Post-Booking Questionnaire

Revenue last 12 months, highest month, lowest month

Profit margin / monthly expenses

Number of active clients per month and current capacity

Which offers drain energy vs. drive profit

Do you have a flagship offer? How clear is it?

Weekly workload estimate (hours)Recurring vs. one-off work ratio

Sales process — how do clients book you?

Do you have a follow-up system?

Primary CTA across platforms

Content pillars / what do you talk about?

Lead magnet or email nurture sequence?

Brand tagline or core message

Brand personality (3 words)What does your ideal client look like vs. who you're actually attracting?