Project Intake

Let's get started.

Share the details for each item below so we can kick off your project.

Your contact info

Full name

Email *

Phone

Project

MBQ CEO Clarity & Growth Session — Pre-Call Form

Business name *

Website or bio link

Instagram / Facebook / TikTok / LinkedIn links

What does your business do, and who do you serve? *

How long have you been in business? *

What industry or niche are you in? *

What made you book this call right now? What happened recently that pushed you to get help? *

What have you already tried to fix your biggest problem? *

What happened with those attempts? (worked, failed, incomplete, wasted money, etc.) *

Current monthly revenue range *

Monthly revenue goal (6–12 months from now) *

Average client/customer value (or average ticket) *

How many leads do you get per month right now? *

What percentage of leads do you close? *

What does it cost you to acquire one lead? (or your best guess) *

List your current offers + pricing *

Which offer sells best, and why do you think that is? *

Which offer struggles to sell, and what do you think is in the way? *

Refund / cancellation / no-show rate (if any)

Where do your leads come from right now? (Instagram, referrals, ads, events, etc.) *

Walk me through what happens after a lead comes in. *

How quickly do you typically respond to a new lead? *

What percentage of leads go cold or never respond? *

Every tool, CRM, or app you currently pay for *

What manual task eats the most of your day? *

What are you still doing that you know you shouldn't be doing as the owner? *

Do you have a team, VA, assistant, or anyone helping you right now? *

Have you worked with a coach, consultant, or agency before? *

What worked? What didn't? Why did the relationship end? *

What's your biggest fear or frustration about growing your business right now? *

Are you the sole decision-maker for your business? If not, who else is involved? *

If we identify a clear plan, what's a realistic monthly budget you could put toward implementation? *

What's your timeline to make changes? (ready now, next 30 days, next quarter, etc.) *

The #1 outcome you want from this 60-minute session *

What would make you feel this call was worth 10x the $297? *

If we identify the right next step, are you prepared to move forward within 30 days? *

Date & time you booked your call (so we can match you up) *

Upload anything helpful (offers, screenshots, funnels, reports)

PDF, images, docs — up to 25MB each

Anything else Coach Jay should know before your call?

Service Agreement

Sign to finalize

By signing below you confirm you have read and accept the Mogul Biz Queen Service Agreement.

I have read and agree to the Mogul Biz Queen Service Agreement, including the no-refund and no-commitment terms.

Signature (type your full legal name) *

Please add your email so we can follow up.