LaunchReady Client Onboarding

Section 1

Who you are

The basics. So we know who's behind the business and how to reach you.

Your full name

Email address

Phone (with country code)

Timezone / where you're based

Your role in the business

Best way to reach youPick all that work

Email WhatsApp Phone call Slack

Section 2

The business

Hard facts about the business we're building the offer around.

Company / brand name

Trading name (if different)

Website URL

Industry / sector

Years in operation

Website platform

Current monthly revenue (rough)

Current monthly ad spend

Core team and rolesWho does what. Include contractors if relevant.

Any existing funnels, sales pages or assets we should know about?

Section 3

Brand story & why it exists

The story behind why you do this. The why is the hook. Don't polish, just tell it.

Origin storyHow and why you started. What life looked like before, what changed, what made you commit.

Mission statementOne or two lines. What this business exists to do.

Vision for the next 12–24 months

Core values3–5 words and one line each on what they mean.

Was there a turning point where everything changed?A moment, a number, a person. The story we'll tell on sales pages.

Section 4

What you actually sell

Strip out the buzzwords. Tell us plainly what the thing is and what it does.

Primary service or product

How do you solve the problem in plain English?Imagine a friend asks at the pub. No jargon.

Do you have a named system, framework or method?If not, no stress. We'll help you name one.

Top 5–7 problems you solve for clients

What makes you different from everyone else doing similar?Be honest. The truth always sells better than fluff.

Proof, results, testimonials or awardsNumbers, names, links. Anything that adds weight.

Section 5

Your ideal client

If we tried to talk to everyone we'd talk to no one. Pick one. If a second naturally blends in, that's fine.

Dream customer profileAge, location, job, family setup, lifestyle. Paint the person.

Their financial situationSavings, salary band, debts, what they can comfortably invest.

A day in their lifeMorning, daytime, evening, before bed. What they think about. What keeps them awake.

Where are they on the awareness ladder?

Where do they hang out online?Platforms, podcasts, communities, accounts they follow.

Section 6

Pain in. Outcome out.

The before and after picture. The clearer this is, the easier everything else gets.

The single biggest pain pointIf you could solve one thing for them, what is it?

Their #1 burning question at 2amThe exact words they'd type into Google or whisper to themselves.

Before working with youWhat life looks like today. Financially, emotionally, day to day.

After working with youWhat life looks like once they've finished. The transformation we're selling.

How quickly can you realistically get them this outcome?

False beliefs and objections they holdThe "I'm not ready", "I've tried before", "I'm not techy enough" lines. List as many as you can.

Section 7

Your method & authority

Why you. Why now. Why anyone should listen.

How exactly do you solve the big problem?Your process, the steps, what makes it work.

Your process in 3–7 named stepsThe bones of your framework. One step per line.

How long does the full process take?

Why should people listen to you?Background, qualifications, lived experience, results you've created.

Money you've made for clients (or yourself) using this method

How many people have you helped so far?

Notable clients, stats, press, or anything that boosts authority

Section 8

The offer & pricing

What you sell, how it's delivered, what it costs and what's guaranteed.

How is the offer structured?Group coaching, 1:1, cohort, hybrid, mastermind, course only. Tell us all of them.

What's included in each tier?List every deliverable. Calls, modules, communities, templates, bonuses.

Entry tier price

Core tier price

Premium tier price

Payment termsUp front, split pay, retainer.

Delivery cadenceHow often are calls / sessions / check-ins?

Guarantees you're willing to offerThe bolder the guarantee, the easier the sell. What can you actually stand behind?

If they bought everything piecemeal, what would it cost?Helps us frame the value stack against your headline price.

Section 9

Lead magnet & funnel

What gets them in the door and what happens after they're on the list.

Lead magnet ideas you likePDFs, checklists, calculators, mini-trainings, ROI tools.

What happens on the consultation / sales call?What do they get out of it whether or not they buy?

Three strongest benefits of booking that call

Where does traffic come from right now?Organic social, paid ads, referrals, podcasts, partnerships.

Where do you want traffic to come from in 6 months?

Section 10

Competition & positioning

Who else is in the room and why you sit higher.

Three to five competitors or near-equivalentsNames and links. We'll study them.

What do you admire about them?

Where do they fall short?

What else could your ideal client try instead of you?DIY, hiring a freelancer, sticking with current model, doing nothing.

What have they already tried that didn't work?

Section 11 · Deep dive

Tone of voice

This is the section most onboarding forms skip. We don't. Get this right and every email, ad and post sounds like you, not like a chatbot.

Quick warm up: imagine your brand is a person walking into a room. Who are they? What do they wear? How do they greet you? Hold that image while you answer.

Five words that describe how your brand soundsComma separated. e.g. warm, direct, cheeky, expert, no-nonsense.

Five words your brand is NOTThe lines we should not cross. e.g. corporate, salesy, hype-y, fluffy, preachy.

Voice slidersDrag each to where your brand sits.

FormalCasual

SeriousPlayful

ReservedEnergetic

PolishedRaw

SoftDirect

LoftyPlain spoken

QuietFunny

Phrases, words or hooks you loveLines that sound like you. Insider language. Pet phrases.

Phrases, words or hooks you'd never useThe "synergy", "let's unpack this", "in today's fast-paced world" stuff.

Three brands or people whose voice you loveNames and why. Mark Manson, Steven Bartlett, Innocent Drinks, Allbirds, whoever.

Write 3–5 sentences about your business in your own voiceStream of consciousness. This is the gold we mimic.

Spelling preference

British American Mixed

Emoji use

Never Sparingly Often

Are you happy with mild swearing in your copy?

Yes, fits the brand Light only Never

Words / phrases to ALWAYS useBranded terms, your signature lines.

Words / phrases to NEVER use

Section 12

Visual brand & assets

What we'll need to make your funnel, ads and emails look like you.

Do you have a logo?

Yes Rough version None yet

Brand pack / colours / fonts in place?

Full pack Some colours / fonts Starting from scratch

Brand coloursHex codes if you have them. Otherwise describe the vibe.

Brand fontsIf you don't know, paste a Google Fonts link or describe what you like.

Link to brand files (Drive, Dropbox, Notion)Logos, photos, fonts, anything we can grab.

Three brands whose visual style you loveNames and links. We'll pull aesthetic cues.

Section 13

Goals, KPIs & timeline

What does winning actually look like in numbers.

30-day goal

60-day goal

90-day goal

12-month goal

Annual revenue target

What does success look like for YOU personally?Not the spreadsheet. The life behind the spreadsheet.

What's the biggest fear about working with us?No filter. We'd rather hear it now.

What's the biggest hope you have for this?

Section 14

Logistics & accounts

The boring stuff we need so nothing gets held up later.

Social handlesInstagram, TikTok, YouTube, LinkedIn, Facebook. Full URLs.

Email platform

CRM (if any)

Payment processor

Course / community platform

Any existing ad accounts?Meta, Google, TikTok, YouTube. Yes/no and which.

Anyone else on your side we should loop into the build?Names, roles, emails.

Your weekly availability for calls and feedbackDays of week, time windows, no-go zones.

Section 15 · Final

Anything else we should know?

Last chance. The dumping ground for everything you've thought about while filling this in.

Anything we missed, anything you want us to know, anything you want us to be careful of

How did you first hear about LaunchReady?

Sign offType your name to confirm everything above is accurate to the best of your knowledge.

One last thing: hitting submit will email this straight to Si and the build team, and drop a copy into your client folder. We'll be in touch within 48 hours with first thoughts.