Website Mentor Intake Form

Welcome! Let’s get started

I’m excited to get started on helping you with your website and business.

I encourage you to take your time to complete this form and while this isn’t completely necessary, it will help you have a better and fuller experience.

This form is very wholistic, while we will focus on your website, when I have a better understanding of your business and how you work this will help me provide clearer answers and support you through the process.

Let’s get started!

Website ONDemand

First Name

Last Name

What’s your best email?

I’m curious to know if we know each other. If so how did we connect?

Which Geek in Your Pocket Website Mentoring Did You Purchase?

Get set up on Voxer

If you haven’t already done it, get yourself set up on Voxer. You’ll need to create an account, it’s free and then search for me (@reneeshupe). Once you find me, send me a message to let me know.

Did you get signed up for Voxer?

Done!

Let’s talk about your website

Let’s talk about your website now. The more you can share, the better. It helps me get a clearer picture of what is happening

Fantastic! What website are we focusing on?

Any other websites we might be looking at during our time together?

Take a deep breath and then share with me all the messy details about what’s happening with your website?

What do you hope to accomplish during our time together?

Website Login Details

If you want me to be able to look at the back end of your website, I will need to have an administrator access your website(s). Here’s a quick video on how to add me as a user to your site.

Once you have added me to your website, check off the “Send User Notification” and I can set up my own password.

Please list the website(s) you have given me administrative access so I can keep an eye out for the notiifications

List all your active social media links that you feel could be relevant to us working together.

If you have an email list, what is your list size?

Let’s talk a bit about your business

Your website is one part of your business. An integral part for sure, but having a flashy website won’t accomplish anything if we don’t look at your business as a whole. This next section is focused on you and your business, this will help give me a better picture of where you are at and how I can help you.

ALL the questions below are optional, but the questions do help me understand where you are right now in your business. I may have different resources and tools to help.

Imagine you’re talking with someone new who is interested in what you do, how would you explain your business to them?

Why did you start your business?

If you’ve been at it for a few years, why do you continue to do it?

What is current monthly income?

What is your monthly income goal?

What products and or services do you offer? (List them all, link to them and any relevant websites and their prices/rates)

Describe your target market and ideal customer?

List any questions you commonly receive about your products and/or services.

How much money do you keep for yourself, and how much do you invest back into your business?

If your business is not making enough to cover expenses, how are you funding your business expenses?

How much time do you actually spend working on your business? If you can break it up by product development, working with clients, marketing, social media, administrative tasks and anything else you think of.

Let’s talk about your life now…

I appreciate you sticking with me through this intake form, I’m really striving to get as wholistic view of your business and life as possible. So anything you feel comfortable sharing here would be appreciated.

ALL the questions below are optional, but the questions do help me understand where you are right now in your business. I may have different resources and tools to help.

Tell me about you and your life, anything you feel is important for me to know right now?

If you could design your business around completely around your life, what would that look like to you?