Solo-Op Strategy Call

About You & Your Business

Your name

Your business, in one sentence What do you do and who do you do it for?

How long have you been running it?

The Numbers

Clients per week On average

Average spend per client Per visit/session

Regular clients per month Returning clients

New clients per month First-timers

Approximate monthly revenue Ballpark is totally fine

Monthly marketing spend Ads, directories, subscriptions, etc. — $0 is a valid answer

Rebooking rate Rough % of clients who rebook without being chased

How do you price? (pick the closest)

Per service / menu pricing Packages or bundles Hourly rate Mix of the above Honestly, it's a bit unclear

Do you feel like you're underpriced?

Yes, definitely Maybe, but I'm scared to raise prices I think I'm about right No, I'm priced well I genuinely don't know

Your Services

Your top 3 services right now What you sell the most of

Your top 3 services ideally What you actually want to be known for and sell more of

Is there a gap between those two lists? Tell me more. Why aren't you selling more of what you want to?

Marketing & Getting Clients

How do most of your clients find you? (tick all that apply)

Do you have a website? How do you feel about it?

When someone enquires, what happens next? Walk me through your process — DM, form, call, booking link?

Do you follow up with leads who don't book?

Yes, always Sometimes, if I remember No, I don't I don't have a system for it

Email list size (if you have one)

Brand Identity & Ideal Client

How would you describe your brand in 3 words?

Who is your ideal client? Paint a picture — not just demographics, but values, lifestyle, what they care about

Who are you actually attracting right now?

Is there a gap? What do you think is causing it?

Team & Future Plans

Do you plan to stay solo or bring someone on?

Stay solo — that's the plan Open to it if the time is right Yes, planning to employ / contract someone I already have someone helping

Hours per week on clients Actual time with clients

Hours per week on the business Admin, marketing, planning

Struggles & Wins

What's the biggest problem in your business right now? What's actually keeping you up at night?

What's working well? Even small wins

What do your best clients always say about you?

Goals & The Session

What does success look like in 12 months? Revenue, lifestyle, clients, freedom — whatever it means to you

What's the one thing you most want to walk away from our session with?

Anything else I should know before we meet?

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