Course – DWYE Onboarding – Simplify Life with Lisa Duck

Welcome to Your Done-With-You Experience Onboarding

I’m so excited you’re here! This form helps me get to know your business, goals, and current setup so we can work together to tailor your experience for success. Take your time, share as much detail as you can, and know that every bit you share helps me prepare to help you create a system that feels simple, clear, and completely yours.

DWYE Onboarding

Section 1:

Contact & Business Info

First Name

Last Name

Email (Please use the one used to sign up for Done-With-You Experience)

Business Name

Website (if applicable)

Social Channels

Section 2:

Your Business at a Glance

Briefly describe what you sell or promote.

Who is your ideal audience or customer?

What’s your biggest business goal for the next 6 months?

Section 3:

Your Current Systems

Do you currently have an email platform? If yes, which one?

Flodesk

MailerLite

ConvertKit

Other (please specify)

Do you already have a lead magnet?

Yes

Sort of — needs updating

If yes, please describe your lead magnet and how people currently sign up for it.

Do you have any existing automations or email sequences? If so, describe what’s already in place.

Section 4:

Preferences & Priorities

What would you most like to focus on during our time together?

Creating or improving my lead magnet

Building automations

Writing my welcome sequence

Growing my list

Streamlining tech setup

Other (please explain)

What are your biggest frustrations or challenges with email marketing right now?

What does success look like for you at the end of this experience?

Section 5:

Communication & Logistics

Have you connected with me on Voxer?

Yes

What timezone are you in?

What days/times generally work best for our calls?

Yes

I’m having trouble find a time that works with my schedule

What days/times generally work best for our calls?

Section 6:

Final Details

Is there anything else I should know about your business or goals before we start?

I understand that this is a collaborative experience. I agree to schedule all five sessions within six weeks and will communicate via Voxer if something changes.