BLISSYOURMONEY Email Marketing -

Discovery Call Application Form

First Name

Last Name

Email*

Phone (Just in case!)

Business Type

Sole Proprietorship

Limited Liability Corporation

S Corporation

C Corporation

B Corporation

Other

Business Revenue

$0 - $60,000

$61,000 - $100,000

$101,000 - $250,000

$251 - $500,00

$501,000 - $1M

$1M - $5M

$5M+

What is your Revenue Goal?

What brought you to us today? Please share any current issues, questions, concerns or goals regarding your bookkeeping.

How urgent is it that you handle this issue with money/accounting?

1 (Not urgent)

2

3

4

5 (Very urgent)

In your perfect world, what does your financial situation look like?

Have you worked with us in the past?

Yes

No

Have you worked with another financial mentor in the past? If so, what worked? What did not work?

Is there anything you want to make sure we know ahead of time?