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Tell Us About Your Firm

Tell Us About Your Firm

Tell Us About Your Firm

Your name*

Your email*

Your firm name*

Website URL (if you have one)

What does your firm do, and who do you work with?

e.g. Fee-only financial planning for tech employees navigating equity compensation and early retirement

Describe your ideal client in a sentence or two. (Who are they, what problem are they trying to solve, and why do they come to you?

e.g. Engineering managers in their 40s with significant RSU vesting events who want a clear plan before they make a big financial mistake

What does your online presence look like today? (Do you have a website? Are you getting any leads from it? Rough traffic numbers if you know them.)

e.g. We have a site but I honestly don't know if anyone finds us through it. Maybe one or two inquiries a year from Google.

Where do most of your new clients come from right now? (Referrals, events, LinkedIn, organic search, ads — whatever the honest answer is.)

e.g. Almost entirely referrals from existing clients and a couple of CPA relationships

What's prompting you to look into this now? (Was there a specific moment, or has it been building? Is there a timeline you're working toward?)

e.g. I lost a great prospect to another firm whose site looked more credible. I realized I've been invisible online for years and I want to fix that before the end of the year.

What would need to be true for this to be worth the investment for your firm? (Think about what a working client acquisition system would actually mean for your business.)

e.g. If we could consistently get two or three qualified inquiries a month from people who found us online, this pays for itself many times over.

Anything else you want me to know before we talk?

How did you find us?

Your name*

Your email*

Your firm name*

Website URL (if you have one)

What does your firm do, and who do you work with?

e.g. Fee-only financial planning for tech employees navigating equity compensation and early retirement

Describe your ideal client in a sentence or two. (Who are they, what problem are they trying to solve, and why do they come to you?

e.g. Engineering managers in their 40s with significant RSU vesting events who want a clear plan before they make a big financial mistake

What does your online presence look like today? (Do you have a website? Are you getting any leads from it? Rough traffic numbers if you know them.)

e.g. We have a site but I honestly don't know if anyone finds us through it. Maybe one or two inquiries a year from Google.

Where do most of your new clients come from right now? (Referrals, events, LinkedIn, organic search, ads — whatever the honest answer is.)

e.g. Almost entirely referrals from existing clients and a couple of CPA relationships

What's prompting you to look into this now? (Was there a specific moment, or has it been building? Is there a timeline you're working toward?)

e.g. I lost a great prospect to another firm whose site looked more credible. I realized I've been invisible online for years and I want to fix that before the end of the year.

What would need to be true for this to be worth the investment for your firm? (Think about what a working client acquisition system would actually mean for your business.)

e.g. If we could consistently get two or three qualified inquiries a month from people who found us online, this pays for itself many times over.

Anything else you want me to know before we talk?

How did you find us?

Your name*

Your email*

Your firm name*

Website URL (if you have one)

What does your firm do, and who do you work with?

e.g. Fee-only financial planning for tech employees navigating equity compensation and early retirement

Describe your ideal client in a sentence or two. (Who are they, what problem are they trying to solve, and why do they come to you?

e.g. Engineering managers in their 40s with significant RSU vesting events who want a clear plan before they make a big financial mistake

What does your online presence look like today? (Do you have a website? Are you getting any leads from it? Rough traffic numbers if you know them.)

e.g. We have a site but I honestly don't know if anyone finds us through it. Maybe one or two inquiries a year from Google.

Where do most of your new clients come from right now? (Referrals, events, LinkedIn, organic search, ads — whatever the honest answer is.)

e.g. Almost entirely referrals from existing clients and a couple of CPA relationships

What's prompting you to look into this now? (Was there a specific moment, or has it been building? Is there a timeline you're working toward?)

e.g. I lost a great prospect to another firm whose site looked more credible. I realized I've been invisible online for years and I want to fix that before the end of the year.

What would need to be true for this to be worth the investment for your firm? (Think about what a working client acquisition system would actually mean for your business.)

e.g. If we could consistently get two or three qualified inquiries a month from people who found us online, this pays for itself many times over.

Anything else you want me to know before we talk?

How did you find us?