AI Implementation Toolkit

Rapid Launch Formula

Build a Survey Campaign that gets calls booked before your offer is finished, one copy and paste at a time.

By Marc Teo

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Why I freaking love this: 1 activity, 6 results

This is one of my favourite ways to help my clients get started, or bring in cash flow quickly.

A Survey Campaign is a short survey you send to people who already know you, with a thank-you gift and an invitation to a call or a workshop at the end.

It is 1 simple activity that helps you get:

  1. Valuable market data, whether you get sales or not.
  2. Qualified leads, with their contact details.
  3. 1:1 calls, or workshop sign-ups.
  4. Clients & cash.
  5. Momentum.
  6. Feedback.

By the last step you will have a live survey, your invite messages, your announcement post and your follow-up messages, ready to turn replies into booked calls.

How it works: survey, call or workshop, offer

  1. Survey. People complete your short survey and receive your thank-you gift.
  2. A 1:1 call and/or a workshop. Your survey ends by inviting them to one or both.
  3. Your offer. On the call or at the workshop, you share your beta offer or your current offer.

What I have seen, for every 100 people who complete the survey: about 50 say yes to a 1:1 call, about 65 say yes to a workshop, and about half of the people who attend a 1:1 call say yes to my offer.

That is what I have seen, not a promise.

The 3 parts

Part 1: Build your surveyDays 1 to 2. Copy & paste 1 to 3.

Part 2: Send your survey outDays 3 to 7. Copy & paste 4 and 5.

Part 3: Turn replies into booked callsDays 8 to 14. Copy & paste 6 and 7.

About 15 minutes a day

I planned this as about 15 minutes a day.

If this is new to you, some days will take longer, and that is fine.

It's not about how fast you move, it's about whether you even finish.

Optional

Optional: let your AI guide you with 1 file

You do not need this. Everything is on this page already.

This is the same seven steps in one file. You upload it to your AI once, type "start", and your AI walks you through every step, one at a time, with my ready messages there when you need them.

Use the page if you like to copy one step at a time. Use the file if you would rather be guided.

  1. Tap "Download your AI Implementation Toolkit". If the download does not start, which happens inside some apps, tap "Copy it instead".
  2. Open a new chat in your AI (ChatGPT, Claude or Gemini). Upload the file, or paste what you copied. A long paste may turn into an attachment in the chat. That is normal, so just send it.
  3. Type "start". Come back to the same chat each day and type "continue".
Download your AI Implementation Toolkit

Long pastes may turn into an attachment in the chat. That is normal. Just hit send.

Good to know

The seven sample surveys by industry are on this page only. They are not in the file.

If you start a new chat, upload the file again and tell your AI which step you are on.

Shortcuts: every sample and ready message

Samples

Why most people never launch

When a Survey Campaign does not work, the first reason on my list is a simple one: it never got sent.

Most of the time the reason it doesn't work is that you're too scared to do it. Just post it, send the messages and be done with it, if you don't we will never know.

Three things make it easier to start.

  1. Zero sales is not a failure. Don't worry if you get ZERO sales from this. It is just valuable market data for us to analyse and work on together.
  2. Your gift does not need to be finished. You can tell people they will receive early access once it is out.
  3. A survey is one of the easiest things for people to say yes to. You are asking for 5 to 10 minutes, and they receive a gift.

Remember: Don't overthink this.

Part 1 · Days 1 to 2

Part 1: Build your survey

By the end of Part 1 your survey is live, tested on your phone and ready to send.

Day 1: do Copy & paste 1 and 2. First your survey foundation, which gives you your survey opening. Then your thank-you gift ideas, if you need them.

Day 2: do Copy & paste 3, then put everything into Google Forms. Day 2 takes longer than Day 1, because you type your questions in.

I use Google Forms for this, and it is free.

Copy & paste 1 of 7

Your survey opening: your angle, story and gift

What this is

This is my own copy-and-paste block, the same one my clients have been using.

It asks about your market, your background, why you are doing the survey and your gift.

No gift yet? When it asks, say "not sure yet" and carry on. Copy & paste 2 gives you ideas, and you add the gift to your survey opening after that.

No numbers or results to share? Say so and carry on. Only true things go in.

Then it gives you your angle, how to position your gift, your story and your complete survey opening, the short note at the top of your survey.

Your story goes into your survey opening, so only share what you are happy for other people to read.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
6. Ask me a few questions at a time, not all at once. In your answer, give me the piece I will actually use first, then anything extra. No long dashes in anything I will use.

----------
[PURPOSE]
I need you to create the complete foundation and description for a high-converting survey using the Rapid Launch Formula. This survey foundation should position me as the expert, create excitement for participation, and set up the psychology for future conversions. The description should make people feel heard, hopeful, and rewarded while establishing credibility and building anticipation for my upcoming project.

### [ROLE]

You are an expert survey strategist and conversion psychologist with deep expertise in creating survey foundations that people are excited to participate in. You understand the psychology of what makes people say "YES" to survey invitations and complete them enthusiastically. You excel at crafting transformation stories that create instant connection, compelling angles that generate excitement, and lead magnet strategies that feel irresistible. I am an entrepreneur who needs a complete survey foundation that maximizes response rates and positions me as the obvious expert.

### ✅ STEP 1: FOUNDATION GATHERING

First, I need you to ask me for these critical elements:

**Target Market Information:**

- Who is your ideal client? (demographics, role, industry, income level)
- What's their biggest frustration or challenge right now?
- What outcome do they desperately want to achieve?
- What's currently preventing them from getting results?

**Your Background & Credibility:**

- What's your area of expertise?
- What transformation have you achieved for yourself?
- What results have you helped others achieve? (be specific with numbers)
- What struggle did you personally overcome that your audience faces?

**Your Survey Purpose:**

- What's your compelling reason for doing this survey? (book, program launch, research project, etc.)
- What will your audience get when your project is complete?
- Why should they be excited to participate?

**Your Lead Magnet Strategy:**

- What valuable digital resource will you give as a thank you?
- How does this resource solve an immediate problem for them?
- What's the perceived value of this resource?

### ✅ STEP 2: SURVEY FOUNDATION DESIGN

Based on your responses, I will create:

**A) Compelling Angle Strategy**

- Primary reason for the survey that creates excitement and importance
- Secondary reasons that add credibility and urgency
- Language that makes participation feel exclusive and valuable ("select group," "founding members")
- Clear benefit statement showing what's in it for your target audience
- Positioning words that create anticipation ("first-ever," "comprehensive," "groundbreaking")

**B) Lead Magnet Positioning**

- How to position your lead magnet as irresistible and high-value
- Value perception strategies that make 5 minutes feel worth $50-200
- "Coming soon" approach if you haven't created it yet (builds anticipation)
- Urgency and exclusivity elements that increase desire
- Immediate accessibility positioning (digital delivery, no scheduling required)

**C) Transformation Story Framework**

- Opening struggle that your audience observes in themselves/others
- Your personal challenge that connects with their daily pain
- The specific turning point that created your breakthrough
- Multiple bullet points of results and achievements that build credibility
- Mission statement that inspires participation and creates hope

### ✅ STEP 3: COMPLETE SURVEY DESCRIPTION CREATION

I will craft your full survey opening description that includes:

**Psychology-Based Opening Hook:**

- "Thank you in advance" assumption that presupposes completion
- Personal transformation story that creates instant emotional connection
- Credibility markers that position you as the expert who "gets it"
- Struggle-to-success narrative that resonates with their daily challenges

**Compelling Project Description:**

- Exciting explanation of why you're doing this survey (your angle)
- Multiple compelling reasons that create importance and urgency
- Clear benefit to participants when your project launches
- Exclusive positioning that makes them feel special and chosen

**Irresistible Lead Magnet Offer:**

- Specific description of what they'll receive as thank you
- Value positioning that far exceeds their 5-minute time investment
- Immediate accessibility promise with delivery expectations
- Gratitude and appreciation language that builds relationship

**Professional Closing:**

- Acknowledgment of their contribution and time
- Personal signature that humanizes the request
- Final appreciation that leaves them feeling valued

### ✅ FINAL OUTPUT EXPECTATIONS

Your complete survey foundation will include:

✅ **Compelling Angle Strategy** - Multiple reasons that make your survey feel important and exciting
✅ **Lead Magnet Positioning** - Irresistible thank you gift that motivates completion

✅ **Transformation Story Framework** - Personal narrative that builds credibility and connection
✅ **Complete Survey Description** - Ready-to-use opening that incorporates all psychology principles
✅ **Excitement Language Bank** - Specific words and phrases that create anticipation
✅ **Credibility Positioning** - How to showcase expertise without bragging
✅ **Value Perception Strategy** - Making 5 minutes feel worth significant value
✅ **Exclusivity Positioning** - Language that makes participation feel special
✅ **Mission Clarity** - Clear purpose that inspires action and participation

### 🎯 SUCCESS CRITERIA

Your completed survey foundation should achieve:

- Immediate emotional connection through relatable struggle
- Clear positioning as credible expert who understands their world
- Excitement about participating in something important and valuable
- High perceived value for the lead magnet reward
- Natural anticipation for your upcoming project/announcement
- Professional yet personal tone that builds trust and relationship

### 💥 IMPLEMENTATION INSTRUCTIONS

1. Provide me with your target market information, background, survey purpose, and lead magnet strategy
2. I'll create your complete survey foundation and description
3. Copy and paste the description directly into your Google Forms survey
4. Use the angle and positioning strategies for all your survey promotion
5. Reference the lead magnet consistently in your outreach messages

**Remember**: This foundation sets the stage for everything that follows.
What you do with the answer

Read your survey opening once first, because everyone who opens your survey will see it. Check that every number in it is true and yours.

  1. Copy the survey opening it gives you.
  2. Save it in the notes app on your phone.

In the Google Forms step below, you will paste it into the description box at the top of your form. It is also what you paste first if you ever start a new chat.

If you said "not sure yet" about your gift, your opening has a gap where the gift goes. Do Copy & paste 2 next, then ask for the opening again and save that one instead. If you already have a gift, you can skip Copy & paste 2.

Keep this chat open, because the next step picks up from here.

See my real oneMine
Hi there! Firstly, thank you in advance for agreeing to complete this quick survey! For those who don't know, I've spent the last 5 to 10 years deep in the world of business, personal growth, and productivity...but there was a problem. When I first started, I was an info junkie. Consuming everything... but not implementing much. At one point, I almost quit the business entirely as it just didn't feel aligned anymore. Thankfully, things shifted. I started simplifying, aligning, and taking focused action on what actually mattered and from there, everything changed. Since then, I've been fortunate to: - Help generate $7M+ in client results - Serve 150+ private clients and train 1,200+ students - Become Tony Robbins' #1 Affiliate in Asia (2019) - Build a 6-figure coaching business I genuinely love running every day And today, I now want to help even more people not just to make more money but to also have the time & freedom to enjoy their lives as well. Your responses will help me a lot to prepare 2 things: 1) To prepare for a major project I'll be announcing later this year 2) To write & publish my book which I'm very excited for (finally!) And as a thank you for your time to help me to help even more people, I'll be providing early access to the above as a gesture of my appreciation! Thanks so much again. It really means a lot. - Marc

This is my own survey opening. The numbers in it are mine, so use only your own true ones.

Copy & paste 2 of 7 · skip this if you already have a gift

Pick your thank-you gift: 3 to 5 ideas

What this is

Your thank-you gift is what people receive for completing your survey, for example a checklist, a short guide or a video training.

My rules for it: it is related to your business, it is something people can download or open straight away, and it is never a 1:1 call or a workshop, because you invite them to those at the end of the survey.

It does not have to be finished before you launch. You can tell people they will receive early access once it is out.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
6. Ask me a few questions at a time, not all at once. In your answer, give me the piece I will actually use first, then anything extra. No long dashes in anything I will use.

----------
## [PURPOSE]

I need you to help me brainstorm and design the perfect lead magnet for my survey campaign that will maximize participation while attracting my ideal clients. This lead magnet should be so valuable that completing my survey feels like a no-brainer, while positioning me as the expert and creating natural bridges to my paid offerings. The final output will be a complete lead magnet concept with specific titles, descriptions, components, and positioning that makes prospects excited to participate in my research.

## [ROLE]

You are an expert lead magnet strategist and value creation specialist with deep expertise in designing irresistible free resources that both serve audiences and convert them into paying clients. You understand the psychology of perceived value, the importance of immediate applicability, and how to create lead magnets that position the creator as the obvious expert solution. You excel at matching lead magnet types to business models, audience needs, and survey campaign goals while ensuring the free value naturally leads to paid transformation.

I am an entrepreneur/coach/consultant who needs to create a lead magnet that will incentivize survey participation while attracting qualified prospects who are likely to become paying clients.

I want your help identifying the perfect lead magnet type, brainstorming specific concepts, and designing the complete package that will make my survey campaign irresistible to my target market.

## ✅ STEP 1: BUSINESS & AUDIENCE ANALYSIS

**First, I need you to ask me for these critical elements:**

### **Business Context:**

- What industry/niche do you serve?
- What's your main area of expertise or specialization?
- What transformation do you help people achieve?
- What's your typical offer price range ($500-$2K, $2K-$10K, etc.)?
- What's the main problem your ideal clients struggle with?

### **Target Audience Profile:**

- Who is your ideal client (demographics, role, situation)?
- What's their biggest pain point or challenge right now?
- What outcome do they desperately want to achieve?
- What's currently preventing them from getting results?
- What would they pay $100-$500 to solve immediately?

### **Survey Campaign Goals:**

- What's the main purpose of your survey (market research, program validation, etc.)?
- What larger project is this research supporting?
- What's your timeline for delivering the lead magnet?
- How many survey responses are you hoping to get?

---

## ✅ STEP 2: LEAD MAGNET TYPE SELECTION

**Based on your responses, I will recommend the optimal lead magnet type from these proven categories:**

### **Knowledge-Based Lead Magnets:**

**Quick-Start Guides (5-15 pages)**

- Perfect for: Coaches, consultants, service providers
- Best when: Your audience needs immediate steps to take action
- Example: "The 7-Day Business Launch Blueprint"
- Delivery time: Can create in 2-3 days

**Comprehensive Toolkits/Vaults**

- Perfect for: Established experts with lots of existing content
- Best when: You want to position as the ultimate resource
- Example: "Complete Marketing Mastery Vault (50+ Resources)"
- Delivery time: Can compile existing content in 1-2 days

**Cheat Sheets & Checklists**

- Perfect for: Process-oriented businesses, productivity coaches
- Best when: Your audience needs step-by-step frameworks
- Example: "Ultimate Social Media Content Checklist"
- Delivery time: Can create in 1 day

**Templates & Worksheets**

- Perfect for: Business coaches, marketing experts, consultants
- Best when: Your audience needs done-for-you tools
- Example: "Done-For-You Email Sequence Templates"
- Delivery time: 1-2 days depending on complexity

### **Training-Based Lead Magnets:**

**Mini-Courses (3-5 lessons)**

- Perfect for: Education-focused businesses, skill-based coaching
- Best when: Your audience learns better through structured lessons
- Example: "5-Day Confidence Building Mini-Course"
- Delivery time: 3-5 days to create

**Video Training Series**

- Perfect for: Visual learners, complex topics that need demonstration
- Best when: You're comfortable on camera and have video skills
- Example: "3-Part Funnel Building Video Masterclass"
- Delivery time: 2-4 days with editing

**Recorded Workshops/Masterclasses**

- Perfect for: Established experts with proven content
- Best when: You have existing workshop content to repurpose
- Example: "90-Minute Wealth Building Workshop Recording"
- Delivery time: Immediate if content exists, 1 week if creating new

### **Assessment-Based Lead Magnets:**

**Personalized Assessments**

- Perfect for: Coaches who help with personal/business transformation
- Best when: Your prospects need clarity on their current situation
- Example: "Business Readiness Assessment + Custom Action Plan"
- Delivery time: 2-3 days to set up

**Diagnostic Tools**

- Perfect for: Problem-solving businesses, consultants
- Best when: Your audience needs to identify specific gaps
- Example: "Marketing Effectiveness Diagnostic Tool"
- Delivery time: 1-2 days depending on complexity

### **Access-Based Lead Magnets:**

**Private Community Access**

- Perfect for: Ongoing engagement and relationship building
- Best when: You want to nurture prospects over time
- Example: "VIP Access to Entrepreneur Success Community"
- Delivery time: Immediate if community exists

**Exclusive Content Libraries**

- Perfect for: Content creators, educators, thought leaders
- Best when: You have valuable existing content to organize
- Example: "Members-Only Resource Library (100+ Items)"
- Delivery time: 1-2 days to organize existing content

---

## ✅ STEP 3: LEAD MAGNET CONCEPT DEVELOPMENT

**For your chosen lead magnet type, I will create 3-5 specific concepts including:**

### **Concept Structure:**

- **Title**: Compelling name that creates immediate interest
- **Subtitle**: Clear benefit statement that explains the value
- **Core Promise**: What specific outcome they'll achieve
- **Main Components**: 3-5 key elements included
- **Unique Angle**: What makes this different from typical lead magnets
- **Perceived Value**: Realistic dollar value for positioning

### **Content Outline:**

- **Section/Module Breakdown**: Specific topics covered
- **Key Takeaways**: What they'll learn from each section
- **Action Items**: Immediate steps they can implement
- **Bonus Elements**: Additional value adds that increase appeal

### **Positioning Strategy:**

- **Problem/Solution Fit**: How it addresses their biggest pain point
- **Bridge to Paid Offer**: Natural connection to your premium services
- **Authority Building**: How it positions you as the expert
- **Implementation Timeline**: When they can expect results

---

## ✅ STEP 4: VALUE STACKING & POSITIONING

**I will help you create an irresistible value stack by:**

### **Core Lead Magnet Enhancement:**

- Add complementary bonuses that increase perceived value
- Include templates, worksheets, or tools that support implementation
- Create exclusive access elements (communities, bonus content)
- Design follow-up sequences that continue providing value

### **Psychological Value Amplifiers:**

- **Scarcity Elements**: Limited-time bonuses or exclusive access
- **Social Proof Integration**: Testimonials or success stories
- **Authority Positioning**: Credentials and results that justify value
- **Urgency Creation**: Time-sensitive components that encourage action

### **Perceived Value Calculation:**

```

Core Lead Magnet: $XXX value
Bonus Resource 1: $XXX value
Bonus Resource 2: $XXX value
Exclusive Access: $XXX value
Total Value: $XXXX - Free for survey completion

```

---

## ✅ STEP 5: DELIVERY & IMPLEMENTATION STRATEGY

**I will provide a complete implementation plan including:**

### **Creation Timeline:**

- **Day 1-2**: Content outline and structure creation
- **Day 3-4**: Core content development and writing
- **Day 5**: Design, formatting, and final touches
- **Day 6**: Delivery system setup and testing
- **Day 7**: Launch preparation and promotional materials

### **Delivery System Setup:**

- **Platform Recommendations**: Best tools for delivery and tracking
- **Automation Sequence**: How to deliver immediately after survey completion
- **Follow-Up Strategy**: Additional value delivery to maintain engagement
- **Quality Control**: Testing and optimization for smooth delivery

### **Promotional Integration:**

- **Survey Announcement Integration**: How to position in your announcement post
- **Value Communication**: Language that makes the offer irresistible
- **Social Proof Elements**: How to showcase value and build credibility
- **Urgency & Scarcity**: Elements that encourage immediate participation

---

## ✅ STEP 6: CONVERSION OPTIMIZATION

**I will help optimize your lead magnet for maximum conversion by:**

### **Title Testing Options:**

- Provide 3-5 different title variations for testing
- Include curiosity-driven vs. benefit-driven options
- Create versions with different emotional triggers
- Suggest A/B testing methodology for optimization

### **Description Refinement:**

- Craft compelling descriptions that emphasize transformation
- Include specific benefits and outcomes
- Add credibility elements and social proof
- Create urgency and scarcity where appropriate

### **Bonus Structure Optimization:**

- Design bonus stack that increases perceived value
- Ensure bonuses support main lead magnet goals
- Create natural bridges to your paid offerings
- Include time-sensitive bonuses for increased urgency

---

## ✅ FINAL OUTPUT EXPECTATIONS

Your complete lead magnet strategy will include:

✅ **Optimal Lead Magnet Type** - Best format for your business and audience
✅ **3-5 Specific Concepts** - Complete concepts with titles, outlines, and positioning
✅ **Detailed Content Structure** - Section breakdowns and key components
✅ **Value Stack Design** - Core magnet plus irresistible bonuses
✅ **Positioning Strategy** - How to present maximum value and authority
✅ **Implementation Timeline** - Step-by-step creation and delivery plan
✅ **Delivery System Recommendations** - Tools and platforms for seamless delivery
✅ **Promotional Integration** - How to integrate with survey campaign
✅ **Conversion Optimization** - Testing and refinement strategies

The final lead magnet concept should be so valuable and well-positioned that your target audience feels compelled to complete your survey while naturally seeing you as the expert who can solve their problems.

---

## 💥 START HERE

**Please provide your business and audience information:**

1. **Business Context**: What's your niche and main area of expertise?
2. **Target Transformation**: What main problem do you solve and outcome do you deliver?
3. **Ideal Client Profile**: Who specifically do you serve and what's their biggest challenge?
4. **Offer Pricing**: What's your typical program/service price range?
5. **Survey Purpose**: What larger project is this survey supporting?
6. **Timeline**: When do you need this lead magnet ready?
7. **Existing Resources**: What valuable content or resources do you already have?

I'll then create multiple lead magnet concepts specifically designed for your audience that will maximize survey participation while positioning you as the obvious expert solution and naturally leading to your paid offerings.
What you do with the answer

Your AI will give you several ideas, with a lot of detail around each one. For now you only need one idea.

  1. Pick the one you like most.
  2. In the same chat, type: "Use this gift in my survey opening and give me the opening again."
  3. Save the new survey opening in the notes app on your phone, in place of the old one.
See an exampleExample
Example: Elaine, a career coach for mid-career professionals. Elaine is a made-up person. Her AI's answer was long. These are 3 of the ideas in it, in short: 1. The Career Change Checklist. A one-page list of what to sort out before you hand in your resignation letter. 2. 10 Questions to Ask Yourself Before You Switch Careers. A short guide you can read in one sitting. 3. The "Explain My Experience" Template. A fill-in-the-blank page that helps you describe your past work to a new industry. Elaine picks number 1 and writes this in her notes: My thank-you gift: The Career Change Checklist (early access once it is out)

If your gift is not made yet, write "early access once it is out" next to it.

Copy & paste 3 of 7

Your survey questions: the 6 sections

What this is

This is my own copy-and-paste block, and I have left it unchanged because it has been working.

It writes your whole survey in my 6 sections: about them, their goal, their challenges, the topics they want, your invitation, and final words.

It is not an anonymous survey. You ask for their name, email and contact number so you can follow up afterwards.

The call invitation near the end is my own wording. The only words that change are "the book", which become your own reason for the survey.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. For the 1:1 call invitation question, use my coach Marc's exact wording and change only the words "the book" to match my reason for the survey: "Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the book as well :)" The three choices are: "Yes, I'd be interested!" / "Curious to find out more details" / "Not at all, I believe I can do everything by myself".
6. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
7. Ask me a few questions at a time, not all at once. In your answer, give me the piece I will actually use first, then anything extra. No long dashes in anything I will use.

----------
[PURPOSE]I need you to create a comprehensive, high-converting market research survey that serves three critical business functions: **prospect qualification**, **valuable market data collection**, and **natural conversion setup** for strategy calls. This survey should go beyond basic data gathering to create psychological momentum, build authority positioning, and generate qualified leads who are primed to say "yes" to working with me. The final output will be a complete survey with strategic question flow, psychological reasoning, and implementation guidance that transforms strangers into eager prospects requesting strategy calls.

## [ROLE]

You are an expert survey strategist and conversion psychologist with deep expertise in market research methodology, consumer behavior, and lead qualification systems. You understand that effective surveys create psychological bridges from curiosity to commitment, using strategic question sequencing to build self-awareness, amplify pain points, and position the survey creator as the obvious solution. You excel at designing questions that gather actionable business intelligence while priming prospects for high-value conversations.

I am an entrepreneur/coach/consultant who needs to systematically generate qualified leads and book strategy calls using a research-based approach that positions me as an expert rather than a salesperson.

I want your help creating a complete strategic survey using the **6-Section Strategic Question Framework**, where each section serves specific psychological and business purposes - not just random data collection.

The goal is to create a survey so strategically designed that prospects complete it eagerly, gain valuable self-awareness, and naturally request strategy calls because they recognize I understand their situation better than they do.

---

## ✅ STEP 1: FOUNDATION GATHERING FOR SURVEY DESCRIPTION

Before creating the complete survey, I need you to gather these critical elements for the opening description:

**Target Market Information:**

- Who is your ideal client? (demographics, role, industry, income level)
- What's their biggest frustration or challenge right now?
- What outcome do they desperately want to achieve?
- What's currently preventing them from getting results?

**Your Background & Credibility (For Transformation Story):**

- What's your area of expertise?
- What transformation have you achieved for yourself?
- What results have you helped others achieve? (be specific with numbers)
- What struggle did you personally overcome that your audience faces?
- What credentials or achievements position you as an expert?

**Your Survey Purpose (For Compelling Angle):**

- What's your compelling reason for doing this survey? (book, program launch, research project, etc.)
- What will your audience get when your project is complete?
- Why should they be excited to participate?
- What's the urgency or importance of this project?

**Your Lead Magnet Strategy:**

- What valuable digital resource will you give as a thank you?
- How does this resource solve an immediate problem for them?
- What's the perceived value of this resource?
- How will it be delivered? (early access, exclusive content, etc.)

---

## ✅ STEP 2: SURVEY DESCRIPTION CREATION (PRIMARY FOCUS)

**Using the specific structure below, create the complete survey opening description:**

### **Required Structure:**

```
Hi there!

Firstly, thank you in advance for agreeing to complete this quick survey!

[INSERT TRANSFORMATION STORY - 2-3 paragraphs that include:]
- Opening struggle that your audience relates to
- Personal challenge that connects with their daily pain
- Specific turning point that created breakthrough
- Credible results and achievements (with numbers)
- Current mission aligned with helping them

Your responses will help me a lot to prepare [INSERT COMPELLING ANGLE - 1-2 reasons]:
1) [Reason 1, e.g., "a major project I'll be announcing later this year"]
2) [Reason 2, e.g., "my upcoming book which I'm very excited about (finally!)"]

And as a thank you for your time, I'll be providing [INSERT LEAD MAGNET DESCRIPTION] as a gesture of my appreciation!

Thanks so much again. It really means a lot.

- [Your name]

```

### **Transformation Story Requirements:**

- **Opening Hook**: Relatable struggle or common misconception
- **Personal Challenge**: Specific pain point your audience faces
- **Turning Point**: What changed everything for you
- **Credible Results**: Specific numbers and achievements
- **Current Mission**: How you now help others with the same challenge

### **Compelling Angle Guidelines:**

- **Primary Reason**: Major project, book, program launch, research initiative
- **Secondary Reason**: Additional credibility factor (book, report, movement, etc.)
- **Excitement Language**: "major project," "finally," "excited," "announcing"
- **Future Value**: What they'll get when project is complete

### **Lead Magnet Positioning:**

- **High Value**: Position as valuable resource, not throw-away freebie
- **Immediate Relevance**: Solves problem related to survey topic
- **Exclusive Access**: "early access," "founding members," "select group"
- **Appreciation Framing**: "gesture of appreciation," "thank you gift"

---

## ✅ STEP 3: COMPLETE SURVEY QUESTIONS DESIGN

**After creating the compelling survey description, design the strategic question framework:**

### **Section 1: Basic Profile & Contact Details (3-4 Questions)**

**Strategic Purpose**: Capture essential information and qualify demographics without survey fatigue

**Required Contact Fields:**

- Name (required)
- Email (required)
- Contact Number (required)

**Strategic Qualification Question:**
Create one powerful "Tick ALL that apply" question with 6-8 options that reveals current stage/experience level, income/investment capacity indicators, urgency factors, and ideal client markers.

### **Section 2: Dream Outcome Exploration (2 Questions)**

**Strategic Purpose**: Understand their goals and validate your offer pricing/positioning while building emotional investment

Create goal quantification questions (tangible or intangible focus) and emotional motivation questions that uncover their deeper "why" and personal stakes.

### **Section 3: Challenge Identification (2 Questions)**

**Strategic Purpose**: Create self-awareness of gaps while positioning my expertise as the solution

**Question 1: Confidence Scale**

```
"From a scale of 1-10, with your current level of progress, what's your level of confidence that you'd be able to achieve your target [specific goal] all by yourself?"

NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence

```

**Question 2: Biggest Obstacles**
Create 8-12 challenge options that:

- Directly relate to my expertise areas
- Use language my ideal clients actually use (not consultant-speak)
- Include challenges my higher-ticket offers solve
- Mix tactical and strategic/mindset problems
- Create natural bridges to my paid programs

**Challenge Options Requirements:**

- Each challenge should connect to a specific solution I provide
- Include both surface-level and deeper challenges
- Use emotional language that creates urgency
- Position challenges as obstacles to their stated goals
- Create clear differentiation between ideal and non-ideal prospects

**Provide 8-12 specific challenge options for my industry with explanation of how each connects to my expertise and offer positioning.**

---

## ✅ STEP 4: SECTION 4 - TOPIC INTEREST & LEARNING PRIORITIES (1 Question)

**Strategic Purpose**: Validate content direction and identify what they value most while positioning my expertise

**The Strategic Question:**

```
"What are the top 3 topics you'd most like help with that you believe will move your confidence score to 10/10? (Please choose up to a max of 3 choices)"

```

**Topic Options Requirements:**
Create 8-12 topics that:

- Frame as solutions using "How to..." language
- Align directly with my paid program modules
- Use benefit-driven language focusing on outcomes
- Mix tactical skills with strategic thinking
- Use language my existing clients use when describing desired learning

**Topic Development Guidelines:**

- Each topic should connect to something I teach in courses/coaching
- Include both quick wins and long-term transformation topics
- Create clear value hierarchy (some topics more valuable than others)
- Position advanced topics that justify higher pricing
- Include topics that differentiate my approach from competitors

**Provide 8-12 specific topic options that validate demand for my expertise while revealing prospect priorities.**

---

## ✅ STEP 5: SECTION 5 - THE CALL INVITATION (1 Question)

**Strategic Purpose**: Convert survey completion into booked strategy calls using psychological positioning

**Create both invitation options with strategic messaging:**

**Option A: 1:1 Strategy Call Invitation**

- Value-first positioning emphasizing what they'll gain
- Research angle to remove sales pressure
- Mutual benefit framing
- Three response options that qualify interest levels
- Non-pushy language that respects autonomy

**Option B: Workshop Invitation**

- Positions me as expert with valuable content
- Lower commitment threshold
- Allows for group social proof
- Creates scarcity and urgency
- Builds anticipation for value delivery

**For each option, provide:**

- Complete question text with my credentials/achievements
- Three response options with psychological reasoning
- Conversion rate expectations based on response choice

---

## ✅ STEP 6: SECTION 6 - RELATIONSHIP BUILDING & FEEDBACK (1 Question)

**Strategic Purpose**: Gather additional insights and end on positive note while opening communication

Create open-ended question that shows value for input beyond data collection and often reveals additional pain points for follow-up.

---

## ✅ FINAL OUTPUT EXPECTATIONS

Create a complete strategic survey that includes:

✅ **Compelling Survey Description** using the exact structure provided above
✅ **Complete 6-section survey with all questions and answer options**
✅ **Psychological reasoning for each question and section flow**

✅ **Industry-specific customization for my target market**

The final survey should feel like valuable market research that prospects are excited to complete, while systematically qualifying them and building momentum toward strategy calls.

---

## 💥 START HERE

**Please provide your business context:**

1. **Industry/Niche**: What specific market do you serve?
2. **Core Problem**: What main problem do your offers solve?
3. **Expertise Areas**: What are your 3-5 key areas of expertise?
4. **Offer Pricing**: What's your typical program/service price range?
5. **Target Market**: Who is your ideal client (demographics + psychographics)?
6. **Credentials**: What achievements/results position you as an expert?
7. **Survey Goal**: Primary objective (lead generation, market research, call booking)?

I'll then create a complete strategic survey that transforms strangers into qualified prospects requesting strategy calls while positioning you as the obvious expert solution.
What you do with the answer

Your AI drafted the choices from what you told it. Read them out loud, and change or delete any your people would not say.

Your AI will also explain why each question is there. You do not need to put those notes into your form.

Your AI may also write a survey opening again. You already have yours from Copy & paste 1, so you can skip that part.

If your survey has a call question, leave it exactly as it is, apart from the words that replaced "the book".

If your workshop question names a length, like "2-3 hour", change it to match your workshop. You can also reword anything else in the workshop question that is not true for your workshop.

If you have real results, you can add them to the workshop question in your own words, the way I do in my sample below.

Then go to the Google Forms step below and type the questions in, one at a time.

See my real oneMine
Section 1: About them 1. Name [Short answer] Required 2. Email Address [Short answer] Required 3. Contact Number [Short answer] Required 4. Which of the following best describes your current situation? (Tick ALL that apply) [Checkboxes] Optional - I am a coach/consultant currently earning $3K-$10K per month - I am a full-time entrepreneur / business owner - I have and/or thinking of starting a coaching/consulting business - I am a current/aspiring coach, speaker and/or trainer - I am in the early stages of my business (less than 2 years) - I have been in business for 2-5 years - I have been in business for 5+ years - I'm working 40+ hours/week on my business - I have multiple offers but none are really working well - I have attended 5+ paid business/marketing programs or courses - I value business simplicity and lifestyle freedom - I'm ready to invest in business growth and systems Section 2: Their goal 5. In the next 12-18 months, what monthly revenue range would represent a major breakthrough for your coaching/consulting business? [Multiple choice] Required - $5K-$10K per month - $10K-$15K per month - $15K-$25K per month - $25K-$50K per month - $50K+ per month 6. Beyond the revenue numbers, what would achieving your ideal business really mean for your life? What areas would you be most excited about? (e.g., time with family, travel freedom, personal fulfillment, making bigger impact, etc.) The more specific, the better! [Paragraph] Required Section 3: Their challenges 7. On a scale of 1-10, what's your level of confidence that you could achieve your target monthly revenue goal all by yourself with your current approach? [Linear scale 1 to 10] Required 1 is NO confidence. 10 is TOTAL confidence. 8. What are the top 3 BIGGEST challenges or frustrations you're facing right now that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3) [Checkboxes, pick up to 3] Required - Inconsistent lead generation - never know where next client comes from - Converting prospects into paying clients without being pushy or salesy - Creating an offer that people actually want to buy at premium prices - Building systems that work without me being involved in everything - Feeling overwhelmed by all the marketing tactics and strategies available - Imposter syndrome and lack of confidence in my expertise/pricing - Struggling to scale beyond trading time for money - Working too many hours with little time for family/personal life - Lack of recurring revenue - always starting from zero each month - Not having a clear, simple business model that actually works - Difficulty positioning myself as different from other coaches/consultants - Burnout from constantly chasing the next shiny marketing strategy - Other Section 4: Topics 9. What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3) [Checkboxes, pick up to 3] Required - How to Generate Consistent, Qualified Leads Without Constant Hustle - How to Convert Strategy Calls into High-Paying Clients Naturally - How to Create One Aligned Offer That Sells Itself at Premium Prices - How to Build Simple Systems That Generate Recurring Revenue - How to Position Yourself as THE Expert in Your Niche - How to Overcome Imposter Syndrome and Price with Confidence - How to Create Lifestyle Freedom Through Your Business - How to Build a Business That Attracts Clients Instead of Chasing Them - How to Simplify Your Business Model and Focus on What Actually Works - How to Scale Without Burning Out or Sacrificing Family Time - How to Develop Unshakeable Inner Game and Mindset for Success - Other Section 5: The invitation 10. Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the lifestyle business program & book as well :) [Multiple choice] Required - Yes, I'd be interested! - Curious to find out more details - Not at all, I believe I can do everything by myself 11. If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from helping generate $7M+ in client results & building a 6-figure business), would you be interested to attend? [Multiple choice] Required - Yes! - Curious to find out more details - Not at all Section 6: Final words 12. Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :) [Paragraph] Required

These are my own questions, written for coaches and consultants. Yours will use the words your clients use.

See how my template looks as a form

This is my blank template, so the words in square brackets are where your own words go. Please do not fill it in.

Bonus

7 more sample surveys, by industry

Open the one closest to what you do, and use it for ideas for your choices and your wording.

These are made-up examples for other industries, so the stories and numbers inside are placeholders.

In your own survey, use only your own true ones.

Life and mindset coach
Life and mindset coach
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
For most of my corporate career, I appeared successful from the outside, steady promotions, respected by colleagues, hitting all the conventional milestones, but internally, I was struggling with a completely different reality.
I was battling constant self-doubt, second-guessing every decision I made, and living with this persistent feeling that I was somehow "faking it" through life. Despite my professional achievements, I felt disconnected from my authentic self and was constantly worried that people would discover I wasn't as capable as they thought. The worst part? I was playing it safe in every area of my life because fear of failure and judgment kept me trapped in my comfort zone.
The turning point came during a particularly challenging project when I realized I was living someone else's definition of success while completely ignoring my own inner voice and potential. I decided to stop letting limiting beliefs run my life and started investing seriously in my personal development and mindset transformation.
Since then, I've been fortunate to:
- Successfully transition from corporate burnout to authentic entrepreneurship
- Help 75+ professionals overcome limiting beliefs and build genuine confidence
- Complete advanced certifications in cognitive behavioral coaching and mindset psychology
- Create transformation programs that have positively impacted over 500 people
- Develop proven frameworks for breaking through self-doubt and fear-based thinking
And today, I'm passionate about helping other ambitious professionals stop playing small, overcome the internal barriers that hold them back, and create lives that truly reflect their authentic potential and deepest values.
Your responses will help me tremendously to prepare two exciting projects:
1. A comprehensive personal breakthrough program I'll be launching later this year for professionals ready to transform their mindset and unlock their true potential
2. My upcoming book on overcoming limiting beliefs and designing an authentic life, which I'm excited to finally share with the world!
As a thank you for your time and honest insights, I'll be providing early access to my "Breakthrough Mindset Toolkit" plus exclusive bonus materials worth $197, my way of showing appreciation for helping me create something that will impact even more lives.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Personal & Professional Profile (Select ALL that apply)
"Which of the following best describes your current situation? (Tick ALL that apply)"
- I am a working professional (i.e. 9-5 job)
- I am a full-time entrepreneur / business owner
- I am an investor / trader
- I have and/or thinking of starting a side hustle
- I am in a leadership or management role
- I have less than 3 years of professional experience
- I have 3-7 years of professional experience
- I have 8+ years of professional experience
- I am a current/aspiring coach, speaker and/or trainer
- I have attended 5+ paid workshops, programs, seminars, or online courses
- I value personal growth and development
- I'm ready to invest in myself and my future
Strategic Reasoning: This question captures professional context, experience level, and personal development history - all relevant for mindset coaching without unnecessary personal details. It identifies work type (corporate vs entrepreneurial), experience level for tailored approaches, and investment mindset for qualification.

SECTION 2: LIFE VISION & TRANSFORMATION GOALS
Question 5: Personal Breakthrough Vision
"In the next 2-3 years, what would represent the most meaningful transformation in your life? (Choose up to 3 most important)"
- Unshakeable confidence and self-belief in all areas of my life
- Clear life purpose and direction that excites me every day
- Freedom from anxiety, self-doubt, and imposter syndrome
- Career or work that aligns perfectly with my values and passions
- Authentic relationships built on genuine connection and honesty
- Financial security doing work that truly matters to me
- Inner peace and emotional resilience during life's challenges
- The courage to take risks and pursue my biggest dreams
- Work-life integration where I thrive personally and professionally
- Leadership presence and the ability to inspire others
- Complete freedom from people-pleasing and need for approval
- A life legacy that makes a meaningful difference in the world
Question 6: Personal Motivation & Life Impact (Open-ended)
"Why is this transformation important to you right now? What would be different about your daily experience when you've achieved this breakthrough? (e.g., how you'd feel waking up each morning, your relationships, your confidence, your impact on others, etc.) Please be as specific and personal as possible!"
Strategic Reasoning: Question 5 identifies their core transformation desires while validating pricing for premium coaching services (meaningful life change justifies investment), while Question 6 uncovers deeper emotional motivations and creates vivid future state visualization for powerful follow-up conversations.

SECTION 3: INTERNAL BARRIERS & SELF-AWARENESS
Question 7: Personal Growth Confidence
"On a scale of 1-10, what's your level of confidence that you could achieve your ideal life transformation all by yourself with your current mindset and approach?"
`NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence`
Question 8: Internal Barriers & Personal Challenges
"What are the top 3 BIGGEST internal barriers or personal challenges you're facing right now that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3)"
- Self-doubt and imposter syndrome - not believing I'm capable of more
- Fear of failure and perfectionism that stops me from taking action
- Chronic overthinking and analysis paralysis that keeps me stuck
- Negative self-talk and limiting beliefs about what's possible for me
- People-pleasing and difficulty setting boundaries with others
- Lack of clarity about my life purpose and what I truly want
- Fear of judgment and what others will think if I change
- Past experiences or trauma that still influence my daily decisions
- Procrastination and lack of follow-through on important goals
- Stress, overwhelm, and inability to manage my emotional state
- Comparison with others and feeling like I'm not good enough
- Fear of success and self-sabotage when things start going well
- Money blocks and limiting beliefs around worth and deserving success
- Relationship patterns that keep repeating despite my efforts
- Feeling stuck in my comfort zone and afraid of taking meaningful risks
Strategic Reasoning: These challenges directly align with core mindset coaching solutions: self-doubt (confidence work), perfectionism (mindset reframing), overthinking (decision-making tools), negative self-talk (cognitive restructuring), people-pleasing (boundary setting), clarity (life design), and trauma (healing modalities).

SECTION 4: TRANSFORMATION TOPIC PRIORITIES
Question 9: Most Valuable Personal Development Topics
"What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3)"
- How to Eliminate Self-Doubt and Build Unshakeable Inner Confidence
- How to Discover Your Life Purpose and Create a Compelling Vision
- How to Overcome Fear and Take Action Despite Uncertainty
- How to Master Your Inner Dialogue and Stop Negative Self-Talk
- How to Set Healthy Boundaries and Stop People-Pleasing
- How to Navigate Major Life Transitions with Confidence and Clarity
- How to Transform Perfectionism into Healthy High Achievement
- How to Build Emotional Resilience and Stress Management Skills
- How to Break Free from Limiting Beliefs and Expand Your Possibilities
- How to Develop Authentic Leadership Presence and Influence
- How to Create Work-Life Alignment That Reflects Your True Values
- How to Build Meaningful Relationships Based on Authenticity
Strategic Reasoning: Each topic directly connects to core life coaching methodologies while using transformation-focused language. Topics validate demand for specific expertise areas and help prioritize coaching conversations based on their primary growth interests.

SECTION 5: BREAKTHROUGH SESSION INVITATION
Question 10: Breakthrough Session & Workshop Interest
Option A: Personal Breakthrough Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the personal breakthrough program & book as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from helping 75+ professionals overcome limiting beliefs & advanced mindset psychology frameworks), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to mindset coaching. The response choices qualify interest levels for appropriate follow-up prioritization.

SECTION 6: PERSONAL VISION & INSIGHTS
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
Digital marketing agency
Digital marketing agency
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
Over the past year, I've been working with various businesses and noticed a common challenge: most companies have great products and services, but their marketing systems are either non-existent, outdated, or just not working efficiently.
I've seen businesses manually sending follow-up emails one by one, losing potential customers because their website doesn't capture leads properly, and missing sales opportunities because they don't have proper funnels to guide prospects through their buying process. Many are spending valuable time on repetitive tasks that could easily be automated.
The breakthrough for me came when I realized that most businesses don't need complex marketing strategies - they just need their basic systems to work properly and efficiently.
Since then, I've been fortunate to:
- Build 8+ high-converting landing pages and sales funnels for local businesses
- Set up automation systems that saved companies 10-15 hours per week
- Create lead capture systems that increased email sign-ups by 200-300%
- Implement simple integrations that streamlined business operations
- Write copy and create pages that actually convert visitors into customers
And today, I'm focused on helping businesses get their fundamental marketing systems working properly - from lead capture to follow-up automation - so they can focus on what they do best while their systems handle the rest.
Your responses will help me tremendously to prepare two important projects:
1. A marketing systems audit service I'll be offering to help businesses identify gaps in their current setup
2. My upcoming resource guide on essential marketing automations every business should have, which I'm excited to share with business owners!
As a thank you for your time and insights, I'll be providing a complimentary "Marketing Systems Checklist", my way of showing appreciation for helping me understand what businesses need most.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Business Profile (Select ALL that apply)
"Which of the following best describes your business situation? (Tick ALL that apply)"
- We are a local service-based business (contractors, consultants, etc.)
- We are an e-commerce business selling physical products
- We are a B2B company providing services to other businesses
- We are a coaching, training, or education business
- We have been in business for 2+ years
- We have an annual revenue of $100K-$500K
- We have an annual revenue of $500K-$2M
- We currently use basic marketing (website, social media, email)
- We have someone internally handling marketing tasks
- We are open to outsourcing specific marketing projects
- We value efficiency and automation in our business processes
Strategic Reasoning: This question identifies business type, size, revenue level, current marketing sophistication, internal resources, and openness to outsourcing - all crucial for qualifying potential service clients.

SECTION 2: CURRENT MARKETING SYSTEMS & GOALS
Question 5: Marketing System Priorities
"In the next 6-12 months, what would be most valuable for your business growth? (Choose up to 3 most important)"
- Better lead capture and conversion on our website
- Automated email follow-up sequences for prospects
- Improved sales funnels that guide customers through our process
- Better integration between our marketing tools and CRM
- More professional and converting landing pages
- Automated systems to save time on repetitive marketing tasks
- Better copywriting for our website and marketing materials
- Systems to nurture leads until they're ready to buy
- Improved tracking and analytics on our marketing efforts
- Professional sales pages that actually convert visitors
Question 6: Business Impact & Motivation (Open-ended)
"What would having efficient, automated marketing systems mean for your business? How would it impact your daily operations or growth goals? (e.g., more time to focus on clients, increased sales, better lead quality, etc.) Please be specific!"
Strategic Reasoning: Question 5 identifies specific service needs and validates demand for funnel building, automation, and copywriting services, while Question 6 uncovers business impact and value propositions for service positioning.

SECTION 3: CURRENT CHALLENGES & PAIN POINTS
Question 7: System Effectiveness Confidence
"On a scale of 1-10, how confident are you that your current marketing systems are effectively capturing and converting potential customers?"
`NOT effective  1  2  3  4  5  6  7  8  9  10  VERY effective`
Question 8: Marketing System Challenges
"What are the top 3 BIGGEST challenges or frustrations with your current marketing setup? (Please choose up to 3)"
- Our website doesn't capture leads effectively
- We lose potential customers who visit our site but don't buy immediately
- Manual follow-up processes take too much time and effort
- Our marketing tools don't work well together (integration issues)
- We don't have proper systems to track where leads come from
- Our landing pages and sales pages don't convert well
- Email marketing is time-consuming and not automated
- We struggle with writing effective copy for our marketing materials
- No system for nurturing leads until they're ready to purchase
- Repetitive marketing tasks eat up too much of our team's time
- Our current marketing feels unprofessional or outdated
- We don't have clear funnels to guide prospects through our sales process
Strategic Reasoning: These challenges directly align with funnel building, automation, integration, and copywriting services - identifying specific problems the freelancer can solve with their technical skills.

SECTION 4: SERVICE NEEDS & PRIORITIES
Question 9: Most Valuable Service Areas
"What type of marketing system improvements would be most valuable for your business right now? (Please choose up to 3)"
- Professional Landing Page Creation and Optimization
- Sales Funnel Building and Conversion Optimization
- Email Marketing Automation and Sequence Setup
- CRM and Marketing Tool Integration and Setup
- Website Copy and Sales Page Writing
- Lead Capture System Design and Implementation
- Marketing Analytics and Tracking Setup
- Customer Journey Mapping and Automation
- Professional Sales Materials and Proposal Creation
- Social Media Integration and Automation
- Follow-up System Creation and Optimization
- Marketing Process Documentation and Training
Strategic Reasoning: Each option represents a specific service offering for funnel builders/digital marketers, helping identify which services are in highest demand and allowing for targeted follow-up conversations.

SECTION 5: PROJECT INTEREST & NEXT STEPS
Question 10: Project Discussion & Workshop Interest
Option A: Personal Project Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct guidance from me, it will allow me to collect further data & research for the marketing systems audit service & resource guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from building 8+ converting funnels & setting up automation systems that save 10-15 hours per week), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to marketing systems and automation.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
Health and wellness coach
Health and wellness coach
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
For years, I was caught in the same frustrating cycle that affects so many busy professionals: I knew what I should be doing for my health, but I just couldn't make it stick. I'd start strong with a new workout routine or diet plan, see some initial progress, then life would get busy and I'd fall right back into old habits.
I tried everything - extreme diets that left me exhausted, workout programs that took hours I didn't have, and supplements that promised quick fixes but delivered nothing. Despite having access to all the health information in the world, I felt more confused and frustrated than ever. The worst part was watching my energy decline and my confidence suffer while I kept making excuses about why "later" would be better.
The breakthrough came when I realized that sustainable health isn't about perfection or extreme measures - it's about creating simple, realistic systems that actually fit into a real person's life. I stopped chasing dramatic transformations and started focusing on small, consistent changes that I could maintain long-term.
Since then, I've been fortunate to:
- Transform my own health and maintain a 40-pound weight loss for 3+ years
- Help 60+ clients achieve lasting results without extreme diets or excessive exercise
- Develop simple nutrition and fitness systems that work for busy lifestyles
- Create sustainable habits that clients can maintain even during stressful periods
- Build proven frameworks for overcoming self-sabotage and staying consistent
And today, I'm passionate about helping other health-conscious individuals finally break the cycle of starting and stopping, create lasting changes that actually stick, and build the energy and confidence that comes from taking care of their bodies properly.
Your responses will help me tremendously to prepare two important projects:
1. A comprehensive sustainable health program I'll be launching later this year for people ready to create lasting transformation without extreme measures
2. My upcoming guide on building healthy habits that stick, which I'm excited to share with people who are tired of the yo-yo cycle!
As a thank you for your time and honest insights, I'll be providing early access to my "Sustainable Health Quick-Start Guide" plus exclusive bonus materials worth $127, my way of showing appreciation for helping me create something that will help more people achieve lasting health transformation.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Health & Lifestyle Profile (Select ALL that apply)
"Which of the following best describes your current situation? (Tick ALL that apply)"
- I am a working professional with a busy schedule
- I am a parent juggling family and personal health goals
- I have tried multiple diets or fitness programs in the past
- I struggle to maintain consistency with healthy habits
- I have 30+ minutes available for exercise most days
- I have less than 30 minutes available for exercise most days
- I generally eat out or order takeout 3+ times per week
- I am motivated to make lasting health changes
- I have specific weight loss or fitness goals
- I value sustainable approaches over quick fixes
- I'm ready to invest in my health and well-being
Strategic Reasoning: This question identifies lifestyle constraints (busy schedule, parent responsibilities), past experience with health programs, time availability for exercise, eating patterns, motivation level, and investment readiness - all crucial for tailoring health coaching approaches.

SECTION 2: HEALTH GOALS & TRANSFORMATION VISION
Question 5: Health & Wellness Goals
"In the next 6-12 months, what would represent the most meaningful health transformation for you? (Choose up to 3 most important)"
- Lose 15-30+ pounds and keep it off long-term
- Build sustainable energy that lasts throughout the day
- Develop consistent exercise habits that I actually enjoy
- Create healthy eating patterns without feeling deprived
- Improve my sleep quality and wake up feeling rested
- Reduce stress and build better work-life balance
- Build strength and feel confident in my body
- Establish routines that work with my busy lifestyle
- Overcome emotional eating and food relationship issues
- Improve my overall health markers (blood pressure, cholesterol, etc.)
- Have more energy to keep up with my family and responsibilities
- Feel comfortable and confident in my own skin again
Question 6: Personal Motivation & Life Impact (Open-ended)
"Why is achieving better health important to you right now? What would having more energy, confidence, and vitality mean for your daily life and relationships? (e.g., keeping up with kids, feeling confident at work, having energy for hobbies, etc.) Please be as specific as possible!"
Strategic Reasoning: Question 5 identifies specific health goals while validating different coaching program focuses, while Question 6 uncovers deeper emotional motivations and life impact desires for powerful follow-up conversations.

SECTION 3: CURRENT CHALLENGES & OBSTACLES
Question 7: Health Goal Confidence
"On a scale of 1-10, what's your level of confidence that you could achieve your health goals all by yourself with your current knowledge and approach?"
`NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence`
Question 8: Biggest Health & Wellness Challenges
"What are the top 3 BIGGEST challenges or obstacles you're facing right now that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3)"
- Lack of time to prepare healthy meals or exercise regularly
- Inconsistency and difficulty sticking to healthy habits long-term
- Emotional eating or stress eating when life gets overwhelming
- Confusion about what diet or exercise approach actually works
- All-or-nothing mindset that leads to giving up after small setbacks
- Lack of energy and motivation to maintain healthy routines
- Social situations and family dynamics that sabotage healthy choices
- Past failures that make me doubt I can actually succeed this time
- Busy schedule that makes meal planning and prep feel impossible
- Food cravings and portion control issues
- Lack of accountability and support in my health journey
- Perfectionism that prevents me from taking imperfect action
- Not knowing how to balance health goals with real life demands
- Difficulty finding exercises or activities that I actually enjoy
Strategic Reasoning: These challenges directly align with health coaching solutions: time management (busy lifestyle strategies), consistency (habit formation), emotional eating (mindset work), confusion (clear guidance), and motivation (accountability systems).

SECTION 4: LEARNING PRIORITIES & SUPPORT NEEDS
Question 9: Most Valuable Health & Wellness Topics
"What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3)"
- How to Create Sustainable Eating Habits That Don't Feel Like Dieting
- How to Build Consistent Exercise Routines That Fit Your Busy Schedule
- How to Overcome Emotional Eating and Food Relationship Issues
- How to Stay Consistent with Healthy Habits Even When Life Gets Crazy
- How to Meal Plan and Prep Efficiently for Busy Lifestyles
- How to Build Energy and Avoid the Afternoon Energy Crash
- How to Navigate Social Situations and Family Meals Without Derailing Progress
- How to Break the All-or-Nothing Cycle and Embrace Progress Over Perfection
- How to Find Physical Activities You Actually Enjoy and Look Forward To
- How to Create Work-Life Balance and Manage Stress for Better Health
- How to Build Lasting Motivation and Accountability for Your Health Goals
- How to Transform Your Relationship with Food and Your Body
Strategic Reasoning: Each topic connects to core health coaching methodologies while addressing real-world challenges. Topics validate demand for specific expertise areas and help prioritize coaching conversations based on their primary health concerns.

SECTION 5: HEALTH COACHING & WORKSHOP INTEREST
Question 10: Health Strategy Call & Workshop Interest
Option A: Personal Health Strategy Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the sustainable health program & guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from maintaining 40-pound weight loss for 3+ years & helping 60+ clients achieve lasting results), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to sustainable health transformation.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
Investment trainer
Investment trainer
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
For most of my early investing years, I was that person who bought stocks based on hot tips from YouTube videos and Reddit forums, tried to time the market with my emotions, and watched my portfolio swing wildly with every news headline. I'd make money one week, lose it all the next, and constantly felt like I was gambling rather than investing strategically.
I was overwhelmed by conflicting advice, some people saying "buy and hold forever," others promising quick riches with day trading, and everyone claiming their strategy was "guaranteed." Meanwhile, I was making impulsive decisions, chasing momentum stocks, and learning expensive lessons about options trading the hard way.
The turning point came when I realized that successful investing isn't about finding the next Tesla or hitting home runs every time, it's about having a disciplined strategy, managing risk properly, and staying consistent even when the market gets volatile.
Since then, I've been fortunate to:
- Develop a systematic approach that generated 28% returns over the past 2 years
- Help 45+ individuals create disciplined investment strategies suited to their goals
- Master options strategies that generate consistent income while limiting downside risk
- Build portfolios that weather market volatility without panic selling
- Create proven frameworks for position sizing, risk management, and trade selection
And today, I'm passionate about helping other investors move beyond emotional decision-making, develop systematic approaches to the market, and build wealth through disciplined investing strategies that actually work in both bull and bear markets.
Your responses will help me tremendously to prepare two important projects:
1. A comprehensive investment strategy program I'll be launching later this year for investors ready to develop systematic, disciplined approaches to the market
2. My upcoming guide on building wealth through strategic options and stock investing, which I'm excited to share with serious investors!
As a thank you for your time and honest insights, I'll be providing early access to my "Smart Investor Blueprint" plus exclusive bonus materials worth $197, my way of showing appreciation for helping me create something that will help more people build lasting wealth.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Investment Experience & Profile (Select ALL that apply)
"Which of the following best describes your current situation? (Tick ALL that apply)"
- I'm relatively new to investing (less than 2 years of experience)
- I have some investing experience but inconsistent results
- I currently invest in individual stocks and ETFs
- I have traded options before (calls, puts, spreads)
- I have a portfolio worth $10K-$50K
- I have a portfolio worth $50K-$250K
- I have a portfolio worth $250K+
- I make investment decisions based on research and analysis
- I sometimes make emotional or impulsive investment decisions
- I'm interested in generating consistent income from my investments
- I'm ready to invest time and money in learning proven strategies
Strategic Reasoning: This question identifies experience level, current investment activities, portfolio size for qualification, decision-making approach, income generation interest, and commitment to learning - all crucial for investment coaching positioning.

SECTION 2: INVESTMENT GOALS & FINANCIAL VISION
Question 5: Investment Objectives & Timeline
"What are your primary investment goals over the next 2-3 years? (Choose up to 3 most important)"
- Build long-term wealth for retirement and financial independence
- Generate consistent monthly income from my investment portfolio
- Learn to trade options systematically and profitably
- Grow my portfolio by 15-25% annually with managed risk
- Develop skills to invest confidently during market volatility
- Create passive income streams that don't require daily monitoring
- Build a diversified portfolio that can weather economic downturns
- Learn advanced strategies beyond basic buy-and-hold investing
- Achieve financial freedom within 10-15 years through smart investing
- Master risk management to protect and grow my capital
- Supplement my regular income with investment returns
- Build generational wealth for my family's future
Question 6: Financial Motivation & Life Impact (Open-ended)
"Why is investment success important to you right now? What would achieving your financial goals mean for your life and future? (e.g., early retirement, financial security, family legacy, career flexibility, etc.) Please be as specific as possible!"
Strategic Reasoning: Question 5 identifies specific investment objectives and validates different coaching program focuses, while Question 6 uncovers deeper financial motivations and life impact goals for powerful follow-up conversations.

SECTION 3: CURRENT CHALLENGES & OBSTACLES
Question 7: Investment Success Confidence
"On a scale of 1-10, what's your level of confidence that you could achieve your investment goals all by yourself with your current knowledge and approach?"
`NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence`
Question 8: Biggest Investment Challenges
"What are the top 3 BIGGEST challenges or frustrations you're facing with your investing right now that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3)"
- Don't have a clear, systematic strategy for selecting investments
- Struggle with emotional decision-making and market timing
- Lack of knowledge about options trading and advanced strategies
- Inconsistent results and portfolio performance
- Don't know how to properly manage risk and position sizing
- Get overwhelmed by market news and conflicting expert opinions
- Fear of losing money prevents me from taking necessary risks
- Don't understand how to analyze stocks and evaluate opportunities
- Lack of time to research and monitor investments properly
- Don't have a plan for different market conditions (bull/bear markets)
- Struggle with when to buy, hold, or sell positions
- Don't know how to generate consistent income from my portfolio
- Past losses have shaken my confidence in my investment abilities
- Information overload makes it hard to focus on what actually works
Strategic Reasoning: These challenges directly align with investment coaching solutions: systematic strategies (education and frameworks), emotional control (psychology and discipline), options knowledge (advanced training), and risk management (portfolio construction).

SECTION 4: LEARNING PRIORITIES & STRATEGY INTERESTS
Question 9: Most Valuable Investment Topics
"What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3)"
- How to Build a Systematic Stock Selection and Analysis Process
- How to Trade Options Safely and Generate Consistent Income
- How to Manage Risk and Protect Your Portfolio During Market Downturns
- How to Control Emotions and Make Disciplined Investment Decisions
- How to Create Passive Income Streams Through Strategic Investing
- How to Build a Diversified Portfolio That Performs in Any Market
- How to Use Technical Analysis to Time Entries and Exits
- How to Develop a Long-Term Wealth Building Strategy
- How to Navigate Market Volatility Without Panic Selling
- How to Research and Evaluate Investment Opportunities Like a Pro
- How to Use Advanced Options Strategies for Income and Protection
- How to Create a Complete Investment Plan Based on Your Goals
Strategic Reasoning: Each topic connects to core investment coaching methodologies while addressing specific investor pain points. Topics validate demand for different expertise areas and help prioritize coaching conversations based on their learning interests.

SECTION 5: INVESTMENT COACHING & WORKSHOP INTEREST
Question 10: Investment Strategy Call & Workshop Interest
Option A: Personal Investment Strategy Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the investment strategy program & guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from generating 28% returns over 2 years & helping 45+ individuals create disciplined investment strategies), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to investment strategy and performance.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
Executive coach
Executive coach
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
For most of my early leadership years, I was stuck in the trap that catches so many high-achieving professionals, I was technically excellent at my job but struggling with the people side of leadership. I could deliver results, hit targets, and solve complex problems, but I was burning out my team, working insane hours myself, and constantly feeling like I was one crisis away from everything falling apart.
I was micromanaging because I didn't trust others to deliver at my standards, avoiding difficult conversations until they became major issues, and wondering why my direct reports seemed disengaged despite my best efforts. Meanwhile, I was sacrificing my personal life for work, dealing with imposter syndrome despite my success, and feeling isolated in my leadership role.
The breakthrough came when I realized that executive effectiveness isn't about being the smartest person in the room or working the longest hours, it's about developing people, building systems, and creating the conditions where teams can perform at their highest level while you focus on strategic priorities.
Since then, I've been fortunate to:
- Transform my leadership approach and increase team engagement by 60% in 18 months
- Help 35+ senior executives develop more effective leadership styles and improve team performance
- Master the art of strategic thinking while maintaining operational excellence
- Build high-performing teams that deliver results without constant oversight
- Create proven frameworks for executive presence, decision-making, and organizational influence
And today, I'm passionate about helping other senior professionals master the transition from individual contributor to strategic leader, build teams that thrive under their leadership, and achieve sustainable success without sacrificing their personal well-being.
Your responses will help me tremendously to prepare two important projects:
1. A comprehensive executive leadership program I'll be launching later this year for senior professionals ready to elevate their leadership effectiveness
2. My upcoming guide on building high-performing teams and sustainable leadership practices, which I'm excited to share with fellow executives!
As a thank you for your time and professional insights, I'll be providing early access to my "Strategic Leadership Toolkit" plus exclusive bonus materials worth $247, my way of showing appreciation for helping me create something that will support more leaders in their growth.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Executive & Leadership Profile (Select ALL that apply)
"Which of the following best describes your current situation? (Tick ALL that apply)"
- I am in a senior leadership role (Director, VP, C-Suite)
- I manage a team of 5-15 people
- I manage a team of 15+ people
- I have been in leadership roles for less than 3 years
- I have been in leadership roles for 3-10 years
- I have been in leadership roles for 10+ years
- I work in a fast-paced, high-pressure environment
- I am responsible for significant budget and P&L decisions
- I struggle with work-life balance and often work long hours
- I want to develop more strategic thinking and executive presence
- I value continuous learning and professional development
Strategic Reasoning: This question identifies leadership level, team size for context, experience level, work environment intensity, decision-making responsibility, work-life balance challenges, development goals, and growth mindset - all crucial for executive coaching positioning.

SECTION 2: LEADERSHIP GOALS & EXECUTIVE VISION
Question 5: Leadership Development Priorities
"In the next 12-18 months, what would represent the most meaningful advancement in your leadership effectiveness? (Choose up to 3 most important)"
- Develop stronger strategic thinking and long-term vision capabilities
- Build and lead high-performing teams that deliver consistent results
- Improve my executive presence and influence within the organization
- Master difficult conversations and conflict resolution skills
- Create better work-life integration while maintaining high performance
- Develop succession planning and talent development capabilities
- Enhance decision-making skills under pressure and uncertainty
- Build stronger relationships with peers, board members, and stakeholders
- Improve delegation and avoid micromanaging my team
- Lead organizational change and transformation initiatives effectively
- Develop better emotional intelligence and people leadership skills
- Advance to the next level of executive responsibility (promotion/new role)
Question 6: Leadership Motivation & Career Impact (Open-ended)
"Why is advancing your leadership effectiveness important to you right now? What would being a more impactful leader mean for your career, your team, and your organization? (e.g., promotion readiness, team performance, organizational results, personal fulfillment, etc.) Please be as specific as possible!"
Strategic Reasoning: Question 5 identifies specific leadership development goals and validates different coaching program focuses, while Question 6 uncovers deeper career motivations and organizational impact desires for powerful follow-up conversations.

SECTION 3: CURRENT CHALLENGES & LEADERSHIP OBSTACLES
Question 7: Leadership Effectiveness Confidence
"On a scale of 1-10, what's your level of confidence that you could achieve your leadership goals and overcome your biggest challenges with your current skills and approach?"
`NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence`
Question 8: Biggest Leadership Challenges
"What are the top 3 BIGGEST leadership challenges or frustrations you're facing right now that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3)"
- Difficulty delegating effectively and trusting others to deliver at my standards
- Lack of time for strategic thinking due to constant operational demands
- Struggling to have difficult conversations and address performance issues
- Team engagement and motivation challenges despite my best efforts
- Feeling overwhelmed by competing priorities and lack of focus
- Imposter syndrome and self-doubt despite outward success
- Poor work-life balance leading to burnout and stress
- Difficulty influencing up and managing relationships with senior stakeholders
- Challenges leading through change and uncertainty
- Micromanaging tendencies that limit team growth and my own effectiveness
- Lack of clear succession planning and talent development processes
- Communication breakdowns across departments or with cross-functional teams
- Decision paralysis when facing complex or high-stakes choices
- Feeling isolated in my leadership role without peer support or guidance
Strategic Reasoning: These challenges directly align with executive coaching solutions: delegation (trust and systems), strategic focus (prioritization), difficult conversations (communication skills), team engagement (people leadership), and work-life balance (sustainable performance).

SECTION 4: LEARNING PRIORITIES & EXECUTIVE DEVELOPMENT
Question 9: Most Valuable Leadership Development Topics
"What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3)"
- How to Develop Strategic Thinking and Long-Term Vision Capabilities
- How to Build and Lead High-Performing Teams That Deliver Consistent Results
- How to Delegate Effectively and Develop Others Without Micromanaging
- How to Enhance Executive Presence and Influence Within Your Organization
- How to Master Difficult Conversations and Handle Conflict Professionally
- How to Create Sustainable Work-Life Integration as a Senior Leader
- How to Lead Through Change and Navigate Organizational Transformation
- How to Make Better Decisions Under Pressure and Uncertainty
- How to Build Stronger Stakeholder Relationships and Manage Up Effectively
- How to Develop Emotional Intelligence and Advanced People Leadership Skills
- How to Create Systems and Processes That Scale Your Leadership Impact
- How to Prepare for and Transition to Higher Levels of Executive Responsibility
Strategic Reasoning: Each topic connects to core executive coaching methodologies while addressing specific senior leadership challenges. Topics validate demand for different expertise areas and help prioritize coaching conversations based on their leadership development priorities.

SECTION 5: EXECUTIVE COACHING & WORKSHOP INTEREST
Question 10: Leadership Development Call & Workshop Interest
Option A: Personal Leadership Strategy Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the executive leadership program & guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from increasing team engagement by 60% & helping 35+ executives develop more effective leadership styles), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to executive leadership and team performance improvement.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
AI automation agency
AI automation agency
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
Over the past year, I've been working with various businesses and noticed a fascinating opportunity: most companies are still doing manually what could easily be automated with AI tools and smart workflows. I've seen teams spending hours on data entry, customer service reps handling the same questions repeatedly, and marketing departments creating content one piece at a time when AI could handle 80% of the heavy lifting.
What struck me most was how many business owners knew they should be leveraging AI and automation but felt completely overwhelmed by where to start. They'd hear about ChatGPT or see AI success stories but had no idea how to actually implement these tools in their specific business without breaking existing processes or requiring their team to become tech experts overnight.
The breakthrough for me came when I realized that effective AI implementation isn't about replacing humans entirely, it's about identifying the repetitive, time-consuming tasks that drain your team's energy and automating those so your people can focus on what they do best.
Since then, I've been fortunate to:
- Implement AI automation systems that saved companies 15-25 hours per week
- Help 20+ businesses streamline their operations and reduce manual workload by 60%
- Create custom AI workflows for customer service, content creation, and data processing
- Build automated systems that improved response times and customer satisfaction
- Develop proven frameworks for AI integration that work without disrupting existing operations
And today, I'm focused on helping established businesses harness the power of AI and automation to eliminate inefficiencies, reduce manual work, and free up their teams to focus on growth and customer relationships instead of repetitive tasks.
Your responses will help me tremendously to prepare two important projects:
1. A comprehensive AI automation audit service I'll be offering to help businesses identify their best automation opportunities
2. My upcoming resource guide on practical AI implementation for real businesses, which I'm excited to share with forward-thinking business owners!
As a thank you for your time and insights, I'll be providing a complimentary "AI Automation Opportunities Assessment" plus exclusive implementation templates, my way of showing appreciation for helping me understand what businesses need most in their automation journey.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (for research follow-up if needed)
Question 4: Business Profile & Operations (Select ALL that apply)
"Which of the following best describes your business situation? (Tick ALL that apply)"
- We are a service-based business with 5-50 employees
- We are an e-commerce business processing multiple orders daily
- We handle significant amounts of customer inquiries and support requests
- We create content regularly (marketing, social media, emails)
- We process data, reports, or administrative tasks manually
- We have repetitive tasks that take up significant team time
- We have an annual revenue of $500K-$5M
- We are open to implementing new technology to improve efficiency
- We currently use basic automation tools (Zapier, email sequences, etc.)
- We are interested in AI tools but don't know where to start
- We value efficiency and are willing to invest in process improvements
Strategic Reasoning: This question identifies business type, size, current manual processes, revenue level for investment capacity, existing automation experience, AI readiness, and willingness to invest in efficiency improvements.

SECTION 2: AUTOMATION GOALS & EFFICIENCY VISION
Question 5: Business Efficiency Priorities
"In the next 6-12 months, what would be most valuable for improving your business operations? (Choose up to 3 most important)"
- Automate repetitive administrative tasks and data entry
- Streamline customer service and support response times
- Improve content creation and marketing efficiency with AI tools
- Automate lead qualification and follow-up processes
- Reduce manual reporting and data analysis tasks
- Implement AI-powered customer communication and chatbots
- Automate scheduling, booking, and appointment management
- Streamline inventory management and order processing
- Improve team productivity by eliminating time-wasting manual work
- Create automated workflows between different business tools and systems
Question 6: Business Impact & Motivation (Open-ended)
"What would having efficient, automated systems mean for your business? How would it impact your team's productivity and your bottom line? (e.g., more time for strategy, better customer service, cost savings, etc.) Please be specific!"
Strategic Reasoning: Question 5 identifies specific automation needs and validates demand for AI agency services, while Question 6 uncovers business impact and ROI expectations for service positioning and pricing conversations.

SECTION 3: CURRENT CHALLENGES & INEFFICIENCIES
Question 7: Process Efficiency Confidence
"On a scale of 1-10, how confident are you that your current business processes are as efficient and automated as they could be?"
`Very inefficient  1  2  3  4  5  6  7  8  9  10  Highly efficient`
Question 8: Biggest Operational Challenges
"What are the top 3 BIGGEST inefficiencies or manual processes in your business right now? (Please choose up to 3)"
- Too much time spent on data entry and administrative tasks
- Slow response times to customer inquiries and support requests
- Manual content creation taking up too much marketing team time
- Repetitive email responses and customer communication
- Time-consuming report generation and data analysis
- Manual lead qualification and follow-up processes
- Inefficient scheduling and appointment booking systems
- Too much time spent on social media management and posting
- Manual inventory tracking and order processing
- Disconnected tools requiring duplicate data entry
- Time-consuming proposal creation and document generation
- Manual invoice processing and financial administration
Strategic Reasoning: These challenges directly align with AI automation agency services: data entry automation, customer service bots, content generation AI, lead qualification systems, and workflow integrations.

SECTION 4: AUTOMATION NEEDS & SERVICE PRIORITIES
Question 9: Most Valuable Automation Solutions
"What type of AI automation would be most valuable for your business right now? (Please choose up to 3)"
- Customer Service Automation and AI Chatbots
- Content Creation and Marketing Automation with AI Tools
- Data Entry and Administrative Task Automation
- Lead Generation and Qualification Automation
- Email and Communication Automation Systems
- Report Generation and Data Analysis Automation
- Social Media Management and Posting Automation
- Appointment Scheduling and Booking Automation
- Inventory Management and Order Processing Automation
- Document Creation and Proposal Generation Automation
- CRM and Tool Integration Automation
- Custom AI Workflows for Specific Business Processes
Strategic Reasoning: Each option represents a specific service offering for AI automation agencies, helping identify which services are in highest demand and allowing for targeted follow-up conversations about implementation.

SECTION 5: PROJECT INTEREST & NEXT STEPS
Question 10: Automation Consultation & Workshop Interest
Option A: Personal Automation Strategy Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct guidance from me, it will allow me to collect further data & research for the AI automation audit service & resource guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from saving companies 15-25 hours per week & helping 20+ businesses reduce manual workload by 60%), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Both options follow the exact structure provided. Option A positions the call as value-first consultation with research benefit, while Option B offers workshop format with specific credibility markers relevant to AI automation and efficiency improvements.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: Shows you value their input beyond data collection, often reveals additional pain points or opportunities for personalized follow-up, creates personal connection, and sometimes generates testimonial-worthy responses about your approach.
Real estate agent in Singapore
Real estate agent in Singapore
Complete Survey Opening:
Hi there!
Firstly, thank you in advance for agreeing to complete this quick survey!
When I first started helping people with property, I kept meeting people who were thinking about a move: upgrading from their HDB flat, buying a first home, selling, or adding a second property. But many of them felt stuck and did not know where to start.
They were not lazy and they were not short of information. They had the opposite problem. Between the loan rules, the CPF questions, the cooling measures, the timing of selling and buying, and so many different opinions from friends, forums and agents, it was hard to know what to trust. Some put it off because they were scared of making an expensive mistake. Others felt pushed into a decision and wished they had slowed down.
The turning point for me came when I stopped trying to convince anyone to buy or sell, and started doing something simpler: laying out the real numbers and the real options in plain words, so people could decide on their own timeline. When people felt informed and not pushed, the conversations became much easier.
Since then, I've been fortunate to:
- Help [number] families buy, sell or upgrade their homes in Singapore
- Walk [number] HDB owners through their upgrade plan, one step at a time
- [Add a true result about first-time buyers or sellers]
- [Add one more true result of your own]
And today, I'm passionate about helping Singapore homeowners and first-time buyers make their next property move with a clear plan, the right numbers and no pressure, so they can feel good about the decision.
Your responses will help me tremendously to prepare two important projects:
1. A free property workshop for homeowners and buyers in Singapore, which I'll be hosting later this year
2. My upcoming guide on making your next property move with confidence, which I'm excited to share with people who want straight answers
As a thank you for your time and honest insights, I'll be sending you early access to my "Singapore Property Move Checklist" plus a short video walking through how to use it, my way of showing appreciation for helping me create something that will help more families make confident property decisions.
Thanks so much again. It really means a lot.
- [Your Name]

SECTION 1: BASIC PROFILE & CONTACT DETAILS
Question 1: Name (Required)
Your full name
Question 2: Email Address (Required)
Your best email address
Question 3: Contact Number (Required)
Your phone number (I will only use it to follow up on this survey)
Question 4: Property Situation (Select ALL that apply)
"Which of the following best describes your current situation? (Tick ALL that apply)"
- I own an HDB flat
- I own a private property (condo or landed)
- I am planning to buy my first home (I am renting or staying with family now)
- I am waiting for my BTO, or I have not reached my minimum occupation period yet
- I am thinking about upgrading from HDB to private property
- I am thinking about selling my home in the next 1 to 2 years
- I am thinking about buying a home in the next 1 to 2 years
- I own more than one property
- I am thinking about buying an investment property
- I have worked with a property agent before
- I am not sure yet if now is the right time for me to make a move
- I want to understand my options before I speak to any agent
Strategic Reasoning: This question shows who is a homeowner, a first-time buyer or an investor, how soon they might move, and how they feel about working with an agent, so you can group your follow-ups by situation.

SECTION 2: PROPERTY GOALS & VISION
Question 5: Property Goals & Timeline
"What are your main property goals over the next few years? (Choose up to 3 most important)"
- Upgrade to a bigger home or a better location for my family
- Buy my first home with a plan I am comfortable with
- Sell my current home at a good price without rushing
- Sell my current home and buy my next one without stress or a gap in between
- Buy a second property as an investment and grow from there
- Downsize and free up cash for retirement
- Move closer to my parents, my children's school or my workplace
- Use my CPF and cash wisely and keep my monthly repayments comfortable
- Own a home that holds its value over the long term
Question 6: Why This Matters (Open-ended)
"Why is your next property move important to you right now? What would getting it right mean for you and your family? (e.g., more space for the kids, living closer to family, financial security, a better retirement, etc.) Please be as specific as possible!"
Strategic Reasoning: Question 5 shows which goals are most common among the people you know, so you can see which topics to cover first. Question 6 brings out the real reason behind the move, which gives you something personal to talk about on a follow-up call.

SECTION 3: CURRENT CHALLENGES & OBSTACLES
Question 7: Property Confidence
"On a scale of 1-10, how confident are you that you could make your next property move all by yourself with what you know right now?"
`NO confidence  1  2  3  4  5  6  7  8  9  10  TOTAL confidence`
Question 8: Biggest Property Challenges
"What are the top 3 BIGGEST challenges or frustrations you're facing with your next property move that, if you could overcome them, would help you move that confidence score closer to 10/10? (Please choose up to 3)"
- Not sure how much I can afford, or how much I should borrow
- Confused by the loan rules and how my CPF fits in
- Not sure if now is the right time to sell or to buy
- Worried about the timing of selling my home and buying the next one
- Cannot tell a fair price from an overpriced one
- Too many different opinions from friends, forums and agents
- Do not know which areas or projects are worth looking at
- Worried about being pushed into a decision by an agent
- No time to research, view units and compare options
- Unsure about the extra costs and taxes involved (stamp duty, legal fees, renovation)
- Unsure how to start with an investment property
- Worried about my monthly repayments if my income or interest rates change
- Not sure where to start
Strategic Reasoning: These challenges are the questions people actually ask an agent: affordability, loans and CPF, timing, price, trust and not knowing where to start. The ones most people tick tell you what your workshop and guide should answer first.

SECTION 4: LEARNING PRIORITIES & TOPIC INTERESTS
Question 9: Most Valuable Property Topics
"What are the top 3 topics you'd most like help with that you believe would move your confidence score to 10/10? (Please choose up to 3)"
- How to Work Out What You Can Truly Afford Before You Start Looking
- How to Plan Your CPF and Cash So You Do Not Stretch Too Thin
- How to Sell Your Current Home and Buy the Next One Without Stress
- How to Tell If a Price Is Fair, and Check It Yourself
- How to Choose the Right Area or Project for Your Stage of Life
- How to Choose Between a BTO, a Resale Flat and a New Launch
- How the Loan Rules and Cooling Measures Affect Your Plan
- How to Plan an HDB to Private Upgrade Step by Step
- How to Buy Your First Home With Confidence
- How to Think Through Your First Investment Property
- How to Know If Now Is the Right Time for You
- How to Work With an Agent Without Feeling Pressured
- How to Prepare Your Home to Sell for a Good Price
Strategic Reasoning: Each topic is something you could teach in a short workshop or a section of your guide. The topics people pick most show you what to teach first and who is ready for a one-to-one conversation.

SECTION 5: PROPERTY CALL & WORKSHOP INTEREST
Question 10: Personal Property Call & Workshop Interest
Option A: Personal Property Call
"Would you be keen for a quick personal call for me to go through some of your responses above? Not only will you be able to gain more clarity, support & ideas you can apply immediately with direct coaching & feedback from me, it will allow me to collect further data & research for the property workshop & guide as well :)"
- Yes, I'd be interested!
- Curious to find out more details
- Not at all, I believe I can do everything by myself
Option B: Workshop Invitation
"If I conducted a workshop where I could help to cover everything you mentioned above (including my best lessons from helping [number] families buy, sell or upgrade their homes), would you be interested to attend?"
- Yes!
- Curious to find out more details
- Not at all
Strategic Reasoning: Option A keeps the call as a friendly chat that also helps your research, so the invitation feels like a conversation and not a pitch. Option B lets people raise their hand for a workshop without any pressure.

SECTION 6: FINAL COMMENTS & FEEDBACK
Question 11: Final Comments & Feedback
"Any final words, questions or comments you have for me? Any feedback would be GREATLY appreciated! :)"
Strategic Reasoning: This shows you value their input beyond data collection. It often brings out a worry you did not think to ask about, and it can give you kind words you can ask permission to use as a testimonial later.

Do this by hand

Put it into Google Forms: 6 steps

The fastest way is my ready-made template: tap the link below, choose Make a copy, and the whole survey is already laid out for you. You only replace the words in the square brackets.

In these 6 steps your survey opening and your questions become a real survey with a link you can send.

Google Forms is free. It is easier on a laptop if you have one, and it can be done on a phone.

Google moves its buttons from time to time. If a name below looks different on your screen, look for the closest match.

Make your own copy of my survey template

You need to be signed in to a Google account. Choose "Make a copy" and the copy is yours to change. My template stays as it is.

  1. Tap the link above and choose "Make a copy". Give your copy a title, for example "(Your name)'s (topic) Survey".
  2. Replace the description at the top with your survey opening from Copy & paste 1.
  3. Go through the questions one at a time and replace everything in square brackets with your own words from Copy & paste 3. Delete any choice you do not need, and add more if you have them. If you are not planning a workshop, delete the workshop question. Leave the call question as it is, apart from the words in its square brackets.
  4. Open Settings and look for "Confirmation message". It usually sits under Presentation. This is the note people see after they send their answers. Write one line that says how the gift will reach them. Example wording: "Thank you so much! I will send you (your gift) personally by (date)."
  5. Open the Responses tab and tap the green Sheets button. It usually says "Link to Sheets". Create a new spreadsheet when it asks. Every answer now lands in one Google Sheet. In the same tab, open the three-dot menu and switch on the email notice for new responses, so you know each time someone finishes.
  6. Tap Publish at the top of your form. Older forms say Send. Copy the link it gives you. The right link opens the form for filling in, not for editing. If Google asks who can respond, choose Anyone with the link. Open it on your phone and fill it in once yourself, then ask one friend to open the same link, so you know other people can get in. It should take 5 to 10 minutes. If it takes you longer than 10 minutes, cut a few choices.
3 tips for step 3

To save typing, copy a whole list of choices from your AI's answer and paste it into the first choice box. Google Forms usually turns each line into its own choice. Check the choices afterwards and tidy up any stray marks. If it did not work, type them in one by one.

The "top 3" questions already ask for 3 at most. If you want the form to enforce it, open the three-dot menu on that question and look for "Response validation". Choose "Select at most" and type 3. If you cannot find it, leave it.

Prefer to start from a blank form? Open Google Forms, start a blank form, and add each question with the same type my template uses.

You are done with Part 1 when

Your form opens on your phone from the link.

You have filled it in once, and your answer shows up in the Google Sheet.

Every choice reads fine on a small screen. If one is too wordy, shorten it.

I also suggest asking a couple of friends to try it and give you feedback.

Part 2 · Days 3 to 7

Part 2: Send your survey out

Your survey is ready, so now it needs people.

How you ask depends on who you are asking.

Messages you send one by one to people who know you: ask them to help with your survey, the way my invite message does. This works really well.

Posts, emails and people who do not know you yet: lead with your free gift and what it will do for them. You do not even need to say it is a survey. The survey is just the quick form they fill in to get the gift.

Most people will not complete a survey just because they saw a post about it, so start with messages you send one by one, and treat a post as an extra.

I prefer WhatsApp, and Instagram or Messenger work too.

Message people you have already spoken to first. This works best with people you have already interacted with.

Sending a "help me with my survey" message to people you do not even know is one of the reasons a survey launch does not work.

You can reach people who do not know you, even with ads, as long as you lead with your gift. There is a short section on it in the optional part after the announcement post.

In this part you make your list by hand, write your two invite messages (Copy & paste 4) and write your announcement post (Copy & paste 5).

The follow-up messages in between are already written for you.

The nudges are the ones I use, and the referral messages are the ones I give my clients.

Chat getting long or slow? Type: "Summarise my details so I can paste them into a new chat." Then start a new chat and paste the summary first.

Do this by hand

Your list of 50 warm people

This is one list of about 50 first names of people you already know, sorted so you know who to message first.

Warm means people who already know you and would reply to a message from you.

You do not need your AI for this one. Five short questions help the names come back to you.

Messaging the people on this list works on its own, and the other ways of sending are extras.

If most of your people are in WhatsApp groups or other group chats, pick the names of the people in those groups you have actually spoken to.

You will message them one by one, not the whole group.

Open the notes app on your phone and write first names under each of these 5 questions.

  1. Which past clients or customers come to mind?
  2. Which colleagues, business partners and friends know your work?
  3. Who have you helped before, even for free?
  4. Who have you chatted with online, or met at courses, events and groups?
  5. Scroll through your recent chats. Who else have you spoken to that you missed?

Then sort the names into 3 groups.

Group 1, message first: questions 1, 2 and 3, plus family and close friends.

Group 2: question 4.

Group 3: question 5.

Fewer than 50 is fine. You can add more later.

Message 10 to 20 people a day, starting with Group 1. You write the invite in the next step.

Put a tick beside each name once you have sent it, so you know who to nudge later.

See an exampleExample
Example: Elaine, a career coach for mid-career professionals. Elaine and every name below are made up. This list is shortened to 20 names. Yours will have about 50. Group 1, message first (8 names) Aisha, Farid, Priya, Siti, Arjun, Nadia, Hafiz, Nora Group 2, message next (7 names) Amir, Ganesh, Kavita, Rashid, Irfan, Serene, Mei Ling Group 3, message last (5 names) Faizal, Pei Shan, Shu Fen, Kai Xin, Li Ting Total: 20 names Message 10 to 20 people a day, starting with Group 1.
Copy & paste 4 of 7

Your 2 invite messages: the ask, then the link

What this is

This writes the two messages you will send the most: the invite, and the short reply that carries your survey link.

It follows my own two-step script, which is inside the box. The first message only asks if they would help, and the link goes out after they say yes.

Your AI asks for a few of your real texts first, so both messages sound like you and not like an advert.

It takes your details from your survey opening (Copy & paste 1), so keep that in your notes in case it asks.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Ask me one question at a time. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.

----------

[PURPOSE]
I need two short WhatsApp messages that invite someone I already know to complete my survey. Message 1 is the invite, and it only asks whether they would help. Message 2 is the short reply that carries my survey link, and I send it only after they say yes. These are the two messages I will send the most in my whole Survey Campaign, to 10 to 20 people a day, so they have to sound like me texting a friend.

[ROLE]
You are a friend of mine who writes well and knows how people really text. You are helping me ask a small favour of people who already know me. Good looks like this: a message a friend would actually reply to. It is short, warm and a little casual, it is in my own words, and it has one clear and easy ask. Bad looks like this: marketing copy, a list of benefits, big promises, a formal greeting, or anything my friend would read as a broadcast sent to everyone. If a line would not sound right coming from my own phone, change it.

STEP 1: FIND MY DETAILS
You need three things about me before you write:
- Who I help.
- My project or reason for the survey, and its topic. For example a book, a program, a workshop or a research project.
- My thank-you gift for people who complete the survey, and whether it is ready now or coming later. If it is coming later, say early access to it.
Look for them the way line 1 at the top says. My survey opening, which is the description at the top of my survey, has all three. If you cannot find them, ask me to paste my survey opening, or ask me for the three things one at a time. Then carry on.

STEP 2: LEARN HOW I TEXT
Ask me these two questions, one at a time, and wait for each answer:
1. "Paste two or three real texts you sent to friends, so I can copy your style. Remove names and private details first. Or type skip."
2. "What date should the survey be done by? If you have no date, type none."
From my texts, notice how I greet people, how long my sentences are, and whether I use things like "haha", ":)" or "!!". Copy those habits. If I type skip, write in plain, friendly, everyday words.
If I have no date, leave the deadline out of Message 2 completely.

STEP 3: STUDY MY COACH'S SCRIPT
This is my coach Marc's own script. Keep its parts and its order. Rewrite the words so they sound like me.

Invitation to Complete your Survey

Hey XXXXX, hope all has been well since we last connected/met!!!

(Optional: add 1-2 lines of a personalized message you’d like to add here: how’s business/your kid, any exciting updates/news you heard about them, etc.)

Anyway, I know is quite random, but I’m sending you this because as I recently decided to (launch a project, write a book, etc) on (insert topic here), I’d love to ask you to complete a quick survey to help me make this as great as possible!

As a token of appreciation, I’ll also be sending you direct/early access to (whatever gift you are giving) as well.

Would this be something you could help me out with? It’ll only take 5-10 minutes!

Thanks so much in advance! :)

If they say yes:

Thank you so much in advance!!

Here’s the link to the quick 5-10 minute survey form, it’d be great if you could help us complete it by (date) so we can tabulate the responses!

(LINK)

Can you access the link? :)

In his script, XXXXX is the person's name and (LINK) is my survey link. In my messages, write them as (their name) and (link).

STEP 4: WRITE MESSAGE 1, THE INVITE
Keep these parts, in this order:
1. A warm hello in my own greeting style, with (their name).
2. This line exactly, on its own line: (personal line: change it for each person, or delete it)
3. Admit that this is a bit random.
4. Why I am writing: my project and its topic.
5. The favour: a quick survey to help me make it as great as possible.
6. My gift, as a thank you.
7. The ask: could they help me out? It takes 5 to 10 minutes.
8. Thanks in advance.
Message 1 never carries the survey link.

STEP 5: WRITE MESSAGE 2, THE LINK
I send this only after they say yes. Thank them. Say here is the link to the quick 5 to 10 minute survey. Ask them to complete it by my date, if I gave one. Show (link) on its own line. End by asking if they can open the link.

RULES
- Use only what I told you and what you found about me. If something is missing, ask me.
- Keep (their name), (link) and the personal line as round brackets for me to fill in. Do not fill them in for me.
- No hype and no selling. No list of benefits.
- Do not invite them to a call or a workshop in these messages. You may name my project, even if my project is a workshop.
- Keep Message 1 about as long as my coach's script, or shorter.
- No asterisks or other symbols. No emojis unless my own texts use them.

FINAL OUTPUT
Give me Message 1 in its own block I can copy, then Message 2 in its own block I can copy. Label them "Message 1: the invite" and "Message 2: after they say yes". Add nothing else. Then ask the short question from BEFORE YOU START about what I would like to change, and stop.
What you do with the answer

Save both messages in the notes app on your phone.

Send Message 1 to the first 10 to 20 people on your list, one person at a time, with their name typed in.

In my own script the personal line is optional.

If you keep it, change it for every person, for example ask how their work or family is.

If you have nothing personal to say to someone, delete it.

Send Message 2 only after someone says yes, with your survey link pasted in where it says (link).

See my real oneMine
Mine: this is my own script, typed the way I text. Yours should sound like you. Invitation to Complete your Survey Hey (their name), hope all has been well since we last connected/met!!! (Optional: add 1-2 lines of a personalized message you’d like to add here: how’s business/your kid, any exciting updates/news you heard about them, etc.) Anyway, I know is quite random, but I’m sending you this because as I recently decided to (launch a project, write a book, etc) on (insert topic here), I’d love to ask you to complete a quick survey to help me make this as great as possible! As a token of appreciation, I’ll also be sending you direct/early access to (whatever gift you are giving) as well. Would this be something you could help me out with? It’ll only take 5-10 minutes! Thanks so much in advance! :) If they say yes: Thank you so much in advance!! Here’s the link to the quick 5-10 minute survey form, it’d be great if you could help us complete it by (date) so we can tabulate the responses! (link) Can you access the link? :)

When people go quiet, it is normal

Some people will blue-tick you, reply late or not reply at all.

It's completely normal and nothing to freak out about.

People are busy, overwhelmed and distracted.

It does not mean they are saying no, so do not take it personally, and send the next nudge below.

These are my own messages in the way I text. Change the words so they sound like you, especially for people you would not say 'haha' to.

No reply to your invite: 3 nudges

These are the three follow-up messages I use for people who have not answered the invite.

Send one every 24 hours, and stop as soon as they reply.

After the third one, leave it there and move on to the next name on your list.

Fill in the brackets, then send

Message 1
Hi (their name), just checking if you received my previous message? :)
Message 2
Hi (their name), just checking in again to see if you saw my previous message! Haha no problem if you aren’t interested too.
Message 3
Hi (their name), just sending you this for the last time because I hope not to be spamming you yes! Let me know if you’ll still be keen to hop on the (survey)? :)

Said yes, survey not done: 3 nudges

These are the three reminders I use for people who said yes to the invite but have not completed the survey yet.

Send one every 24 hours, and stop as soon as they finish.

Put the same date in the brackets that you gave them with the link. If you did not give one, choose a date now.

Fill in the brackets, then send

Message 1
Hi (their name), just checking if you have completed the survey already? :)
Message 2
Hi (their name), just wanted to drop a quick reminder to complete the survey by (date) as we’ll be tabulating the responses soon! Thank you so much in advance again for doing this :)
Message 3
Hi (their name), just wanted to send a final reminder to complete the survey by (date) as we’ll be tabulating the responses soon! If you aren’t interested or not planning to do this, that’s totally alright too yes :)

Need more people? Ask for referrals: 3 messages

If you have messaged your list and still want more responses, ask the people who have already helped you.

The time to ask is after someone has completed your survey and received your gift.

If they say yes, ask whether they have three to five people in mind who would benefit.

They can give you the contact so you reach out directly, or they can start a WhatsApp group with you and their friend in it.

These are the messages I give my clients for this: your referral request, an introduction they can forward, and your first message to the person they introduce.

Fill in the brackets, then send

Your referral request
Hey (their name),

Thanks so much for completing my survey! Your insights were really valuable.

I'm hoping to get a few more responses from (the kind of person you help: be specific).

Do you know anyone in your network who might be interested in (your topic, or the result they want) and would be willing to help out?

No pressure at all, just thought I'd ask since you understand what this is about.

Thanks either way!
The introduction they can forward
Hi (their friend's name),

I wanted to introduce you to (your name). They're working on (your project) and are gathering insights from (the kind of person you help).

I just completed their survey and it really made me think about (your topic). I thought you might find it valuable too.

(Your name), meet (their friend's name), they're (one line on why they are a good fit).

I'll let you two take it from here!
Your first message to the person introduced
Hi (their name),

Thanks to (your friend's name) for the introduction!

I'm working on (your project) and (your friend's name) thought you might be interested in contributing your perspective.

It's a quick 5-10 minute survey, and I'll send you (your gift) as a thank you for your time.

Would you be interested in taking a look?

No worries if not, (your friend's name) just thought it might be valuable for you.

Thanks!

Before you send

These are written in plain words. Change the words so they sound like you.

Fill in every bracket that is about you: your name, your project, your topic, the kind of person you help and your gift.

Send the introduction to the person who said yes, so they can forward it. Leave the brackets about their friend for them to fill in, and tell them to change any words that are not true for them.

If your gift is not made yet, write "early access to" in front of it.

When the person they introduce says yes, send them your link message from Copy & paste 4.

Copy & paste 5 of 7

Your announcement post: lead with your free gift

What this is

This writes one post that announces your free giveaway: your thank-you gift, what it will do for people, and how to get it.

In a post, lead with the gift and its benefits. You do not even need to call it a survey. The survey is just the quick form people fill in to get the gift.

It follows the four parts I teach: a strong first line, your story, your gift and its benefits, and a two-step ask.

My own fill-in-the-blank template is inside the box, and your AI fills it in with you.

It will ask you about ten short questions, one at a time, mostly about your story. If you have nothing true to say for one, type skip.

The two-step ask means people comment one word and you send them the link privately.

Putting the link straight in the post does not work very well unless you already have a large audience.

If you do not post on social media, skip this step. Your invite messages do most of the work.

If you do post, keep sending your invite messages as well.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Ask me one question at a time. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.

----------

[PURPOSE]
I need one announcement post for my free giveaway. It tells the people who follow me about my thank-you gift, what it will help them do, and how to get it. It follows my coach Marc's fill-in-the-blank template, filled in only with things I have told you. The post leads with the gift and its benefits. It does not need to call it a survey, because the survey is just the quick form people fill in to get the gift. People do not get the link in the post. They comment one word, and I send them the link privately. I also need three short P.S. lines to add to my normal posts in the days before, so people are curious about my news.

[ROLE]
You are a patient writing partner who helps me tell my own news in my own voice. Good looks like this: exciting news from a trusted friend, with a strong first line, a true story told plainly, a gift that is clearly useful, its benefits in short lines and one easy next step. Bad looks like this: a sales pitch from a stranger, hype words, borrowed drama, a post that asks for a favour before the gift is clear, or a story with reasons, feelings and results I never gave you. When you are not sure whether something is true about me, you ask me. You never guess.

STEP 1: ASK WHERE I WILL SHARE IT
Ask me: "Where will you share this: Facebook, Instagram, LinkedIn or a WhatsApp group? If you do not post anywhere, say so."
If I do not post anywhere, tell me kindly that this step is optional and that my invite messages matter most. Then stop.
Then ask me: "Which day do you plan to post it? If it is today, say today."

STEP 2: LEARN HOW I WRITE
Ask me: "Paste one or two past posts so I can copy your style, or type none."
If I type none, match the texts I sent earlier in this chat if you can see them. If you cannot, use plain, friendly words.

STEP 3: FIND MY DETAILS
You need who I help, my project or reason for the survey, my thank-you gift and my story. Look for them the way line 1 at the top says. My survey opening, which is the description at the top of my survey, has them. If you cannot find them, ask me to paste my survey opening, or ask me for them one at a time.
Check whether my gift is ready now or coming later. If it is coming later, the post must say people get early access once it is out, never that they get it straight away.
Then ask me: "What will your gift help people do, fix or avoid? Give me three to five things, in your own words."

STEP 4: FILL IN MY COACH'S TEMPLATE WITH ME
This is my coach Marc's fill-in-the-blank template. Follow its order.

It's Official - [YOUR BIG ANNOUNCEMENT]!

It's crazy that I'm feeling [EMOTION: nervous/excited/etc.] for [WHAT YOU'RE LAUNCHING]. Especially when I've already [YOUR RELEVANT EXPERIENCE: e.g. "helped X clients", "generated $Y in revenue", etc.].

The reason is because [WHY THIS LAUNCH IS DIFFERENT/SPECIAL].

As some of you know, [YOUR BACKGROUND STORY - what led to this moment].

[SHARE YOUR JOURNEY - what challenges did you face? How did you overcome them?]

Thankfully, [SHARE THE TURNING POINT - what changed? Who helped you?]

At the same time, [SHARE WHAT YOU LEARNED - how did this experience transform you?]

And the main reason that kept me going was [YOUR DEEPER PURPOSE - why are you really doing this?]

Not just [CURRENT REALITY], but [DESIRED TRANSFORMATION].

And so, instead of [EASY OPTION], I've decided to [BOLD DECISION] to help more people [ACHIEVE WHAT RESULT].

So here it is, I'm excited to announce [YOUR OFFER/PROGRAM]. This [DURATION/FORMAT] will provide you with [MAIN BENEFIT].

During the [program/workshop/etc.], I will reveal:

1. [KEY COMPONENT 1]
2. [KEY COMPONENT 2]
3. [KEY COMPONENT 3]

Just as how [SHARE A QUICK TRANSFORMATION STORY], I hope this will help you [ACHIEVE DESIRED OUTCOME].

P.S: [SIMPLE CALL TO ACTION - e.g. "Comment #yes below for access"]

Go through the blanks with me. For each blank you cannot fill from what I already told you, ask me in simple words, one question at a time. Tell me I can type skip.
- Never fill a blank with something I did not say.
- If I type skip, or I have nothing true for a blank, leave that whole line out. Do not write around it.
- If I have no results or experience to mention, leave the results lines out.
- The template was written for launching an offer, and mine is a giveaway post. Use the "So here it is, I'm excited to announce" sentence for my gift. Replace "During the [program/workshop/etc.], I will reveal:" with "Inside (my gift), you will get:", and use that list for my gift's benefits, one line for each benefit I gave you. Do not ask me about the sentence that starts "This [DURATION/FORMAT]" or the "Just as how" line. Use them only if I already gave you true details for them. Otherwise leave them out.
- Leave out the template's P.S. line. Parts 3 and 4 in STEP 5 take its place.

STEP 5: WRITE MY POST
Write it in four parts:
1. A strong first line announcing my free giveaway.
2. My story, from the template lines I filled in, in my own words. Keep it short, so the gift comes early.
3. My gift and its benefits: what it is, three to five short lines on what it helps people do, and that it is free. Say they get it by filling in a quick form that takes 5 to 10 minutes. Do not lead with the word survey, and do not describe it as a favour.
4. The two-step ask: they comment one word and I send them the link privately. Use the word "me" unless I gave you another word. The link is never in the post.
If I am sharing it in a WhatsApp group or another group chat, the ask becomes: message me the word privately and I will send you the link.

RULES
- Use only what I told you and what you found about me. Never make up numbers, results, prices, testimonials, reasons, feelings or endings.
- Never say one thing caused another unless I said so.
- If a "why I care" line would help, ask me for it first.
- Lead with the gift. Never ask for a favour before the gift and its benefits are clear.
- No hype. Write it the way I would tell a friend.
- No asterisks or other symbols. Short lines with space between them.

FINAL OUTPUT
1. My post, in one block I can copy.
2. Under it, three P.S. lines for the end of my normal posts. They hint that news is coming and never say what it is. Label them "3 to 7 days before", "the day before" and "that morning".
For a WhatsApp group or another group chat, or if I am posting today, leave the P.S. lines out.
Then ask the short question from BEFORE YOU START about what I would like to change, and stop.
What you do with the answer

You can send it in your WhatsApp group with me for a look before you post it.

Post it where the people who know you will see it, at one of the times below.

Leave your survey link out of the post.

Your post asks people to comment "me". You can change that to any one word you like.

If you have a few days before you post, add the three P.S. lines to the end of your normal posts, each on the day it is labelled for.

If you are posting today, or you do not post often, skip the P.S. lines.

When someone comments or messages you that word, send them the message in the next box.

See my real oneMine
Mine: my own giveaway post. Your gift list can be much shorter, and that is fine. 📣Announcing my Biggest Giveaway Campaign in 2025 Would you like to join my private list & lifetime access to my best stuff for free? (you just have to like this post & #me below) Before I share everything you'll get, here're the 3 projects I’m focused on right now: ✅ Publishing my book & releasing a free program to help everyone 10X the results from the info & programs they’ve already paid for ✅ Organising the first-ever Master Implementers Summit, where my mentors, coaches & trainers will share their best stuff for free (2026) ✅ Pivoting my business model to support more people: not just in business, but in high performance, money & life too To make sure I do this as well as possible, I’d love your help via a quick survey. As a thank you, once you complete it, this is everything you'll get: 👉 Entry to my private list where I share my vault of exclusive tools, trainings, & resources not available to the public. 👉 My entire Master Implementers’ Blueprint on high performance, psychology & focus (previously my signature program) 👉 My takeaways from Alex Hormozi’s $100M Playbooks, plus private mastermind notes ($6,000+ value) 👉 Self-Identity Process & Template designed by a 7-figure high-performance coach who’s trained under Dr. Richard Bandler (Tony Robbins’ mentor) and worked with Sam Ovens 👉 Private notes from Mel & Bryan’s Market Leaders workshop: a program no longer offered by two 9-figure marketers 👉 The Lifestyle Business Playbook: 24 pages of my entire life’s work on building a profitable, burnout-free business 👉 My best AI-tools, software & templates that my team & I use regularly 👉 Sneak preview of my first book & full course, launching in 2026 👉 A personal audit & clarity roadmap: I’ll break down your situation, identify your core bottlenecks, & design a clear tactical action plan (drawn from 500+ real calls) And if that wasn’t enough: - My top 50 highest-performing posts of all time - Summary notes from Tony Robbins’ $10K Business Mastery - Access to 500+ book notes, insights & highlights - Step-by-step guides on sleep, burnout, high performance - Accelerated learning techniques from a world memory champion - My personal playlists for deep work, grounding & meditation - Interview notes from 6-8 figure leaders (since 2019) - The best mindsets & mental models from Stuart Tan (8-figure entrepreneur) Plus even more: Funnel Hacking Live notes, Nas Daily insights, upcoming Date With Destiny, etc. Again, you get instant free access to the above by completing a quick form (like this post & #me below for the link). And whether you choose to do this or not, thank you again for being part of my journey. I appreciate each of you & promise to continue sharing my best insights, lessons & strategies, which you can use for years to come. Have a beautiful week ahead 🙂 TLDR: If you want access to the best stuff I have accumulated for the past 5 years for my business, health & life, #me & I’ll send you the link.

This is my own post. The gifts, names and numbers in it are mine, so use only your own true ones. A shorter example is in the folds below.

When to post: my 3 best times

These are the three times I have found best for an announcement post.

8 to 10am, when people are starting their day.

12 to 2pm, during the lunch break.

8 to 9pm, which is my favourite.

After you post: 4 things to do
  1. Reply to every comment yourself, within an hour or so if you can.
  2. Send the message in the next box to everyone who comments your word.
  3. Thank everyone who shares your post.
  4. Message a few friends and ask them to have a look at the post.

More on announcement posts

When to use an announcement post

The key to powerful announcements is using them sparingly.

I've found that making major announcements every 3-6 months maintains their impact and effectiveness.

This gives you time to deliver real value between announcements, build genuine relationships with your audience, and create authentic anticipation for what's next.

I've personally seen how transformative they can be. Since implementing this system in my business, a single announcement post has consistently delivered more results than weeks of regular content.

Let me share an example: my 2024 Master Implementers Blueprint announcement generated 6,600+ post reach, 216 comments, and 100+ direct messages, all without paid advertising.

The 3 parts of a strong announcement

Your announcement needs three core elements to be effective.

The box above gives your gift and its benefits a part of their own, which is why it says four.

  1. Strong opening

Before you share your big news, it’s important to pinpoint the milestones that truly matter, those pivotal moments that your audience will notice and care about.

These aren’t your everyday updates; they’re the shifts that redefine your journey.

Major milestones might include:

Personal and business transformations. For example, leaving your corporate job to pursue your passion full-time, launching a brand-new venture, or shifting your business focus, like when I moved Master Implementers to concentrate solely on implementation. These moments signal that something significant is happening.

New offerings and opportunities. Consider announcing the launch of your signature program, opening limited spots for high-ticket coaching, creating a new community or mastermind, or releasing a book or podcast. These developments open fresh revenue streams and set a new tone for your business.

Strategic changes. Think about rebranding, expanding into new markets, forming major partnerships, or implementing substantial price increases. These are not minor tweaks. They signal a fresh direction and promise greater value.

Once you’ve identified a milestone worth sharing, kick off your announcement with a bold, attention-grabbing headline. For example:

“It’s Official - I’m Leaving Corporate to Follow My Passion!”

“Introducing Our New Signature Program!”

“Big News: We’re making a Major Rebranding Decision”

The key is to be direct and create curiosity.

Your headline should instantly signal to your audience that something important is happening, compelling them to learn more.

  1. The story

This is where you share the journey and build connection. Take them through:

Your mission and purpose. Share why you're making this announcement. What drove you to create this? For example, when I launched Master Implementers, I shared how seeing people struggle with implementation pushed me to create a solution.

Credibility and journey. Show why they should listen. Share relevant experiences and results, but keep it humble and focused on how it benefits them.

Problems and solutions. Demonstrate you understand their challenges. When I announce workshops, I always connect them to specific pain points I've helped clients overcome.

  1. The clear ask

Your call-to-action needs to be crystal clear and aligned with what you’re promoting.

Always keep the action simple, make the value obvious, create a sense of urgency when needed, and be clear about the next steps.

Two of my own announcement posts you can look at:

My post, Announcing my Biggest Giveaway Campaign in 2024

My post, QUICK ANNOUNCEMENT

My ask wording for each kind of launch

Below are some of the most effective calls to action I’ve tested, each tailored to different stages of the customer journey.

These are my own examples. The names, numbers and dates inside them are mine, so use your own true ones.

For a workshop launch, you might say:

“To join our workshop this Thursday and learn the exact 6 pillars that will transform your business, simply comment #yes below. I’ll personally send you the registration details so you can get ready to implement!”

For lead magnets, try:

“Get instant access to my High-Performance Blueprint (a $997 value) by sharing this post and commenting #blueprint below. I’ll send it straight to your inbox.”

When running a survey campaign, you can say:

“Complete my 5-minute survey and you’ll receive my complete high-income game plan for 2024, plus access to my private vault of resources (worth $2,997) and early-bird access to my upcoming program. Just comment #survey for the link!”

In a post, you can leave the word survey out completely. Lead with the gift and call it a quick form.

For direct program launches, you might use:

“Doors are now open for the Master Implementers Blueprint. Comment #ready below and I’ll share program details along with special launch bonuses. We kick off next Monday!”

And for registering interest or waitlists:

“Spots are opening soon! To get first access, comment #VIP below to join the priority waitlist and receive special early-bird bonuses.”

The key is matching your call to action to your audience’s stage.

For cold audiences, start with high-value lead magnets.

For warm audiences, be more direct with program offers.

My fill-in-the-blank template
My fill-in-the-blank template
It's Official - [YOUR BIG ANNOUNCEMENT]!

It's crazy that I'm feeling [EMOTION: nervous/excited/etc.] for [WHAT YOU'RE LAUNCHING]. Especially when I've already [YOUR RELEVANT EXPERIENCE: e.g. "helped X clients", "generated $Y in revenue", etc.].

The reason is because [WHY THIS LAUNCH IS DIFFERENT/SPECIAL].

As some of you know, [YOUR BACKGROUND STORY - what led to this moment].

[SHARE YOUR JOURNEY - what challenges did you face? How did you overcome them?]

Thankfully, [SHARE THE TURNING POINT - what changed? Who helped you?]

At the same time, [SHARE WHAT YOU LEARNED - how did this experience transform you?]

And the main reason that kept me going was [YOUR DEEPER PURPOSE - why are you really doing this?]

Not just [CURRENT REALITY], but [DESIRED TRANSFORMATION].

And so, instead of [EASY OPTION], I've decided to [BOLD DECISION] to help more people [ACHIEVE WHAT RESULT].

So here it is, I'm excited to announce [YOUR OFFER/PROGRAM]. This [DURATION/FORMAT] will provide you with [MAIN BENEFIT].

During the [program/workshop/etc.], I will reveal:

1. [KEY COMPONENT 1]
2. [KEY COMPONENT 2]
3. [KEY COMPONENT 3]

Just as how [SHARE A QUICK TRANSFORMATION STORY], I hope this will help you [ACHIEVE DESIRED OUTCOME].

P.S: [SIMPLE CALL TO ACTION - e.g. "Comment #yes below for access"]
Build anticipation before you post

Think of this like creating a movie trailer before your main event.

One of my most powerful strategies is the "Anticipation Builder". It creates buzz before your announcement.

Use the Simple P.S. Method by adding these notes at the end of your regular value-giving posts:

Day 3-7: "P.S. Been working on something exciting that I can't wait to share with you next week..."

Day 2: "P.S. Super excited to be making a major announcement tomorrow! Set your notifications on"

Day 1 (Morning): "P.S. The big announcement is coming in just a few hours..."

Never reveal the actual offer early. You want people curious, not overwhelmed.

In the box above, these three are labelled "3 to 7 days before", "the day before" and "that morning".

My final notes

The power of announcement posts lies in their rarity.

Use them strategically, make them valuable, and always deliver on your promises.

Remember: your announcement should feel like exciting news from a trusted friend, not a sales pitch from a stranger.

When you nail this format, you'll find announcements becoming one of your most reliable tools for generating leads, sales, and partnerships.

The key is starting with value, being authentic in your delivery, and making it easy for people to take the next step with you.

A shorter example: Elaine's giveaway post

Example: Elaine, a career coach for mid-career professionals. Elaine is made up.

Announcing my free giveaway for mid-career professionals.

Thinking about a career change, but not sure where to start?

I felt stuck in the same role for years before I changed direction.

Today I am a career coach, and I have put together something to make that first step easier.

It's called The Career Change Checklist, and it's free.

Inside, you will get:

  • What to sort out before you hand in your resignation letter
  • What to check about your money, your skills and your network first
  • One page to keep beside you while you decide

To get it, you just fill in a quick form. It takes 5 to 10 minutes, and your answers help me make the checklist even more useful.

You will get early access as soon as it is out.

Want it? Comment "me" below and I will send you the link privately.

Her three P.S. lines, for the end of her normal posts:

3 to 7 days before: P.S. I am working on something new. I will share it here next week.

The day before: P.S. I have some news to share tomorrow.

That morning: P.S. My news goes up later today.

They commented on your post: send the link

Send this to anyone who comments your word, or who tells you they are interested after seeing your post.

It is my own message, and you only fill in the brackets.

Send it as soon as you can.

It is quite normal for people not to reply or fill it in the first time. People are busy, and it does not mean no.

If they have not finished after a day, follow up with the 3 nudges under "Said yes, survey not done" above.

Fill in the brackets, then send
Hi! Sending you this because you indicated interest in (your project).

Again, as a gesture of my appreciation, I will be gifting you (your gift)!

Thank you so much once again, and here’s the link to the quick 5-10 minute survey form:

Link: (link)

Let me know if you can access the link :)

P.S. It’d be great if you could help us complete it by (date) so we can tabulate the responses too!

Before you send

Fill in your project, your gift, your survey link and the date you want it done by.

If they commented for your free gift, name the gift where it says (your project), because that is what they asked for.

If your gift is not made yet, write "early access to" in front of it.

Optional: giveaway post, email, cold and ads

You do not need any of these to get your survey filled in.

Messaging warm people is the most important stage.

The other ways are not a priority.

Open this only if you have messaged everyone on your list and still want more responses.

Everything in here leads with your free gift and its benefits, not the survey.

A short giveaway post: 2 steps

This is a short giveaway post you can use on a normal day, or for people who do not know you yet.

It leads with your gift and its benefits. They comment a word and you send the link privately.

Fill in the brackets with your own details before you post it.

Fill in the brackets, then send
Free for (who you help): (your gift)

(One line about the problem the people you help are stuck on.)

I have put together (your gift) to help with exactly that. Inside, you will get:

- (Benefit 1: what it helps them do)
- (Benefit 2: what it helps them fix or avoid)
- (Benefit 3: what they can use straight away)

It's free. You just fill in a quick 5-10 minute form and it's yours.

Comment "(your word)" below and I will send you the link.

Before you send

If your gift is not made yet, write "I am putting together" instead of "I have put together", and "you get early access once it is out" instead of "it's yours".

A giveaway email to your list

If you have an email list, even a small one, this is a short giveaway email you can send.

It leads with your gift and its benefits in short bullet points, so people see what is in it for them first.

It asks people to reply with one word, and you send the link to everyone who replies.

Fill in the brackets, then send
Subject: Free for you: (your gift)

Hi (their name),

I have put together (your gift) for (who you help) who want (the result they want).

It's free, and here is what you will get:

- (Benefit 1: what it helps them do)
- (Benefit 2: what it helps them fix or avoid)
- (Benefit 3: what they can use straight away)
- (Benefit 4, if you have one)

To get it, just fill in a quick form about where you are right now. It takes 5 to 10 minutes, and your answers help me make (your project) as useful as possible.

Reply "me" to this email and I will send you the link.

Thank you, and speak soon!

(your name)

P.S. In short: reply "me" and I will send you the link to get (your gift) for free.

Before you send

Use your own true benefits. Three is plenty, so delete the fourth if you do not have one.

If your gift is not made yet, write "I am putting together" instead of "I have put together", and add "You will get early access once it is out."

Cold audiences and ads: lead with your gift

You can technically run this with people who do not know you yet, including with ads.

There is one rule: lead with your free gift, never with the survey.

Someone who does not know you has no reason to do you a favour. A useful free gift is a reason to stop and look.

  1. Name your gift and who it is for in the first line.
  2. Give 3 to 5 short benefits: what it helps them do, fix or avoid.
  3. Say it is free, and that they get it by filling in a quick form.
  4. Ask them to comment or message you one word, or send them straight to your form.

The short giveaway post above works as your post or your ad.

Your warm people still come first. Message them before you try anyone else.

Part 3 · Days 8 to 14

Part 3: Turn replies into booked calls

You have done most of the work already.

This last part is where the people who filled in your survey become booked calls.

If you invited people to a workshop, read "book a call" as "sign up for the workshop" all the way through.

Here is what I have seen, for every 100 people who complete the survey.

About 50 say yes to a 1:1 call.

About 65 say yes to a workshop, because a workshop feels like less of a commitment.

And about half of the 1:1 calls say yes to my offer.

That is what I have seen and it is not a promise, so your numbers may be higher or lower.

But saying yes and actually booking are two different things.

First, keep your promise.

Everyone who finished your survey gets your gift, or a short note that early access is coming, whatever they answered.

Then do two things for every person who said yes or curious.

Reply within a day if you can.

And mention one thing they wrote in their survey, so they know you really read it.

This matters most when you only have a few people to message.

If you reply later than a day, people can still book, but sooner helps.

In this part you get one copy-and-paste step that sorts your replies and writes each message, my own ready messages, and one helper for the days you feel stuck.

Chat getting long or slow? Type: "Summarise my details so I can paste them into a new chat." Then start a new chat and paste the summary first.

Copy & paste 6 of 7

Sort your survey replies and write each follow-up

What this is

You paste in your survey answers.

Your AI sorts people into 3 groups, so you know who to message first.

Then it writes a short personal message for everyone who said yes or curious, and each message mentions one thing that person really wrote.

These are real people's answers, so use first names only and take out every phone number and email before you paste.

Before you paste

  1. Open your survey answers, in your Google Sheet or in the Responses tab of your Google Form.
  2. For each person, put three things on one line in your notes app: their first name, their answer about their biggest challenge, and their answer to your invitation (Yes, Curious or Not at all). Only do this for the people who said Yes or Curious. The people who said Not at all get your gift and a thank you, and no invitation, so you do not need to type them in.
  3. Copy those lines. That is what you paste when your AI asks for your survey answers. Many replies? Start with five people who said Yes, send those messages, then do the next five.

Leave out every phone number and email. If two people share a first name, add a letter, like Mei L and Mei T.

If your survey asked about both a call and a workshop, use their answer to the one you are inviting them to now.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Ask me one question at a time. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.

----------

[PURPOSE]
People have filled in my survey. I need to follow up with everyone who said Yes or Curious to my invitation, so that they book a call with me or sign up for my workshop. Help me sort my replies into three groups, so I know who to message first. Then write each person one short personal text that I can send today.

[ROLE]
You are a warm, practical helper who is good at short personal follow-up messages. A good message here reads like a short text from someone who clearly read their answers. It says thank you, mentions one thing the person really wrote, and makes booking easy. A bad message reads like a sales message: long, polished, full of hype, or the same for everyone. I am following up with people who took the time to fill in my survey, whether or not they knew me before, so keep it friendly and plain.

STEP 1: ASK ME FOR WHAT YOU NEED
Ask me these one at a time and wait for each answer. Skip anything you already found.
1. My survey answers. For each person: first name, their biggest challenge, and whether they said Yes, Curious or Not at all to my invitation. No phone numbers or emails.
2. What my call or workshop is, in one or two lines.
3. How people book: "I have a link" (I do not need to paste it), two or three times I am free, or "not fixed yet" if my workshop has no date or link.
4. Two or three real texts I have sent, so you can match how I text. Skip this if they are already in this chat.
5. Who I help, in one line, or my survey opening. Ask this only if you could not find it.

STEP 2: SORT EVERYONE INTO THREE GROUPS
Group 1, message first: said Yes. Put first the people who best fit who I help and who wrote the most detail.
Group 2, message next: said Curious.
Group 3, no invitation: said Not at all. They still get my gift and a thank you from me. Do not write them an invitation.

STEP 3: WRITE ONE SHORT TEXT FOR EACH PERSON IN GROUPS 1 AND 2
These are my coach Marc's own messages. Keep their parts and order. Rewrite the words so they sound like me.

My coach Marc's message for a yes to a 1:1 call:
Hi! Sending you this because you said yes to hop on a 1-1 survey call with me! Thank you so much in advance :)

Here’s the link to more details & to book the quick call at your convenience (please help to register by end of this week for us to make the necessary arrangements):

(link)

Can you access the link?

My coach Marc's message for a yes to a workshop:
Hi! Sending you this because you indicated interest in attending my workshop on (your workshop topic)!

Here’s the link to register and for more details:

(link)

Does the link work for you?

Btw, do help us to register by end of this week for us to finalise the numbers! Thank you :)

Write each text in this order. It is his order, with one line added about what the person wrote.
1. Hello by first name, and thanks for doing my survey.
2. One line that mentions one thing they wrote.
3. For Curious people only: one or two lines on what it is, from what I told you about my call or workshop.
4. The ending, which depends on how I said people book.
If I have a link: write (booking link) where my link goes, then ask "Could you book by the end of this week?" and "Can you open the link?"
If I gave you times: offer my times.
If it is not fixed yet: say "I will message you the date and details as soon as they are fixed." No link and no deadline.

RULES
About each person, use only what they wrote. Never invent what a person said. If there is nothing to mention, skip that line and tell me.
Never make up a date or a time. Use only the ones I gave you.
Never say places are limited.
Keep every text short, the way I text. No hype.
If something is missing, ask me.

FINAL OUTPUT
First list the names in each of the three groups.
Then give each message in its own box under the person's name, starting with Group 1, ten people at a time.
If there are more than ten, wait for me to type "next 10".
After the last message, ask the short question from BEFORE YOU START about what I would like to change. Then stop.
What you do with the answer

Start with group 1 and work down the list.

Copy one message, put your real link where it says (booking link), check it against what the person really wrote, and send it in the same place you messaged them before.

If you only have a few replies, do not worry about the order, and message everyone who said yes or curious.

People in group 3 still get your gift and a thank you. They just do not get an invitation.

If you have more than 10 people, type "next 10" to get the rest.

On Days 9 and 10, come back to this chat and paste only the new answers.

See an exampleExample
Example: Elaine, a career coach for mid-career professionals. Elaine and all three people below are made up. What Elaine pasted, three things for each person. She left Rachel in to show what happens to a Not at all. You can leave those people out: Priya / "I have been in the same role for 8 years and I do not know what else I could do." / Yes, I'd be interested! Hafiz / "Not sure how to explain my experience in interviews." / Curious to find out more details Rachel / "Nothing much." / Not at all, I believe I can do everything by myself What Elaine answered when the AI asked what her call is: "A 30-minute video call. I go through their answers with them and share a few ideas they can use straight away." What Elaine answered when the AI asked how people book: "I have a link." What the AI gave back: Group 1, message first: Priya Group 2, message next: Hafiz Group 3, no invitation: Rachel Priya Hi Priya! Thanks so much for doing my survey. You wrote that you have been in the same role for 8 years and do not know what else you could do. I would love to go through that with you on our call. Here is the link to pick a time: (booking link). Could you book by the end of this week? Can you open the link? Hafiz Hi Hafiz! Thanks so much for doing my survey. You wrote that you are not sure how to explain your experience in interviews. You said you were curious about the call, so here is what it is. It is a 30-minute video call where I go through your answers with you and share a few ideas you can use straight away. If that sounds useful, here is the link to pick a time: (booking link). Could you book by the end of this week? Can you open the link?

These are my own messages in the way I text. Change the words so they sound like you, especially for people you would not say "haha" to.

They said yes: send this

These are my own messages for anyone who said yes to your call or your workshop. Send the one that matches what they said yes to.

Once your link is in, each one is ready to send, and it is the fastest way to reply when you have many people to get through.

If someone said curious, you can send the same message, or use the one Copy & paste 6 wrote for them with a little more detail in it.

Fill in the brackets, then send

Yes to a 1:1 call
Hi! Sending you this because you said yes to hop on a 1-1 survey call with me! Thank you so much in advance :)

Here’s the link to more details & to book the quick call at your convenience (please help to register by end of this week for us to make the necessary arrangements):

(link)

Can you access the link?
Yes to your workshop
Hi! Sending you this because you indicated interest in attending my workshop on (your workshop topic)!

Here’s the link to register and for more details:

(link)

Does the link work for you?

Btw, do help us to register by end of this week for us to finalise the numbers! Thank you :)

Before you send

Put your real booking or sign-up link where it says (link), and your workshop topic where it says (your workshop topic).

No booking link? Send the message Copy & paste 6 wrote for that person instead, because it offers your times.

No workshop date or sign-up link yet? Use the message Copy & paste 6 writes for you, and send this one when your workshop is ready. A simple Google Form is enough for sign-ups.

Not booked yet: 3 nudges, 24 hours apart

Some people say yes and then do not book.

When it comes to all DMs, there will almost always be people who blue-tick you, reply late or ignore your message.

It’s completely normal and nothing to freak out about.

People are busy, so send these three, one every 24 hours, and stop after the third.

Fill in the brackets, then send

Message 1
Hi (their name), just checking if you have booked the call/registered for the workshop already? :)
Message 2
Hi (their name), just wanted to drop a quick reminder to book the call/register for the workshop by (date) as we are currently making the necessary arrangements! Thanks :)
Message 3
Hi (their name), just wanted to send a final reminder to book the call/register for the workshop by (date) as we are closing the invites soon! If you aren’t interested or not planning to do this, that’s totally alright too yes :)

Before you send

Put their first name where it says (their name) and a real date where it says (date).

Each message covers both a call and a workshop, with a slash between them. Keep the half you are inviting them to and delete the other half.

Keep "we are closing the invites soon" in Message 3 only if it is true for you. If not, delete those words.

For a workshop, only send these once your date and sign-up link exist.

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Stuck? Find the 1 number to fix

What this is

If your campaign feels stuck, do this before you change anything.

You type in five numbers, and your AI tells you the one number to fix and one thing to do today.

It checks first whether anyone who said yes or curious is still waiting to book.

Then it checks whether you have messaged enough people, because most of the time that is the only thing missing.

I have so many people who tell me they're not getting responses, but it turns out they only messaged five people and three replied, that's not a real problem, you just need more volume.

Before you paste

Have five numbers ready: people you messaged, people who replied, surveys completed, people who said yes or curious, and calls booked.

Count your chats for the first two, and look at your Google Sheet for the rest.

A rough count is fine.

Paste this into your AI
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Ask me one question at a time. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.

----------

[PURPOSE]
My Survey Campaign feels stuck. Before I change anything, help me find the ONE number to fix and the one thing to do about it today.

[ROLE]
You are a calm helper who looks at my numbers and gives me one fix. A good answer is three short lines that I can act on today. A bad answer is a list of ideas, a long review of my whole campaign, or advice to rewrite everything. My coach Marc says many people who think they are stuck have only messaged a handful of people, so never tell me to change my message, my gift or my survey when the real gap is how few people I have messaged.

STEP 1: ASK ME FOR FIVE NUMBERS
Ask for these one at a time and wait for each answer. A rough count is fine. Ask for all five, even if you think you can count them from earlier in this chat.
1. How many people I messaged.
2. How many replied.
3. How many finished the survey.
4. How many said Yes or Curious to my invitation.
5. How many booked a call or signed up for my workshop.

STEP 2: CHECK A, B AND C IN THIS ORDER
After all five numbers, check A, then B, then C. Stop at the first one that fits.

A. Someone said Yes or Curious and has not booked.
Number to fix: calls booked.
Do this today: message each of them today. Mention one thing they wrote, and give my booking link or two or three times I am free.

B. I have messaged fewer than 50 people.
Number to fix: people messaged.
Do this today: message 10 to 20 more people who know me.

C. Otherwise, find the step where I lost the biggest share of people, and give the one fix for that step.
Few replied, or few finished: send the matching nudges in Part 2 of my toolkit page.
Few who finished said Yes or Curious: ask me to paste the invitation question and its choices from my form. It needs three choices: a yes, a curious and a not at all. If curious is missing, tell me to add it back.

If nothing looks stuck, say so.
Whenever I have messaged fewer than 50 people, add in Why that this is too few to judge anything else.

STEP 3: IF I SAY I HAVE NO ONE LEFT TO MESSAGE
Tell me to post my announcement (Copy & paste 5), and to ask the people who finished my survey for three to five people they know. The referral messages are in Part 2 of my toolkit page.

RULES
Use only my numbers. Never make up numbers or results.
If a number is missing or does not add up, ask me before you answer.
Give me one number and one thing to do. Never a list of ideas.

FINAL OUTPUT
Answer in three short lines. Then ask the short question from BEFORE YOU START about what I would like to change, and stop:
Your number to fix:
Why:
Do this today:
What you do with the answer

Do the one thing it tells you today, and leave everything else as it is.

If it tells you to message people who said yes or curious, Copy & paste 6 writes those messages for you.

If it tells you to message more people and you have no one left, type "I have no one left to message".

It will tell you to post your announcement and to ask for referrals. The referral messages are in Part 2 of this page.

When you have done it, come back to this chat and type your new numbers.

If the fix is about your message, your gift or your survey, send it in your WhatsApp group with me so I can look at it.

See an exampleExample
Example: Elaine, a career coach for mid-career professionals. Elaine and these numbers are made up. What Elaine typed, one answer at a time: People messaged: 5 Replied: 3 Finished the survey: 2 Said Yes or Curious: 1 Booked: 0 What the AI gave back: Your number to fix: Calls booked. One person said Yes or Curious and has not booked. Why: That person is waiting to hear from you. You have messaged 5 people so far, which is too few to judge anything else. Do this today: Message that person. Mention one thing they wrote, and give your booking link or two or three times you are free.

Your 14 days at a glance

This is my own gameplan, at about 15 minutes a day.

If some of this is new to you it may take longer than 15 minutes, and that is fine.

It's not about how fast you move, it's about whether you even finish.

1

Days 1 to 2.

Your one job: build your survey and fill it in once yourself. Use: Copy & paste 1, 2 and 3, then the 6 steps to put it into Google Forms.

2

Days 3 to 5.

Your one job: message your warm people, 10 to 20 a day. Use: your list of 50 and Copy & paste 4, then the two sets of nudges.

3

Days 6 to 7.

Your one job: post your announcement, and keep messaging 10 to 20 people a day. Use: Copy & paste 5, then the message for people who comment.

4

Days 8 to 10.

Your one job: turn every yes and curious into a booked call. Use: Copy & paste 6, then the ready messages in Part 3.

5

Days 11 to 14.

Your one job: fix the one number that is stuck and do more of what is working. Use: Copy & paste 7, and the referral messages if you need more people.

Once calls are booked: 2 pages to open next

Your Survey Campaign gets you booked calls, and those calls are where a first offer gets sold.

To shape that first offer, open The Beta Offer

For the call itself, open Effortless Sales Scripts

Start today: do Copy & paste 1

Scroll back up and do Copy & paste 1 today. It gives you your survey opening, and every other step builds on it.

Then message your first 10 warm people on Day 3, as soon as your survey is live.

After that, send your numbers and your draft announcement in your WhatsApp group with me, so I can look at the draft before it goes out.

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