Mike Ornelas’s

Tax Marketing
Coaching Club

Real World, Life-Changing Coaching & Consulting Services
For Tax & Accounting Business Owners

Confidential
Pre-Coaching Questionnaire

Name

Business Name

Primary Partner (if any)

Mailing Address

City, State, Zip

Office Phone

Cell Phone

Email

Primary Website

If applicable

Assistant’s Name

Assistant's Phone/Extension

Assistant Email

What business activity generates 80% of your annual PROFIT?

List the major services offered in your business and estimate % of annual income for each:

What size business do you have? (gross sales, # of clients)

Your average fee per client? (What’s the ballpark number a new client is worth to you each year?)

Describe your office: Retail / office complex --how big, the layout and any operational patterns you’d like to share.

Describe the LOCATION: traffic flow, visibility and attractions / destinations around your office.

Why enroll in Mike’s Coaching Program? What’s your #1 issue needing fixed?

What does “success” look like for you? (Please define what you’d like your business / life to look like after participating in Mike’s Tax Marketing Coaching Program)

List any roadblocks you feel are standing in your way slowing your progress in reaching your goals / success in life:

Currently, how do you define yourself as a business person?

Do you serve a niche market or position yourself as a specialist in anyway? Describe:

My Business / Marketing / Personal Strengths
On a scale of 1 to 10, please rate yourself in each area:
1 = no experience, 5 = experienced, 10 = expert

Area	Rating	Notes
Basic planning & organization skills
Getting things done, managing time, focus
Hiring, training & developing an effective team
Creating & using systems
Communication skills (verbal and written)
Overall marketing ability
Overall technology ability
Public speaking
Converting interested prospects (leads) to sales
Doing joint ventures with other business owners(generate new leads interested in your services)

What is your primary method of attracting new clients to your business?(or list top 3 methods)

What are other possible breakthrough marketing media you’d like to use to generate qualified leads / sales to your business?

What does it cost you to get a new client? (What $ amount are you willing to invest in to get a new client?)

Once you “make a sale” and you get paid for one of your core tax or accounting services, do you have a process of UPSELLING additional services? (please describe your process)

What’s your tax & accounting business’ Unique Selling Proposition?

Most thorough tax interview in the industry. If we can’t find deductions to maximize your refund (or minimize tax liability), we will give you all your money back, plus a crisp $50 bill to have a competitor do your taxes.

Where do most of your BEST clients come from? (specific area, niche, type of media?)

Describe in detail your “perfect” client (income, family profile, groups / associations they belong to, where do they spend their time & money)

What are your clients’ BIGGEST PAIN POINTS in their lives? (What keeps them awake at night?)

What do these (well-matched-for-your-business) clients WANT the most?

Do you have some kind of affinity with them? (If no, do you ever market to groups you DO have an affinity with?)

Please list groups or associations you belong to (or even hobbies you spend time / money participating in)

If you were paid to provide any of your core tax or accounting services to someone you have an affinity with, what would be the single best advantage or benefit for them?

Do you use your client’s success stories in your marketing? How do you collect new/ ongoing quality testimonials from the very happy people you do business with?

Landing quality referrals and getting new clients from word of mouth is normal for a healthy service business –what are you doing to automate / systematize your Word of Mouth process in your tax & accounting business?

List any guarantees you offer. (Use actual wording for salesmanship purposes)

What’s your client attrition rate? (What’s the % lost each of the last 3 years?)

What are 3 new skills you want Mike to help you improve that will make the most positive (profitable) impact in your business & life?

What are your top 5 business GOALS (add personal if you want) and what is keeping you from reaching 1 or more of them?

What’s the “big picture” vision you want your business to look like?

What have you done in the past 3 to 5 years and what are you currently doing now to make this important vision for your business / life a reality?

List any quality venture opportunities in your marketplace (other business or political leaders in your community and/or influential organizations or businesses you could associate with) that you believe if you got involved on a project would great benefityour business.

Other Notes / Additional Info Mike should know about YOU and your tax & accounting business:

Please leave this field empty.

Where Would You Like To Start?

Tax Debt

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POA Monitoring

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Sacramento Tax Resolution

4440 Duckhorn Drive, Ste 400G
Sacramento, CA 95834

Call: (916) 509-3553

Fax: (916) 244-4823

Email Us

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