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Step-by-Step Intake Form
Step 1: Basic Information
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Step 2: What Do You Do?
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Coach / Course Creator / Trainer
Speaker / Author
I can solve a MAJOR PROBLEM for others using my previous experience and/or expertise
Agency Owner / Freelancer / Consultant
MLM (Multi-level marketing)
None of the above
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Step 3: Income & Mindset
Current Monthly Income:
Select
No Income
Rs 10-50k
Rs 50K -1L
Rs 1-3L
Rs 3-5L
Rs 5-10L
Over 10 L
Desired Monthly Income:
What's stopping you from hitting your target?
Financial Situation:
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I have plenty of cash and credit (Rs 1 Lakh+)
Living paycheck-to-paycheck, but can manage
Money is a constant stress – no funds or credit
Commitment Timeline:
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RIGHT NOW – I want to start immediately
WITHIN 90 DAYS – Other priorities first
MORE THAN 90 DAYS – Not sure when
Will you be available for the 1-hour call?
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Yes
No (please reschedule)
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