Danielle's Questionnaire Template

 

TASTY TIP
Use the PCP interview + Enrollment Script TASTY Workshop to interview or enroll your MVPs– Most Valuable Payers with confidence!

PCP Interview Call + Enrollment Call Questionnaire

  • Customize the questions to match your niche and PCP
  • Set the tone: This is a simple cool interview, no
    pressure.

After you confirm your phone call, ask your PCPs if they wouldn't mind responding to a few questions prior to your call so you can make the most of it:

"Hi [name],

We're confirmed for our call on [date/time]. I'll be calling promptly at that time. Before then, would you mind answering the following questions so we make the most of our time together? Thank you SO much!

  1. What's holding you back from [problem they need help with e.g. feeling in control and organized as a new mom]? What hurdles are you running into?Tell me everything. :)
  2. What have you tried so far to help you [become a more organized and confident new mom]? What results have you achieved so far?
  3. Take a moment and daydream for a minute... 1 year from today, what does your life look like? What's your ideal?

When to use the Enrollment Call ONLY Questionnaire

  • For PCPs you want to enroll, who didn't enroll during your interview call. 
  • When you've reached Module 6 and send your "Work With Me Email"  
  • Customize the questions to match your niche and PCP.
  • Optional: Include "course starts in a few weeks or X date" to the "selectivity"
    question to create urgency for your PCP to enroll on the phone.

Enrollment Call ONLY Questionnaire

 

(Pain Points, Challenges, Blocks- Their Point A)

What's holding you back from creating & launching your online course and growing your Instagram account? What hurdles are you running into? Tell me everything. :)

(What they’ve tried, What they’ve accomplished)

What have you tried so far to help you create & launch your course and grow your Instagram account? What results have you achieved so far?

(Their Point B)

1 year from today, ideally, what would you have liked to accomplish with your online course and Instagram account?

(Meet their expectation and deliver)

What attracted you to me? Why are you considering working with me to create & launch your course?

(Selectivity, Exclusivity, Scarcity)

I'm accepting a limited number of clients for my upcoming program. I select clients based on those I feel are an ideal fit and in the best position to do the work and get results. Cool?

(Money Qualifier)

If accepted, do you have the financial resources to support your participation?

a. yes

b. no

c. not sure

Close

50% Complete

Two Step

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