Strategic Planning Questionnaire 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)* Programs to expand or discontinue* Does your current business feel aligned?* Yes No Revenue & Business Model Primary revenue streams* Do you want to build new revenue streams in 2026?* Yes No Premium service plans to offer* Do you want to expand digital products (ebooks, programs, challenges)?* Yes No Operations & Systems What systems are working well, and which are draining you?* Are you organized behind the scenes (onboarding, scheduling, communication)?* Yes No Are you tracking client progress, renewals, and retention?* Yes No Do you need help mapping workflows in apps or tools?* Yes No Marketing & Visibility What’s your current content strategy?* Do you want help planning a 2026 content calendar or launch strategy?* Yes No 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 Do you have all financials, receipts, and expenses organized for year-end?* Yes No 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
