Business Audit Intake

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You & Your Business

Start here. Everything in your strategy flows from who you are and what you've built.

Full Name *

This goes on the cover of your strategy document.

Email Address *

WhatsApp Number *

Include country code, e.g. +233244000000

Instagram / Social Handle

The handle we'll audit. Include the @

Brand / Business Name *

Industry / Niche *

Pick the option that best describes your primary business.

How long have you been in business? *

Current Monthly Revenue *

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The Problem You Own

Every strong strategy owns one problem. Before we build anything, we need to find yours.

What is the ONE problem your clients hire you to solve? *

ExampleNot "I help people with marketing." More like: "My clients are service business owners who are posting every day but getting zero paying clients from social media."

Describe that problem in your client's own words — how do THEY talk about it? *

Example"I'm doing everything they say to do online but nothing is converting." / "I get likes but no one is buying." / "I don't know why people follow me but don't pay."

What does life look like for your client AFTER the problem is solved? *

ExampleThey're getting 3–5 qualified DMs per week from content alone. Their social media is doing the selling before the call even happens.

Why are YOU the right person to own this problem? (Your experience, results, scars, proof) *

Example8 years in this space. Over 300 businesses audited. I've personally fixed this exact problem for a salon owner in Tema, a coach in London, and a caterer in Kumasi.

Give me 3 words that capture what you do and the problem you solve

Example"Fix the leak." / "Own the room." / "Stop the bleed."

👁️

Your Buyer & The Market

We're not talking to everyone. Tell me exactly who buys from you and what the market looks like.

Describe your ideal buyer in one very specific sentence *

ExampleFemale salon owners in Accra, aged 28–42, with 2–8 staff, who've been in business 3+ years but are still depending entirely on referrals and WhatsApp.

What is the TRIGGER that makes them go looking for help? The moment they decide they need someone. *

ExampleThey had a slow month after losing 2 big clients. Or they saw a competitor suddenly blow up online and panicked. Or they hit GHS 10K and realized they can't get past it alone.

Who are your top 3 competitors? For each, explain what they sell and why buyers reject them. *

Example1. [Name/type] — sells social media management but buyers reject them because they post without strategy, just pretty graphics. 2. [Name/type] — sells courses but buyers reject them because it's all theory and no implementation.

What has changed in your market in the last 12–24 months? What do buyers believe now that they didn't believe before?

Example18 months ago buyers thought consistent posting was enough. Now they know that's not true but they don't know what to do instead.

What structural force is creating buyers for you RIGHT NOW?

ExampleThe post-COVID economy. More people starting businesses. Harder to stand out. Everyone is online and the noise is getting worse.

💰

Your Offers & Revenue

I need to see your full offer stack and your revenue targets to build the math that underpins the strategy.

What is your 12-month revenue target? *

ExampleGHS 240,000 / year = GHS 20,000 / month

Lead magnet / free offer (name + what it is)

ExampleFree 10-minute audit call / Free "Social Sales Scorecard" quiz

Entry offer — name, what it includes, price *

ExampleThe Strategy Session — 90-min deep dive into your social sales funnel. GHS 1,500.

Mid-tier offer — name, what it includes, price

ExampleThe Fix — 4-week implementation. We rebuild your bio, content system, and DM process. GHS 4,500.

High-ticket offer — name, what it includes, price

ExampleFull Social Sales Partnership — 6 months done-with-you. GHS 15,000.

Retainer / ongoing offer — name + monthly price

ExampleMonthly content + strategy support. GHS 3,000/month.

Which offer makes up the most of your current revenue?

ExampleThe Strategy Session — about 70% of my income.

🏆

Your Proof

Proof is the engine of your strategy. The more specific you are here, the more powerful the document.

Tell me your BEST client transformation story — what was their situation, what did you do, what happened? Include numbers. *

ExampleA food business owner came to me with 800 followers and no online sales. We rebuilt her content strategy and ran GHS 200/week in ads. In 6 weeks she had 23 new paying customers and her best revenue month ever — GHS 14,000.

Give me 3–5 more client results (shorter versions — situation, what you did, result) *

ExampleCoach with 2K followers — 3-step DM sequence — booked out for 6 weeks. / Real estate agent — rewrote bio + 4 posts — 6 qualified enquiries in 10 days.

What do your clients say most often in testimonials? (List recurring themes or paste 2–3 actual testimonials) *

Example"Finally someone who gave me a system not just advice." / "I got more from one session than from 3 months of courses."

Do you have before/after screenshots, revenue numbers, or case study content you can share?

What result can you GUARANTEE?

ExampleIf they complete the full 4-week programme and do the work, I guarantee at least 3 qualified DMs per week from content within 30 days.

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Your Content & Distribution

I need to audit what you're doing now — the good, the broken, and the missing.

What platforms do you post on?

How often do you post?

What types of content do you currently post?

What content type gets you the most engagement?

Current follower count across your main platform *

ExampleInstagram: 4,200

Do you currently have a lead magnet, quiz, or diagnostic?

What content has worked best for you — posts that got DMs, sales, or shares?

ExampleA reel where I showed 3 mistakes in someone's bio got 47 shares and 8 DMs.

What content have you tried that flopped?

🤝

Your Sales Process

The strategy is only as strong as the system that converts. Tell me how you sell right now.

Walk me through your current sales process — from first contact to paid *

ExampleSomeone DMs me, I ask a few questions, send them a voice note, then suggest a call. On the call I pitch my service. If they say yes I send a payment link.

How do most of your clients currently find you?

What objections do you hear most often? *

ExamplePrice ("it's too expensive"), timing ("let me wait till next month"), trust ("I've tried things before and they didn't work")

What is your close rate approximately?

What happens to people who enquire but don't buy?

Do you offer a guarantee?

ExampleIf you don't see results in 30 days, I'll refund 50% of the session fee.

What are your current payment terms?

Example100% upfront for sessions. 50/50 for the full programme.

⚙️

Your Team & Operations

The strategy has to fit your actual capacity. Tell me who's doing what and where the bottlenecks are.

How many hours per week do YOU personally spend on each area?

Approximate is fine. Be honest about reality.

Content creation (hrs/week)

DMs & sales (hrs/week)

Client delivery (hrs/week)

Admin (hrs/week)

Do you have any team members or contractors? If yes, who and what do they do?

ExampleI have a virtual assistant who handles my DMs 3 hours a day. My sister edits my reels. No one else.

What is the CONSTRAINT that stops you from growing faster? *

ExampleI can only take 6 clients at a time. Beyond that my quality drops and I burn out.

What would you need to remove that constraint?

ExampleA trained second coach, or a standardised programme that doesn't require me on every call.

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Positioning & Brand Voice

Your positioning is the thing that makes you un-copyable. Get this right and everything else gets easier.

How do you currently describe what you do? (The sentence you use when someone asks) *

ExampleI help business owners use social media to get clients.

What makes you GENUINELY different from everyone who does something similar? *

ExampleI don't just give advice — I sit in your DMs with you. I show you what to say, post for post, message for message. And I've done this for over 300 businesses, not 5.

What 3 words do you want people to associate with you and your brand?

Example"Sharp. Real. Results." / "Strategic. Honest. Fast."

Describe your brand voice and tone

Direct & no-nonsense Warm & encouraging Bold & provocative Educational & expert Storytelling & personal Inspirational Professional & polished Casual & relatable

What is your TAGLINE or brand line — or what do you wish it was? (5 words or fewer)

Example"Stop posting. Start selling." / "Social media that sells." / "The system behind the sales."

What words or phrases do you NEVER want used about your brand?

ExampleHustle. Grind. Viral. Passive income. Get rich quick.

🚀

Focus & Final Details

Last step. This tells me what to prioritise and anything I need to know that the previous questions didn't cover.

What is the #1 thing you want this strategy to fix? *

ExampleI want a clear content system I can follow every week that actually brings in paying clients — not just followers.

What have you already tried that didn't work?

ExamplePosting daily for 3 months — no results. Bought a content course — too generic. Hired someone to run my page — they posted pretty graphics but zero enquiries.

On a scale of 1–10, how serious are you about implementing a full strategy in the next 90 days?

1 = I'm just exploring. 10 = I'm fully committed and ready to act immediately.

Just exploringFully committed

Is there a specific section of the strategy you most want me to focus on?

The Problem We Own The Offer Architecture Content Pillars Proof & Positioning Sales Process Team & Operations The 6-Month Roadmap

What do you want to be known for in your market 12 months from now? *

ExampleI want to be the go-to person for social media strategy for service businesses in Ghana. When people think "social selling in Ghana" I want my name to come up.

Anything else I need to know before I build your strategy?

Any context, pivots, sensitivities, or details that would sharpen the document. No detail is too small.

🔒 Your information is confidential. Everything you share here is used exclusively to build your personalised Social Sales Strategy document. We do not share client information with third parties. Your strategy will be delivered within 2–3 business days of submission.