PERSONALIZED ONBOARDING

A growth brief built for Professional Services.

Explain expertise clearly enough that the right prospect can act.

Your client account is created when you submit. You can then see the resources selected from the problems you chose.

Business

Your nameEmailBusiness namePhoneWhatsAppWebsite / main profile

Outcome

What result would make the next 90 days successful?

Who is the ideal customer?What is the main offer you want to grow?

Current problems

Select everything that currently feels true.

People view our content but few enquireWe do not know what content to createPeople need more trust before buyingOur content is not reaching enough peopleOur calls-to-action are unclearWe struggle to post consistentlyWe look too similar to competitorsOur marketing has no clear system

Professional Services questions

These are specific to this type of business.

What problem do clients hire you to solve?What usually happens before a prospect decides to contact you?Which objections or misconceptions slow down the sale?

Context

Where are you active now?Competitors you want us to reviewAnything important we should know?

Account + payment proof

Create passwordPayment slip / proof

Payment proof is optional in this starter build so you can test onboarding. You can make it mandatory later from code or a payment gateway.