Introduction

Introduce yourself politely. Thank them for their time.

Emphasize that this is a strategy call. You’re going to learn their business needs and how you can help them.

Ask if they have a hard cutoff at the end of the meeting. If yes: ask permission to steer the conversation as needed.

What social media content drew you to me?

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Business

What is your business name?

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What services or products does your business provide?

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Who is your audience? United States? International? Demographic?

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Who are your top competitors?

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What are your current sales channels?

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*What is your current sales volume? Avg: monthly/yearly

Quote estimation: Monthly revenue x 0.5 = Investment starting price

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What are the amount of products and services you offer?

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What are the amount of products and services you offer?

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What are the amount of employees you have?

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What are a few big goals you have for your business? Where do you see your business in 2-3 years?

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