Get with your mentor for a copy of their form.
All business is personal. It is about your wallet. Your bank account. One of the "value propositions" of the way we conduct our business is that we need to get to know those we work with on a personal level. We seek to work with people who want a legitimate shot at transformation. In order to do the best possible job for you, it is necessary to ask some relatively intimate information that violates communication norms and how relationships normally evolve. This is one of the things that makes what we do "different" from other things you may have evaluated in the past.
We plunge right through the outer layers of public, social and personal information and get right to the heart of matters regarding how you structure your life, what keeps you awake at night, what you know and don't know... it's all good, no value judgments. This is meant to be an accurate and unvarnished assessment of your current reality. It requires your honesty and vulnerability, however, you have complete control over what you choose to disclose.
All of this information is a baseline that serves as an inventory and starting point We will be holding you accountable to action items. At any point, you can "opt out" and say its all too much... however, please know that everything we do is focused on getting results while maintaining a level of empathy and compassion for your individual circumstances. The goal is constructive, focused change. What we do and how we do it is not for everyone.
With all that said, over the next 30 days or so, your sponsor/mentor will work through most of the answers to what follows. Business is metrics-based. You can't manage what you don't measure. What follows simply puts a label on reality and provides a starting point in assessing where we are and where we are headed.
PERSONAL
How many people do you support?
Do other people in your household contribute to your monthly expenses?
How many sources of income do you have?
Do you keep a personal calendar / schedule? If so, digital, actual calendar, appointment book?
Do you makeTo Do Lists?
Is one of your major forms of entertainment watching TV? If so, how many hours a day?
Do you have a list of written goals?
Are you willing to change habits and adjust ingrained lifestyle choices?
FINANCIAL
Do you manage your finances with a written budget? If so, on a spreadsheet? On a paper ledger? On the back of an envelope?
Are you willing to list and share your monthly income and expenses pursuant to establishing a baseline?
Do you have any savings, investments, or other type of residual income?
What monthly dollar amount would enable you to consider leaving your job - including all insurances and taxes?
If you have debt, do you have a plan to liquidate it?
Do you have access to credit?
TECHNICAL
Most of these will be a "yes" or "no", but in some cases could be viewed as beginner, intermediate or advanced user.
Word
Excel
PowerPoint
Screen Capture
Website Builder
Gmail or other email clients
Autoresponder Tool
Customer Relationship Management (CRM)
Do you own any domain names?
Do you have social media accounts? If so, are you active?
Do you fear the learning curve required to advance your skill sets?
Do you watchYouTube videos to learn things?
Do you have a computer (laptop or desktop)? Do you have a printer? Smart Phone?
GENERAL
Have you tried making money as a "side hustle" in the past? If so, what has worked an what has not?
Do you subscribe to any "thought leaders" in the online or ecommerce marketing space?
What are your biggest fears in getting started?
Do you believe you can make something work and it is just a matter of finding the right thing to "plug into"?
Who or what inspires you?
Are you willing to talk with people you don't know and genuinely attempt to help them?
Is "making a contribution" important to you? If you died today, how would you be remembered by those closest to you?
Are there areas of your life in the past where you have distinguished yourself?
Do you understand that changing habits is hard work due to sacrificing old ways of living your life?
This list of questions is meant to be a starting point and is in no way meant to be comprehensive or exhasutive. There will be many other items and issues that arise out of these questions. Again, relationships (in the real world) develop over time - and with time, trust is earned. Please know that it is fully understood that many of these questions violate what is "normal" and puncture how information is exchanged over time. This is because we are forcing an accelerated path to changing lives and circumstances. The time "element" simply can not exist if you are going to get up and running efficiently. Said differently, there is little time to beat around the bush.
People (you) need to get results and find success quickly. Otherwise, the statistics tell us you will potentially "drop out". No one wants that to happen. The answers to these questions help us help you by establishing a starting point of where you are - and putting a strategy together to get you to where you need/want to be. This will involve learning and work... time spent... knowledge gained... skills acquired. For all of it - you will be compensated according to your value.
To close, let me add this one last thing: self-disclosure and reciprocity go hand-in-hand. You should expect that your mentor lets you into their world as well. This is not a one-way street to grill you for information. The goal is to quickly establish a solid foundation on which a long-term, profitable relationship can be built. This is based on mutual understanding and trust that everyones' best-interest is at the forefront of everything we do. These questions are meant to accelerate getting to know and how we can best help you.
Get with your mentor for a copy of their form.