Meta Onboarding Questionnaire - 20-20 Accounting Solutions

Client Onboarding: The Profit Analyst

Welcome aboard, 20-20 Accounting Solutions! This intake form helps us get everything we need to start building. Be as detailed as possible — the more you give us, the sharper the work. Takes about 15–20 minutes.

* Indicates required question

First Name*

Last Name*

Email*

Phone Number*

What is the thing you’re selling? (Be EXTREMELY Detailed)

Tell us everything about your product or service — what it is, how it works, what’s included, pricing, delivery method, etc.

What is the price point of your offer?

Include your core offer price and any other tiers, packages, or payment plans (e.g. setup fee + monthly, one-time, retainer).

What are your margins?

Roughly what does it cost you to deliver, and what is your profit margin per sale? Ballpark is fine.

Who is your target market (ie. Who do you sell to)?

Describe your ideal customer in extreme detail…

Demographics, psychographics, what they do, what they care about, where they hang out online, etc.

What result do you promise your clients/customers?

What is the perfect outcome for a client after working with you?

What pain, pitfalls, or issues are you saving your clients/customers from?

Do you have a guarantee? If so, what is it?

What has your ideal prospect tried in the past that leads them to buy from you?

Why do people buy your product or service?

Why are you different from your competitors?

Do you have a unique methodology or mechanism for getting results?

Describe your process, framework, or system if you have one.

Do you have case studies and testimonials?

Please share a link to where we can find them (website, Google Drive, etc.)

What are some objections you get on sales calls?

What are some common questions people have about your product/service?

Link as many of your competitors as possible

What are some limiting beliefs your prospects have?

Please upload any company assets, client results screenshots, and logos

Share a Google Drive or Dropbox link with your files.

Please attach any sales call recordings you have

Share a link (Google Drive, Loom, etc.)

What is your current tech stack?

List the tools you use: email marketing/CRM (e.g. Kit, ActiveCampaign, GoHighLevel), funnel/page builder (e.g. ClickFunnels, GHL, WordPress), application/intake forms (e.g. Typeform, Google Forms), scheduling (e.g. Calendly), payments, and anything else relevant.

When is your birthday?

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Month Day Year

Is there anything else you want us to know?