Conversion Coach Onboarding
Business Snaphshot
Case ID
Name
*
Practice Name
*
Email
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What do you want new leads (media or seminars) to help fix or improve?
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Lead Context
Current primary lead source (check one):
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TV
Radio
Seminars
Digital
Referrals
How do you plan to use TV/Radio?
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Primary lead engine
Supplemental
Brand awareness
N/A
What concerns you most about starting or scaling leads from this channel?
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Inbound Coverage & Call Readiness
Who answers inbound lead calls during business hours?
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When multiple calls come in or a call is missed, what happens?
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How quickly are missed lead calls typically returned?
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Same day
Next business day
Inconsistent
Are abandoned or hang-up calls actively monitored?
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Yes
No
Has your team handled media or seminar-driven leads before?
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Yes
Some
No
Where do you expect breakdowns (calls, booking, follow-up, prep)?
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Appointment & Conversion Design
First appointment format (check one)
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Prescreen → 1-hour meeting
Straight to 1-hour meeting
Where do first meetings take place?
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Office
Virtual
Both
Do you enforce minimum qualifications before booking?
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Always
Sometimes
Rarely
What happens to callers who do not qualify?
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Lead Nurture & Pre-Meeting Discipline
What do prospects need to complete
before
meeting one?
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Intake
Statements
Nothing currently
What happens if pre-meeting items are not completed?
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On average, how many meetings does it take to close?
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Is there a defined follow-up or nurture process between meetings?
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Yes
No
Tracking & Accountability
Where do leads live today?
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CRM
Spreadsheet
Other
How confident are you that no leads fall through the cracks?
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Very
Somewhat
Not confident
Readiness Check
Are you open to adjusting scripts, call flow, or appointment structure if needed?
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Yes
No
Are you willing to enforce minimums and pre-meeting requirements?
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Yes
No
What is your biggest concern with converting leads?
Submit
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