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ONBOARDING FORM
For "Capital Raising Made Simple" Members
Please complete the form below so I know how to best serve you in this program!
First & Last Name
Email
City
State
Where do you feel like you're struggling the most when it comes to raising capital?
Have you already established a brand? (company name, colors, logo, etc.)
Yes
No
Do you have a website built? If so, who is the website built through? (Squarespace, Wix, Word Press, etc)
Have you already built an investor list and you're looking to grow it? Or are you just getting started?
What would make this program an absolute home-run for you? (at the end, what will you have accomplished?)
I typically offer a variety of days/times for the live coaching sessions based on your feedback. Please let me know your availability - i.e. mornings vs. midday vs .evenings...
Are you a part of other syndication groups? (i.e. Michael Blank, Multifamily Mindset, Jake & Gino, Brad Sumrok, etc.) Please list them here.
Is there anything else you think I should know to help you as you build your business?
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