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Pre-Consultation Questions: Event or Retreat Facilitator or Speaker

(5-15 Minutes)

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Question 1 of 15

1. After having experienced your initial consultation, please prioritize your motivation and focus for our next discovery call (select all that apply):

(Select all that apply)
A

Book an Expert Facilitator for an executive/strategic Retreat or Event

B

Book an Expert Facilitator or Dynamic Speaker for a company-wide Retreat or Event

C

Book an Expert Facilitator for a specific team Retreat or Event

D

Book a Dynamic Speaker for a Conference

Question 2 of 15

2. Please provide the name of the company and the title/description of the event you are considering:

Question 3 of 15

3. Who is the target audience of the event (primary and secondary) and how many total attendees?

Question 4 of 15

4. What is the exact or approximate start and stop date and time? (or date range you are considering)

Question 5 of 15

5. Where is the location name and address of the event to be held? Is it in-person, online, or both?

Question 6 of 15

6. What is the purpose of the event? If you could wave a magic wand what would the top 3 outcomes be?

Question 7 of 15

7. If the engagement has its desired effect, what are the long-term ramifications?

Question 8 of 15

8. How would you rate your desire/commitment to have this event achieve its intended outcome? (Scale of 1-10)

A

1

B

2

C

3

D

4

E

5

F

6

G

7

H

8

I

9

J

10

Question 9 of 15

9. If the event achieves the desired outcomes, what is the value to the organization?

A

Less than $5K

B

$5-10K

C

$11-25K

D

More than $25k

Question 10 of 15

10. Assuming you found the ideal engagement or facilitator/speaker to the above outcome, how would you describe your financial situation?

A

I have access to resources and I am willing to invest

B

I can be resourceful to find finances to invest

C

Even if I knew it would achieve the outcome, I have $0 to invest in the results

Question 11 of 15

11. Would the decision to book this engagement be yours alone, or would someone else be involved in making the final financial decision?

A

Mine Alone

B

A business colleague

C

Other

Question 12 of 15

12. If you found the perfect solution to these issues, would you want to start it right away?

A

Yes, ASAP

B

Soon, but not right now

C

Not for a while

Question 13 of 15

13. We really care about you and your business, and we want to serve those who take themselves and their businesses seriously. If you qualify for a discovery call, will you show up on time and distraction free? 

A

Yes

B

No

Question 14 of 15

14. Any additional details you would like to share prior to meeting?

Question 15 of 15

15. If you could have any superpower, what would it be?

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