Strategic Planning Questionnaire Please complete each section. Sections will auto-advance when required fields are completed. First Name Last Name Email Business Name Website Vision & Direction What is your vision for your business in 2026?* Where do you see the brand evolving? (online, in-person, coaching, events, retreats)* What programs or offers do you want to expand or discontinue?* What feels aligned vs. misaligned right now in your business?* Revenue & Business Model What are your primary revenue streams right now?* Do you want to build new revenue streams in 2026?* Yes No Are you planning to introduce higher-ticket or premium services? Do you want to expand digital products (ebooks, programs, challenges)?* Yes No Operations & Systems What systems are working well, and which are draining you?* Do you feel organized behind the scenes (onboarding, scheduling, communication)?* Yes No Are you tracking client progress, renewals, and retention?* Yes No Marketing & Visibility What’s your current content strategy—is it working?* Is your brand message clear and consistent across platforms?* Yes No Do you want to be on podcasts, events, or collaborations next year?* Yes No Client Experience What feedback have you received from clients this year?* What elements of your client journey feel clunky or unclear?* How can we improve client retention or upsells in 2026?* Legal, Financial, and Year-End Prep Have you reviewed your pricing for 2026?* Yes No Are there services you need to cut, package differently, or restructure?* Yes No Personal Purpose, Health, and Capacity How is your personal capacity—mentally, emotionally, physically?* Do you feel your business is in alignment with your purpose?* Yes No Where do you feel stretched right now?* What boundaries or changes do you want to implement for 2026?* Submit Questionnaire
