Contact Name
*
First Name
Last Name
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Email
*
Phone
(###)
###
####
What is your preferred contact method?
*
Preferred Task Management Tool
*
How would you like updates during the project? (e.g., email, Voxer, shared project dashboard)
*
Please list out tasks & priority rank what you would like to see completed during our time working together.
*
What email platform will you be using? Please provide login details
*
Are there any specific tags, triggers, or segmentation rules I should apply (e.g., tagging based on interests, purchase history, etc.)?
*
Do you have a preferred design style for the opt-in page and tripwire page (or any existing brand guidelines to follow)?
*
What platform should the opt-in page and tripwire page be built on (e.g., your website, Leadpages, ConvertKit landing page)?
*
What is the offer or incentive on the tripwire page? Please provide details (pricing, product, special offer, etc.). Do you have a deadline for launching this funnel?
*
To your knowledge, Are there any specific automations, conditions, or segmentation rules I should set up within this sequence?
*
Have you already decided between ConvertKit and ActiveCampaign, or are you still deciding? What questions can I answer to help in the decision making?
*
How many current subscribers?
*
How often do you email your list?
*
Do you have a welcome sequences, pop ups, and flows enabled? If so, please describe/provide sample.
*
Please link to URL of offers to begin funnel
Is there anything else I should know about your funnel or tech setup?
*
Favorite food, restaurants, coffee shops, author, store... etc.
*
Anything I missed?
