Welcome to the
WEALTH sHIFTER Application
Please answer all questions honestly and thoroughly. We review every application personally, and incomplete or vague responses will be declined.
Last Name
Phone
*
Email
*
First Name
Are you a business owner?
Yes
No
Are you just starting your business?
Yes
No
I have been doing it but I do not have an EIN or LLC
No elements found. Consider changing the search query.
List is empty.
What Kind of Business Do You Operate?
How Long Have You Been in Business?
Less than 1 Year
2-5 Years
5-10 years
10+ years
No elements found. Consider changing the search query.
List is empty.
What AI Tools are You Currently Using?
How Soon are You Wanting To Implement AI into Your Business?
ASAP
1-3 Months
6+ Months
No elements found. Consider changing the search query.
List is empty.
What are some of your pain points concrning your business?
Terms and ConditionsPrivacy Policy
Are you looking for efficient and effective ways to streamline your business?
Yes
No
I am not sure
No elements found. Consider changing the search query.
List is empty.
Is the anything else you would like to share with the coach/consultant?
How Many Employees Do You Have?
0-1
1-3
3-6
6-10
10+
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List is empty.
How much do you currently spend on advertising per month?
$0-5-$500/month(Not currently advertising)
$500-$2,000/month
$2,000-$5,000/month
$5,000-$10,000/month
$10,000-$25,000/month
$25,000+
How many inbound leads(calls, DM's, text) does your business receive per month?
0-25 leads/month
25-50 leads/month
50-100 leads/month
100-200 leads/month
200-500 leads/month
500+ leads/month
I don't know. I don't track it.
What's your biggest issue with lead follow-up right now?
Missing calls after hours(nights and weekends)
Can't respond fast enough during busy times
Leads fall through the cracks/ No follow-up system
Staff is to busy to answer the calls
Loosing leads to competitors who answer faster
Can't afford to hire more staff
DM's and texts go unanswered for hours
No one to answer calls when I am with customers
What is the average value of a customer/job for your business?
Under $500
$500-$1,000
$1,000-2,500
$2,500-$5,000
$5,000-$10,000
$10,000+
If we could show you how to capture 40%-60% more leads without hiring staff, how soon would you want to implement?
Immediately-I'm loosing money every day
Within 30 days- I'm ready to move fast
Within 60-90 days- I need time to plan/budget
Just exploring options-No timeline yet
Not sure yet
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