business Fundamentals
Owner Full Name
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Business Name
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Industry / Service Type
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Website URL
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Location (city, country)
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Monthly Revenue (approximate)
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Number of Staff
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Phone
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Owner WhatsApp Number (If Apllicable)
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Business Email
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All Team Members
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Ideal Client Profile
Describe your ideal client in as much detail as possible
What is the typical budget or spend level of your ideal client
What geographic area do you serve
What are the most common reasons a lead turns out to be a bad fit
What are the three to five questions that would immediately tell you whether someone is worth speaking to
What is the minimum average order value you will take on (What the client pays)
Current Acquisition & Marketing
Where does most of your business come from today
Are you currently running paid ads? Y/N:
If yes — which platforms, approximate monthly spend, and what results are you seeing:
Do you have an existing landing page or funnel? Y/N — if yes, URL:
Do you have a Facebook / Meta Business Manager set up? Y/N:
Do you have a Google Ads account set up? Y/N:
Sales Process
Walk us through what happens from the moment a lead comes in to the moment they become a paying client:
Who handles inbound enquiries — you, a team member, or no one consistently:
What is your current average response time to a new lead:
What does your current follow-up process look like after the first contact:
What are the most common objections you hear from prospects:
What is your typical close rate on qualified leads (rough estimate):
CRM & Technology
Do you currently use a CRM? Y/N — if yes, which one:
What other software or tools are you currently using to run the business (booking, invoicing, communication, etc.):
Offer & Services
List your core services or packages with a brief description of each:
Which service do you most want the us to focus on generating leads for:
Notifications & Communication
Who is the primary point of contact for this engagement — name, email, phone:
What is the best way to reach you day to day (WhatsApp, email, phone):
Who else on your team should be looped in — names, roles, and contact details:
How do you want to recieve reports and updates:
Other Needed Info
Where should we target to start out? What Citys? Go into Detail (New York/London 80KMs) etc.
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Anything Else We Should Know About?
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How do we differ from competitors?
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How would you describe our brand in three words?
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Is there a specific tone you prefer for front end advertising (e.g., professional, casual, friendly, authoritative)?
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Are there any offers we're currently running or planning to run?
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Who are our top three or more competitors?
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Monthly ad spend budget
Average deal value
Target ROAS (Return on Ad Spend)
Target cost per lead
Monthly lead target
Monthly revenue target
Booking/consultation rate target
Close rate target
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